We’re excited to announce that FYI’s integration with BGL, already used by practices in Australia and New Zealand, is now available to practices in the United Kingdom. This enhancement brings powerful automation and document management capabilities to more users, helping streamline compliance processes and save valuable time.

What does this mean for FYI users?

The BGL integration helps practices streamline compliance workflows by automating the import of key company documents from BGL CAS 360.

• Automatic sync: Compliance documents from BGL are automatically imported into FYI overnight, ready for users to review and action.
  
  
• Auto-filing: Documents are automatically filed against the correct client in FYI, saving time and ensuring documents are consistently structured and easy to access. Clients are matched based on Company Number or Business Number.
  
  
• Customised settings: You can choose to import all documents from BGL, or only signed documents, giving your practice control over what’s brought into FYI.
  
  
• Seamless collaboration and workflows: Once in FYI, documents can be reviewed, shared, or added to tasks and workflows, helping your team stay on top of compliance actions.

Who is this available for?

The BGL integration is now available for all practices in the United Kingdom, in addition to Australia and New Zealand, on the Pro and Elite plans.

Want to get started?

An FYI admin or a user with Automations permissions will first need to connect your account with BGL. Refer to Connecting your BGL account to FYI.