BGL Integration

As part of FYI's automation and integration with other systems, you can integrate with market leading providers BGL delivering automatic daily import and filing of new documents into FYI.

The ASIC annual statements display in the Client Corporate Affairs tab. This provides a summary of the ASIC annual statements which also shows the status of the statements (for example, if the annual review fee has been paid). A copy of the document is filed in FYI and each holds a link to open the ASIC annual statement directly from BGL. Refer to Client Corporate Affairs.

Any other documents imported from BGL are filed against the client and can be viewed in the Clients - Documents tab.

For details of how to set this up, refer to Import from BGL in the Automations section.