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Simple. Seamless. Beautiful Integration.

Integrate with Xero for
streamlined SMSF and ASIC
Corporate Compliance admin

Seamless practice management integration for professional firms!

BGL has a two-way integration with Xero Practice Manager (XPM) that automatically syncs your clients and contacts in CAS 360, Simple Fund 360 and Simple Invest 360 with clients in XPM.

Changes to a Client or Contact are sent in real-time to and from each platform to keep all of your databases in sync.  Additionally, when a change is received by CAS 360, users will be prompted to prepare the required documents/forms for lodgement with ASIC.

CAS 360 + XPM

An update to contact/client details in Simple Fund 360 or XPM will automatically update CAS 360 and prepare the required documents/forms for lodgement with ASIC.

Simple Fund 360 + XPM

An update to contact/client details in CAS 360 or Xero Practice Manager will automatically update contact details in Simple Fund 360.

How to connect

Please review our knowledge base articles to get up and running

CAS 360 AUCAS 360 NZSimple Fund 360Simple Invest 360

About Xero | Beautiful business

Xero is a world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a
    real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

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