Seamless practice management
integration for professional firms

BGL has launched two-way integration with Xero that automatically syncs contacts in
CAS 360 and Simple Fund 360 with
clients in Xero Practice Manager.

This unique integration means any change made to client details in Xero Practice Manager automatically updates CAS 360 and Simple Fund 360. Furthermore, if contact details are changed in either CAS 360 or Simple Fund 360, this change is automatically updated in
Xero Practice Manager.

Real-time alerts are sent directly to and from each platform to notify users when a change has been made. Additionally, when a change is received by CAS 360, users will be prompted to prepare the required documents/forms for lodgement with ASIC.

This integration enables CAS 360, Simple Fund 360 and Xero Practice Manager clients to maintain a single client database – the ultimate goal of every professional firm.

BGL Integration Database

One shared database between all products so contact records are
easily accessible.

Notifications

Alerts are sent directly to and from each platform to notify users when a
change is made.

Smart Matching

A smart matching algorithm automatically matches and links
contacts on set up.

Continuous Integration

The BGL Integration Database service syncs contact/client changes every
3 hours.

CAS 360

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

Documents for name and address changes for single or multiple companies are prepared with a single mouse click.

LEARN MORE ABOUT CAS 360LEARN MORE ABOUT CAS 360

Simple Fund 360

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

LEARN MORE ABOUT SIMPLE FUND 360LEARN MORE ABOUT SIMPLE FUND 360

Integration with XPM Jobs and Xero HQ coming soon!

See it in action!

Want to know more?

Contact Us

Want to know more?

Book a demo