Simple. Seamless. Beautiful Integration.
Seamless Practice Management
Maximise efficiency and streamline your practice management by integrating BGL’s suite of products with Xero!
Whether you’re managing SMSFs, investments, company compliance, or digitising documents, our integration with Xero ensures your data flows seamlessly across platforms, reducing manual tasks and enhancing accuracy.
Ready to Integrate?
Client and Contact Management
Efficiently manage client and contact data across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and Xero Practice Manager) in a single database – a dream for any every professional firm! This two-way integration features:
- Client/contact level synchronisation.
- Prompts to review a client/contact before synchronising.
- Notification of duplicate clients/contacts.
- The ability to add clients/contacts in bulk.
- The ability to view client/contact relationships and change history.
- The ability to search and filter all clients/contacts in the Client List screen.
Sign In with Xero
Simplify access to BGL’s products by logging in using your Xero account. One set of credentials provides direct access to CAS 360, Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360, making it easier to manage your workflows without juggling multiple logins.
CAS 360 company, trust and ID verification software
Enhance your company, trust and ID verification management with CAS 360 and Xero integration. Update Client details in Xero Practice Manager, which automatically prepares documents in CAS 360, ensuring your practice management is streamlined and centralised.
Xero Practice ManagerXero Sign In
Simple Fund 360 SMSF administration software
Effortlessly manage your SMSF administration with Simple Fund 360, integrated with Xero, for seamless data flow. Xero collects daily banking data, which is automatically imported into Simple Fund 360 and matched with your contribution, broker, and dividend data, providing up-to-date SMSF portfolio positions. Plus, exporting the SMSF Annual Return from Simple Fund 360 to Xero Tax is just a click away.
Xero Practice ManagerXero FeedXero Tax ExportXero Sign In
Simple Invest 360 accounting, investment and tax software
Stay on top of your client’s investment portfolios with Simple Invest 360’s integration with Xero. Banking data collected daily by Xero is imported directly into Simple Invest 360, where it’s matched against trades and income to keep trust, company, or individual investment portfolios current and accurate.
Xero Practice ManagerXero FeedXero Sign In
BGL SmartDocs 360 AI-powered paper-to-data solution
Leverage the power of AI with BGL SmartDocs 360’s integration with Xero. Convert paper documents into smart digital data that can be directly imported into Xero. This innovative integration features the ability to:
- Convert bank statement PDFs to CSV for import into Xero.
- Auto-categorise bank transactions into Xero accounts with CSV export available.
- Publish data from invoices, receipts and bills directly to Xero.
- Use the property settlement statement data to post manual journals in Xero.
- Publish rental property statement data (monthly and annual) to Xero with the source document attached.
BGLiD client identity verification solution
BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360 for instant results. BGLiD integration with Simple Fund 360, Simple Invest 360 and Xero is coming soon.
What is BGLiD?
Ready to Integrate?
Experience the power of BGL and Xero working together to simplify your practice management. Contact us today to learn more about how our integration can benefit your firm.
