BGL is proud to launch of its CAS 360 Certification Program. The Certification will recognise clients who have completed all the CAS 360 Training Courses.
We are excited to announce the latest CAS 360 update! Read the full release notes and join the conversation in the CAS 360 Community.
Published by XU Magazine on 18 September 2023
Click here to read on the XU Magazine website
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF), investment management and AI powered paper-to-data solutions, is proud to announce it has been recognised as an ABA100® Winner for Business Innovation in the Australian Business Awards 2023 for its AI-powered paper-to-data solution, BGL SmartDocs 360.
The Australian Business Awards are an annual comprehensive awards program that recognises organisations demonstrating the core values of business innovation, product innovation, technological achievement and employee engagement via established business and product award categories.
“This is a truly remarkable achievement and a testament to the extraordinary efforts and dedication of our product development teams,” said BGL’s Managing Director Ron Lesh. “I couldn’t be prouder of their hard work developing our unique, innovative paper-to-data solution.”
BGL SmartDocs 360 is a multi-award winning, AI-powered paper-to-data solution that helps businesses unlock their full potential by transforming paper documents into smart digital data. The solution provides both Retail and Developer versions (currently in beta), meaning it can be integrated into any software solution or used by any business to convert paper into data.
“Unlike other solutions that require the creation of templates for each document layout, BGL SmartDocs 360 learns from documents submitted through its unique training engine,” added Lesh. “Once BGL SmartDocs 360 has learned the document type (it takes approximately 10 documents of the same type), it will permanently process the document type even if the layout of the document changes. The document can be either a PDF or an image.”
As a flagship product, BGL SmartDocs 360 positions BGL to expand its global reach by delivering a paper-to-data solution to organisations across the globe and industries seeking to streamline operations and improve efficiency.
Published by Australian Fintech on 18 September 2023
Click here to read on the Australian Fintech website
BGL Corporate Solutions has been recognised as an ABA100® Winner for Business Innovation in the Australian Business Awards 2023 for its AI-powered paper-to-data solution, BGL SmartDocs 360.
The Australian Business Awards are an annual comprehensive awards program that recognises organisations demonstrating the core values of business innovation, product innovation, technological achievement and employee engagement via established business and product award categories.
“This is a truly remarkable achievement and a testament to the extraordinary efforts and dedication of our product development teams,” said BGL’s Managing Director Ron Lesh. “I couldn’t be prouder of their hard work developing our unique, innovative paper-to-data solution.”
BGL SmartDocs 360 is a multi-award winning, AI-powered paper-to-data solution that helps businesses unlock their full potential by transforming paper documents into smart digital data.
The solution provides both Retail and Developer versions (currently in beta), meaning it can be integrated into any software solution or used by any business to convert paper into data.
“Unlike other solutions that require the creation of templates for each document layout, BGL SmartDocs 360 learns from documents submitted through its unique training engine,” added Lesh. “Once BGL SmartDocs 360 has learned the document type (it takes approximately 10 documents of the same type), it will permanently process the document type even if the layout of the document changes. The document can be either a PDF or an image.”
As a flagship product, BGL SmartDocs 360 positions BGL to expand its global reach by delivering a paper-to-data solution to organisations across the globe and industries seeking to streamline operations and improve efficiency.
BGL has been recognised as an ABA100® Winner for Business Innovation in the Australian Business Awards 2023 for its AI-powered paper-to-data solution.
Published by Australian Fintech on 11 September 2023
Click here to read on the Australian Fintech website
BGL Corporate Solutions has announced the release of its enhanced integration with leading business management platform MYOB GreatSoft practice management.
“We are excited to roll out our new and improved two-way practice management integration with GreatSoft,” said BGL‘s Managing Director Ron Lesh. “This integration streamlines the management of company, SMSF, trust, and individual client and contact data across four apps in a single database. This eliminates the need for manual and duplicated data entry, freeing up valuable time and resources for clients.”
Valantis Vais, Head of Product – Enterprise for MYOB, said, “Accounting Practices are struggling with an industry-wide shortage of Accountants, so reducing the amount of precious time wasted keeping data in sync between BGL’s suite of products and MYOB GreatSoft with a seamless 2-way workflow will help reduce pressure on the existing teams. Plus, this integration demonstrates our commitment to creating an Open Business Management Platform for Accountants.”
The new and improved two-way BGL Practice Management Integration (Version 2) connects MYOB’s GreatSoft practice management software with the BGL Suite, which includes company, trust and AML management software, CAS 360, SMSF administration software, Simple Fund 360 and accounting, investment and tax software, Simple Invest 360.
“The integration features client and contact level synchronisation, prompts to review a client/contact before syncing to an app and provides notifications for duplicate clients/contacts,” continued Lesh. “It also includes the ability to add clients/contacts in bulk, view client/contact relationships and change history. All clients/contacts can be searched and filtered in the Client List screen.”
“So, if a client’s details change in the BGL Suite (CAS 360, Simple Fund 360 and Simple Invest 360), this change is automatically updated in GreatSoft,” added Lesh. “Also, when client or contact details change in any app, our company compliance software, CAS 360, will prompt clients to prepare all the relevant ASIC compliance documents.”
BGL plans to extend this integration to other practice management partners.
BGL’s free and open API is used extensively across the industry with 350+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients.
“We are excited to roll out our new and improved two-way practice management integration with GreatSoft,” said BGL’s Managing Director Ron Lesh. “This integration streamlines the management of company, SMSF, trust, and individual client and contact data across four apps in a single database. This eliminates the need for manual and duplicated data entry, freeing up valuable time and resources for clients.“
Valantis Vais, Head of Product – Enterprise for MYOB, said, “Accounting Practices are struggling with an industry-wide shortage of Accountants, so reducing the amount of precious time wasted keeping data in sync between BGL’s suite of products and MYOB GreatSoft with a seamless 2-way workflow will help reduce pressure on the existing teams. Plus, this integration demonstrates our commitment to creating an Open Business Management Platform for Accountants.”
The new and improved two-way BGL Practice Management Integration (Version 2) connects MYOB’s GreatSoft practice management software with the BGL Suite, which includes company, trust and AML management software, CAS 360, SMSF administration software, Simple Fund 360 and accounting, investment and tax software, Simple Invest 360.
“The integration features client and contact level synchronisation, prompts to review a client/contact before syncing to an app and provides notifications for duplicate clients/contacts,” continued Lesh. “It also includes the ability to add clients/contacts in bulk, view client/contact relationships and change history. All clients/contacts can be searched and filtered in the Client List screen”.
“So, if a client’s details change in the BGL Suite (CAS 360, Simple Fund 360 and Simple Invest 360), this change is automatically updated in GreatSoft,” added Lesh. “Also, when client or contact details change in any app, our company compliance software, CAS 360, will prompt clients to prepare all the relevant ASIC compliance documents.”
BGL plans to extend this integration to other practice management partners.
BGL’s free and open API is used extensively across the industry with 350+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients.
About MYOB
MYOB is a leading business management platform in Australia and New Zealand, providing solutions to streamline key business workflows, from finance and inventory management to employee onboarding and payroll. With a core purpose of helping more businesses with 0 to 1000 employees in Australia and New Zealand start, survive and succeed, MYOB offers a richly curated, integrated and flexible platform that enables a business to make better decisions, unlock its full potential and confidently grow. For more information visit myob.com or follow MYOB on LinkedIn. For more information about MYOB’s Greatsoft solution, please visit GreatSoft: A Cloud Practice Management Solution For Growing Accounting Firms (myob.com).
We are excited to announce the latest CAS 360 update!
BGLiD – BETA Release: BGLiD is now available in BETA! BGLiD is a simple client identity verification solution fully integrated with your CAS 360 software. With:
BGLiD validates IDs across various datasets, including Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases to verify an individual’s identity and is powered by FrankieOne.
Want early access?
Freeform Documents: The Content Title field in the Minutes/Resolutions freeform document templates is now editable and will be displayed in the final document. The Content Title field is optional and can be left blank. Learn More
Email and Document Templates: Company Contact First Name merge fields have been added to all document and email templates. The new merge fields will also work for the following freeform document templates:
Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:
Stay tuned for future releases!
Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
We are excited to announce the latest update for Simple Fund 360 and Simple Invest 360!
Published by XU Magazine on 05 September 2023
Click here to read on the XU Magazine website
BGL Corporate Solutions has announced the release of Annual Tax Statement automation using BGL SmartDocs in Simple Fund 360 and Simple Invest 360.
BGL SmartDocs is a multi-award-winning, AI-powered paper-to-data solution fully integrated with BGL’s SMSF administration and investment management software, Simple Fund 360 and Simple Invest 360.
“This release is a huge achievement by our Big Data, Simple Fund 360 and Simple Invest 360 Product Teams and I’m extremely proud of everyone involved,” said Ron Lesh, BGL’s Managing Director. “This amazing new feature will free up valuable time for our Simple Fund 360 and Simple Invest 360 clients by eliminating the need for manual data input or the hassle of deciphering tax statements from Managed Funds, ETFs and Trusts.”
“BGL clients can simply upload or email Annual Tax Statements (image or PDF files) directly to their Simple Fund 360 or Simple Invest 360 software,” continued Lesh. “The built-in BGL SmartDocs feature will read the statement, extract the data and calculate the distribution tax components pre-filling the relevant fields in Simple Fund 360 or Simple Invest 360. The BGL SmartDocs feature displays the statement alongside the calculations providing a simple reconciliation process.”
Jeevan Tokhi, Head of Simple Fund 360 at BGL, said, “BGL continues to innovate and remove manual data entry for clients. In 2019, we released a tool that automated tax data processing by calculating the amount of each tax component and applying this to distributions received during the year. We extended in 2021 by automatically creating year-end accrual transactions and warnings in our built-in workpapers. Now, we have the incredible feature of extracting the tax components from the Annual Tax Statement PDF. This release is yet another step forward in the evolution of our zero-touch technology.”
BGL SmartDocs is currently reading two million pages per month and loading the extracted data into Simple Fund 360 and Simple Invest 360.
© 2026 BGL Corporate Solutions Pty Ltd.
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