Announcing new integrations with BGL CAS 360 and NowInfinity

Updated

Today, we’re thrilled to announce new integrations with industry leaders BGL and NowInfinity, enabling automatic import and filing of new documents within your client files in FYI.

Automatically Import and File Documents from BGL 

  • Information is imported from BGL overnight and automatically filed against the relevant client in FYI
  • Documents display in the Client - Corporate Affairs tab in your Client Workspace
  • Each document displayed holds a link to open the ASIC statement from BGL
  • Easy to assess if the annual review fee has been signed or paid. 

Learn more about Importing from BGL.

Automatically Import and File Documents from NowInfinity 

  • Information is imported from NowInfinity overnight and automatically filed against the relevant client in FYI
  • Import ASIC statements and other corporate documents such as Invoices, Legal Scope Statements, 201 Forms and more
  • Documents display in the Client - Corporate Affairs tab in your Client Workspace
  • Each document displayed holds a link to open the ASIC statement or document from NowInfinity
  • Easy to assess if the annual review fee has been signed or paid. 

Learn more about Importing from NowInfinity.

Who is this available for?

These integrations are available to all users on the Pro plan.

How to Get Started 

Your FYI Admin can activate your connection to these apps and configure the settings for your practice. 

Find out how to connect your NowInfinity account to FYI - Importing from NowInfinity.

Find out how to connect your BGL account to FYI - Importing from BGL.

Was this article helpful?
0 out of 0 found this helpful