BGL is proud to announce the release of its new two-way integration with Xero Practice Manager (XPM).
“We have been running Version 2 of our Xero Practice Manager integration in BETA for several months and are excited to start rolling this out to all BGL clients”, says Ron Lesh, BGL’s Managing Director. “The integration allows clients to efficiently manage client and contact data across four applications in a single database – a dream for any professional firm.”
In 2017, BGL released Version 1 of its integration with Xero Practice Manager, which automatically synchronised contacts with BGL’s product suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) with clients in Xero Practice Manager.
“For some firms, Version 1 of this integration worked extremely well,” said Lesh. “However, we listened to client feedback and decided to rebuild the integration from the ground up.”
“The new integration with Xero Practice Manager is more dynamic and keeps data records across apps consistent,” continued Lesh. “Features include both client and contact synchronisation, prompts to review a client/contact before synchronising to a product, notification of duplicate client/contacts, the ability to add clients/contacts in bulk and to view client/contact relationships and change history. Plus, a brand-new user interface to view and filter the integrated client list.”
“So, if a client’s details changed in BGL’s product suite, this change is automatically updated in Xero Practice Manager, providing seamless practice management integration for professional firms,” noted Lesh. “Plus, when client or contact details changed in any of the apps, BGL’s company compliance software, CAS 360 will prompt clients to prepare all the relevant ASIC compliance documents.”
This integration will be rolled out to our other practice management integration partners in the coming months.
BGL will be at Xerocon Sydney 2022 this week. Visit the BGL booth E+19 to watch a live demonstration of this new two-way integration and how it creates a single database between BGL’s product suite and Xero Practice Manager.
Getting started links:
- CAS 360 (AU)
- Simple Fund 360 & Simple Invest 360
