BGL's Simple Fund 360 is a complete administration system for SMSFs. It includes the world's first AI processing assistant and the first Deep Learning transaction review/matching assistant for the SMSF software industry. As a result, our clients can work faster, smarter and with more accuracy! It also provides automation (similar to Xero) of bank data, but expands this to include data fees from 300 banks, brokers and platforms.
Simple Fund 360 + Xero
BGL integration with Xero Practice Manager (XPM) automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. 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.
Before the activation process, BGL have created an Integration checklist for users to ensure their BGL contacts database is ready to go!
To connect BGL to XPM: 1. Login to the BGL Practice Management Integration page. 2. Select the Integrations tab. 3. Select the Settings icon for Xero Practice Manager. 4. Enter your Authentication Key and select Update. 5. Toggle on contacts integration and Save. 6. Select the Settings icon for SF360. 7. Toggle on contacts integration and Save.
For further integration on how to setup the integration, please refer to our SF360 help article: https://sf360.zendesk.com/hc/en-au/articles/360017821291