Using the BGL Integration: Step-by-Step
What is BGL Simple Fund 360
BGL Simple Fund 360 is an accounting and tax software used for managing Self-Managed Super Funds. It's intelligent, cloud-based SMSF software, streamlines SMSF compliance management and administration for over 300,000 Australian SMSF's.
How to setup the data sync between Syla and BGL Simple Fund 360
- Login to the Adviser Portal with your adviser email and password
- For the client you want to sync, click the “View Statements” toggle to expand the list of available statements
- Click “Sync” in the BGL Export line item to open up the modal
- Copy the BGL Account ID from the modal and sync it with BGL
- Once you have successfully synced, the status will update, and the “Sync” button will change to “Manage Sync.”
Updated on: 03/07/2025
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