Keep the family's information safe and in your control

We keep your data with our database provider Convex in its EU region, in Ireland.

Each funeral home's data is kept apart, and every request checks which organization the person works for.

A cause of death and other health details are special category data under the GDPR. Only your own staff see them.

We keep case data out of analytics and never record the family's screens. When a case passes its retention period, you can delete it with every row it has.

Choose a role for each person when you invite them, and change it at any time.

Owner

Everything, including the plan, billing and the team.

Funeral director

Money decisions, approvals and settings.

Assistant

Case work: arrangements, documents, suppliers and the family.

Field staff

Removals, custody and their own tasks and calendar.

The audit log shows who opened, changed or exported a case, and when. Directors read it in the settings.

When Saatto drafts something with AI, such as a supplier order, a person approves it before it goes out, and we record who approved.

Sign in through WorkOS, our sign-in provider, and protect your account with two-factor authentication.

When you remove a person from the team, they lose access to your organization at once.

Owners and directors export every case, contact, task, invoice and document record as one file of CSV and JSON tables.

Your data belongs to your funeral home. You never need to ask us for it.