Perpetus.ai
Perpetus.ai
Operator command center
Prepared for
Sample Funeral Home & Chapel
As of
May 2026 close  ·  June 17, 2026

Welcome back, Samuel.

Compliant. 1 item needs your attention before June 30 — a corrected deposit is ready for your approval.
Total trust value
$2,147,860
+0.9% this month
Active contracts
486
+11 new  ·  −4 matured
Open items
1
$412 deposit shortfall
Next deadline
Jun 30
May deposits to trust

Needs your attention

⚠
Merchandise deposit $412 short on contract C-0241
Wholesale-cost recalculation — corrected instruction ready · due to trust by June 30
●
Q2 state trust-fund remittance accruing
$168 on 24 contracts · both funds via PNRS · due to the State by Aug 29
●
At-need claim ready to file — contract C-0263
$9,180 disbursement · death certificate on file · funds release in 1–2 business days
●
Q2 trustee FMV report expected July 15
Auto-reconciles to your ledger on arrival — no action needed unless a variance surfaces
View calendar →

Go to

Trust Statement
May 2026 reconciliation, deposit compliance, remittance, and the filings Perpetus.ai runs for you.
Open statement →
Compliance Calendar
Every Florida Ch. 497 deadline and cadence for the year, tracked against your book.
Open calendar →
Family Reports
The annual letter each preneed family receives — clear, reassuring, reconciled.
Open reports →

Also in Perpetus.ai

New Arrangement
Build a guaranteed-price proposal, get it signed, and let Perpetus.ai fund the trust and start the reporting — automatically.
Start a sale →
Switch to Perpetus.ai
Import your trust and contracts from your current administrator, reconciled to the penny — with no pause in selling.
See how onboarding works →

Upcoming deadlines

Full calendar →
Jun 30
May receipts due to trust — $30,260
Jul 15
Q2 trustee FMV report expected
Aug 29
Q2 state remittance — $168
Nov 30
Establishment license renewal
What Perpetus.ai handled this month
~12 hrs
of reconciliation & filing, done for you
0 missed
of 6 statutory deadlines this month
$412
shortfall caught before the June 30 deadline
$0
in late penalties — your license never paused
One place to see everything, and approve what matters. Perpetus.ai does the rest.

This is a concept with synthetic data for a fictional funeral home — not an actual dashboard, an offer of services, or legal or financial advice. Every figure is illustrative and ties to the sample statement, calendar, and family report. Perpetus.ai  ·  2026  ·  Confidential working concept.

Confidential & proprietary. © 2026 Perpetus.ai. Shared in confidence for evaluation and discussion only. No part of this material — including its concepts, workflows, designs, and content — may be copied, reproduced, distributed, or used to develop similar products or services without the prior written consent of Perpetus.ai. All rights reserved.