“It’s great to add SuiteFiles to the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director. “This integration will help CAS 360 and SuiteFiles clients in Australia and New Zealand automate workflows such as Annual Returns/Reviews, filing, and company management.”
“CAS 360 was one of our most requested integrations because of the number of clients SuiteFiles and BGL share,” said Andrew Sims, SuiteFiles’ CEO. “We’re pleased to bring CAS 360’s automated workflows and our document management together for the benefit of our shared clients.”
SuiteFiles is a time-saving document management solution that allows clients to securely manage, edit, share, and sign documents. Integrating CAS 360 and SuiteFiles allows BGL clients to upload or generate documents in CAS 360 and automatically save them in SuiteFiles. This feature will save clients time by streamlining the workflow between the two applications, removing the need to manually add documents to SuiteFiles while improving the visibility of data and documents across their businesses.
“This one-way integration allows SuiteFiles to pull documents and data directly from CAS 360,” added Lesh. “Plus, any changes to documents prepared in CAS 360 will automatically synchronise to SuiteFiles. It’s seamless!”
BGL’s free and open API is highly regarded and used extensively across the industry, with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients.