The Complete Monument Business Platform

Everything you need to run
your monument business.

From AI-powered insights to financial management, MonuCore brings your entire operation into one powerful platform.

60+
Features
22
Permission Modules
42
AI Knowledge Articles
15+
Integrations

AI-Powered Intelligence

Leverage cutting-edge AI models to analyze your business, generate marketing assets, and design monuments.

IRIS AI Assistant

Your AI business analyst, powered by Claude. Ask questions, get insights, analyze trends — all in natural language.

  • Claude Sonnet for business analysis
  • Claude Haiku for instant support
  • Multi-tool agentic loop (chains 5+ tools)
  • Real-time streaming responses
  • 42 monument industry knowledge articles
  • Usage-based billing with graduated pricing

AI Marketing Image Generator

Generate photorealistic marketing photos from proof images using Google Gemini AI.

  • Customizable prompt templates
  • SEO-optimized filenames
  • Marketing gallery with search
  • Automatic IRIS billing integration

Monument Designer

AI-powered design customization for monuments.

  • Multi-step customer configurator
  • Cemetery design capabilities
  • Proof generation
  • Design review workflow

Order & Task Management

Track every order from quote to installation with powerful task management built right in.

Order Management

Full lifecycle management from quote to installation with real-time status tracking.

  • Quote-to-install workflow
  • Custom status workflows
  • Advanced search & filtering
  • Order history timeline

MonuTasks

Inline task management attached to every order, keeping your team organized and accountable.

  • Template task library
  • Assignee picker with roles
  • Priority & category system
  • Due date tracking

Tag Highlights

Flag important orders with amber pulsing attention indicators visible across all views.

  • Visual amber pulse indicators
  • Cross-view visibility
  • Quick-toggle on/off
  • Filter by tagged orders

Customer Approval Portal

Give customers online access to review proofs, approve designs, and sign off digitally.

  • Online proof review
  • Digital signature capture
  • Customer-facing order access
  • Automated approval notifications

Financial Management

Connect your bank, track every dollar, and automate invoicing — all in one place.

Plaid Financial Integration

Connect your bank accounts, sync transactions, and match them to orders — all securely within MonuCore.

  • Bank account connections via Plaid Link
  • Automatic transaction syncing
  • Smart order matching with auto-suggestions
  • Income vs Expenses charts
  • Category breakdown reports
  • Cash flow timeline
  • AES-256-GCM encrypted access tokens

MonuCalc

Cost calculation engine with customizable formulas, templates, and org-specific pricing rules.

  • Custom formula builder
  • Pricing templates
  • Organization-specific overrides
  • Margin analysis

B2B Invoicing

Wholesale customer invoicing with batch processing for high-volume operations.

  • Wholesale customer profiles
  • Batch invoice generation
  • Payment tracking
  • Aging reports

Payment System

Accept payments your way with multiple methods, flexible payment plans, and seamless Stripe integration.

Multiple payment methods
Payment plans (50/50, 4-in-4, 20/5)
Stripe integration
ACH support

Field & Production Operations

Equip your crews with mobile tools, track time, manage schedules, and keep inventory in check.

Field Crew App

A mobile-optimized interface built for crews in the field.

  • Load management dashboard
  • GPS cemetery locations
  • Before/after photo capture
  • Field payment submissions

Production Work & Time Clock

Employee time tracking with flexible pay period alignment and approval workflows.

  • Weekly, biweekly, semi-monthly, and monthly periods
  • Approval workflows
  • Close pay period bulk actions
  • Overtime calculations

Scheduling

Field crew load scheduling and calendar management to keep operations running smoothly.

  • Drag-and-drop calendar
  • Crew load balancing
  • Installation scheduling
  • Delivery coordination

Inventory Management

Multi-location stock tracking with forecasting to prevent shortages and overstocking.

  • Multi-location tracking
  • Inventory forecasting
  • Low-stock alerts
  • Part number management

Customer Experience

Delight your customers with self-service portals, automated outreach, and streamlined communications.

Customer Portal

A customer-facing portal where buyers can access their orders, review proofs, and track progress.

  • Self-service order access
  • Proof review & approval
  • Progress tracking
  • Secure login

Google Reviews Integration

Automate review collection to build your online reputation effortlessly.

  • Automated review requests
  • Timing optimization
  • Review monitoring
  • Response templates

Notification System

Keep customers and staff informed with templated email and SMS notifications.

  • Email & SMS templates
  • Automated triggers
  • Custom notification rules
  • Delivery tracking

URL Shortener

Custom link.monucore.com short links with click tracking for outreach and marketing.

  • Custom short domain
  • Click tracking analytics
  • Campaign attribution
  • QR code generation

Reporting & Analytics

From AR aging to AI-driven queries, get the data you need to make confident decisions.

Reports Dashboard

Pre-built reports for accounts receivable, sales tax, payroll, and cost-to-complete.

  • AR aging reports
  • Sales tax summaries
  • Payroll reports
  • Cost-to-complete tracking

IRIS Analytics

Ask IRIS any business question in natural language and get instant, data-backed answers.

  • Natural language business queries
  • Installation trend analysis
  • Revenue forecasting
  • Custom data exploration

Momentum Orchestration

Automated daily scanning that detects overdue tasks, stale orders, and sends staff alerts.

  • Automated daily scanning
  • Overdue task detection
  • Staff alert notifications
  • Workflow health monitoring

Export Options

Export any report to Excel or PDF, share via email, and include pay period labels.

  • Excel & PDF export
  • Email sharing
  • Pay period labels
  • Scheduled report delivery

Enterprise Security & Administration

Fine-grained permissions, multi-tenant isolation, and powerful admin tools for complete control.

Granular Permissions

22 permission modules with VIEW, EDIT, and ADMIN levels plus role-based bypasses.

  • 22 permission modules
  • VIEW / EDIT / ADMIN levels
  • Role-based bypasses
  • Auto-grant policies

Multi-Tenant Architecture

Full organization isolation with subscriber-wide scoping and row-level security.

  • Organization-level isolation
  • Subscriber-wide scoping
  • Row-level security (RLS)
  • Cross-org access controls

Settings Import/Export

v1.3 format settings packages with selective restore and safety controls.

  • v1.3 settings format
  • Selective restore
  • Safety validation checks
  • Backup & rollback

Platform Admin

Multi-tenant management dashboard with setup templates and a global parts library.

  • Multi-tenant management
  • Setup templates
  • Global parts library
  • Usage analytics

Ready to transform your
monument business?

Start with a free assessment and get MonuCore pre-configured for your operation.

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