Practice Management

BGL achieves two-way Xero integration

BGL Corporate Solutions has officially released two-way integration with Xero Practice Manager to automatically synchronise contacts in SMSF administration software Simple Fund 360, as well as CAS 360, with clients using Xero.

“We have had this integration available in closed beta for a few months now, but today we have commenced the rollout to all BGL Simple Fund 360 and CAS 360 clients,” BGL managing director Ron Lesh said.

The integration means any change made to client details in Xero Practice Manager automatically updates the Simple Fund 360 and CAS 360 database, and, likewise, if contact details are changed in Simple Fund 360 or CAS 360, the change is automatically updated in Xero.

“From what we can see, this integration is unique,” Lesh said.

“Other software seems to be able to download client data from Xero, but no one seems to update Xero for changes in their software.

“BGL is focused on providing our clients with seamless integration – Simple Fund 360 now supports over 200 integration partners, including banks, brokers, wraps, platforms and practice management solutions.”

He added mutual Xero Practice Manager and Simple Fund 360 and CAS 360 clients were now able to have just a single database, which was the ultimate goal of any professional firm.

BGL is working to add further integration with Xero Tasks and Xero HQ expected to be released in the coming months.

Simple Fund 360 is the preferred SMSF administration solution of over 3100 firms representing over 175,000 funds.

CAS 360 is the preferred Australian Securities and Investments Commission compliance solution of over 650 firms that service over 130,000 companies.

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital