Focus on families,
not forms
Funeral management software for the regulated era. Documents auto-filled and signed at the arrangement, payments taken on the spot, and every movement of the person in your care on the record.
Every case complete, wherever you are
Built around how an independent firm actually works. From first call to final account, three things make the difference.
The paperwork does itself
Enter the details once and every form fills itself from the case. The family signs whichever way suits them: on your tablet at the arrangement, or by secure link from home. The signed copy files itself against the case.
- Documents & eSignaturesAuto-filled from the case. Signed in person on a tablet, or by secure link with no app and no account.
- Case managementEvery case, every detail, entered once and used everywhere.
- Drafted for youObituaries, emails and case notes drafted by built-in AI in seconds. You review, you approve.
Works where the work happens
Arrangements happen at kitchen tables, not desks. Open the case on a tablet or phone, show the price list, take the signature and send the deposit link before you leave.
- Any device, anywhereDesktop, tablet or phone. Same case, same detail, live.
- PaymentsCard, Apple Pay, Google Pay and payment links online. Logged with a tap when paid in person.
- Email as youTemplates sent from your own address. Replies land in your own inbox.
- Scheduling & resourcesServices, vehicles, staff and venues on one calendar, synced to Google Calendar and Outlook.
A record that stands up
Every signature, payment and movement of the person in your care is timestamped as it happens. When a family, an inspector or a solicitor asks, the answer is one click, not an afternoon in the filing room.
- Chain of custodyEvery transfer, location and handover logged: who, when, where. From the moment they come into your care to the moment they leave it.
- Compliance built inScottish Code of Practice, CMA price transparency, IAFD standards, NAFD and SAIF codes.
- Accounting syncInvoices and payments flow to Xero, QuickBooks or Sage. No double entry.
- Secure by design256-bit encryption, EU data centres, GDPR compliant. Your data is yours to export at any time.
A quick tour of EverlyPro
Cases, documents, payments and custody in one place, from any device
Your records, ready before the rules change
Scotland's Funeral Director Code of Practice is statutory, inspections are in place and licensing is following. In July 2026 the UK Government announced plans to regulate funeral directors in England and Wales. The CMA's price transparency rules already apply across the UK.
None of this changes the care you give. It changes what you have to show. EverlyPro records it as you work, not as another form to fill in.
Always know where everyone in your care is
From the moment a person comes into your care to the moment they leave it, every transfer and handover is logged with who did it and when. A complete custody record for every funeral, ready in seconds if a family, an inspector or a coroner asks.
The easiest switch in the profession
Live in two weeks,
we take care of everything
Whatever you run today - Obit, Seker eFD, Eulogica, FuneralManager or a spreadsheet - we take the export, migrate your data, connect your accounting software and train your team. There is never a day without a system to work in.
We migrate everything
- ✓ Full export taken from your current system
- ✓ Data mapped and loaded into EverlyPro
- ✓ Xero, QuickBooks or Sage connected
- ✓ Your team trained on real cases: yours
Your team is working in it
- ✓ New cases go into EverlyPro
- ✓ Documents auto-filled and signed in person or by link
- ✓ Diary live across the whole team
- ✓ Your old system stays readable until you say otherwise
Fully live
- ✓ Payments, reporting and custody records fully active
- ✓ Families signing remotely
- ✓ You wonder how you ever did it the old way
Your data stays yours. Export everything from EverlyPro whenever you like.
Common questions
EverlyPro is funeral management software for independent funeral directors in the UK and Ireland. It runs the whole case from any device: arrangement and documents, eSignatures, invoicing and payments, scheduling, chain of custody, compliance records and accounting sync. Free migration, live in two weeks, 60-day money-back guarantee.
Independent funeral directors in Ireland, England, Scotland and Wales, from a single-branch family firm to a group with several locations. It is not a corporate system cut down to size: it is designed around the way family-run funeral homes actually work.
EverlyPro is a monthly subscription with no minimum term and no setup, migration or training fees. Book a 15-minute demo and we'll give you a price for your firm.
No. Migration, onboarding and training are all free. We take the export from your current system, move your data across, connect your accounting software and train your team at no charge.
Most funeral homes are fully live within two weeks. Day one, we import your data and connect your accounting software. Week one, your team is tracking cases. Week two, payments, documents and custody records are all active.
No. EverlyPro is month to month and you can cancel at any time. There's also a 60-day money-back guarantee, so there's no risk in trying it.
Yes. All data is encrypted at rest and in transit with 256-bit encryption and hosted in EU data centres. Case data is never sold and is only processed by the providers we need to run the service, such as hosting and payments, under GDPR-compliant agreements. Our Privacy Policy lists them.
More questions? See the full FAQ →
Focus on families,
not forms
Book a 15-minute demo. We'll take one case from first call to final account, so you can see it arranged, signed, paid and recorded.



QuickBooks
Xero

Google Calendar
Outlook
Excel