Automatically import corporate documents from BGL CAS 360 and auto-file them in FYI
Automatic retrieval and filing
Your corporate documents will be automatically retrieved from CAS 360 every day and auto-filed in FYI.
Easy access from your client workspace.
The corporate affairs tab in your client workspace gives you visibility and easy access to annual statements for each client or group.
Quick link to CAS 360
An in-built link in FYI gives you immediate access to CAS 360 with the click of a button.
Action new documents
Use automations to alert your team when new documents are auto-filed in FYI.