fbpx Skip to main content

BGL / XERO two-way integration released

By September 11, 2017September 13th, 2017Homepage, News

BGL Corporate Solutions, Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions, has released two-way integration with Xero Practice Manager to automatically synchronise contacts in Simple Fund 360 and CAS 360 with Clients in Xero Practice Manager.

“We have had this integration available in closed beta for a few months now, but today we have commenced the roll out to all BGL Simple Fund 360 and CAS 360 clients, says BGL’s Managing Director, Ron Lesh.

Read more >

This integration means any change made to client details in Xero Practice Manager automatically updates the CAS 360 and Simple Fund 360 database. And in CAS 360, the user is prompted to prepare all the relevant ASIC compliance documents. Furthermore, if contact details are changed in either Simple Fund 360 or CAS 360, this change is automatically updated in Xero Practice Manager.

“From what we can see, this integration is unique” said Lesh. “Other software seems to be able to download client data from Xero Practice Manager, but no one seems to update Xero for changes in their software”.

Mutual Xero Practice Manager and BGL Simple Fund 360 / CAS 360 clients are now able to have just a single database – the ultimate goal of any professional firm.

BGL is working to add further integration with Xero Tasks and Xero HQ. This will be released to clients in coming months.

“BGL is focussed on providing our clients with seamless integration. Simple Fund 360 is now supports over 200 integration partners including banks, brokers, wraps, platforms and practice management solutions” added Lesh.

Simple Fund 360 is now the preferred SMSF Admin solution of over 3,100 firms representing over 175,000 funds. And CAS 360 is now the preferred ASIC compliance solution of over 650 firms with over 130,000 companies.

BGL will be at Xerocon this week. So come visit BGL at Booth 35 to see a live demonstration of how this two-way integration creates a single database between BGL and Xero Practice Manager.

About BGL

BGL Corporate Solutions Pty Ltd is Australia’s leading supplier of superannuation and corporate compliance software solutions. BGL’s market leading and award winning Simple Fund software is used to administer over 70% of Australia’s 590,000 self-managed super funds with assets of more than $600 billion.

BGL has over 7,500 clients in 15 countries using its product suite of compliance solutions for superannuation, company secretarial and general ledger. Our clients include all major accounting firms, law firms, many listed and private company groups, accountants, financial planners and many individual SMSF trustees.


Author BGLCorp

More posts by BGLCorp

Leave a Reply