Member contribution and pension summary drafts
Designed around a clear trigger inside BGL Simple Fund 360, a reviewed AI draft and a measurable reduction in admin time.
BGL Simple Fund 360toReview
Software
Accounting and bookkeeping software
AI automation for BGL Simple Fund 360.
BGL Simple Fund 360 is the leading SMSF administration platform in Australia, used by SMSF accountants and administrators. Horizon AI builds reviewed AI workflows that sit inside BGL Simple Fund 360, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
BGL Simple Fund 360
Accounting and bookkeeping
- Fewer hours on manual client document chasing
- Faster month-end and BAS turnaround
- Cleaner reconciliation and invoice triage
- Consistent client communication drafts ready for review
How AI fits in BGL Simple Fund 360
AI workflows that speak BGL Simple Fund 360's language.
Below are the actual product modules, features and ecosystem partners BGL Simple Fund 360 uses - the AI layer Horizon AI builds slots into these, not around them.
AI agents feed bank statements, contract notes and distribution statements through BGL SmartDocs paper-to-data extraction, then auto-fill uncoded transactions in the Smart Matching screen against fund chart of accounts. Agents prepare SMSF Annual Return workpapers, run Division 296 Planning Assistant scenarios for member balances, and queue lodgement-ready returns under ATO authorisation - so administrators only touch the exceptions.
By the numbers. BGL CEO: 'More than half of all SMSFs in Australia are administered using Simple Fund 360.' SmartDocs reads 2 million pages per month.
BGL Simple Fund 360 modules and features we work inside
Smart Matching screenBGL SmartDocsWorkpapersAI AssistantDivision 296 Planning AssistantProperty Dashboard
Other BGL Simple Fund 360 implementation specialists in Australia
- BGL Ecosystem partners (400+ data feed providers)
- Class Super (competitor, often co-deployed in mixed practices)
Horizon AI sits alongside these specialists - not as another implementer of BGL Simple Fund 360 itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
BGL Simple Fund 360 AI workflows
First workflows worth automating in BGL Simple Fund 360.
Each workflow has a defined trigger inside BGL Simple Fund 360, a reviewed AI step and a measurable change in how the team spends its week.
Annual return prep checklists with follow-up emails
Designed around a clear trigger inside BGL Simple Fund 360, a reviewed AI draft and a measurable reduction in admin time.
BGL Simple Fund 360toReview
Asset valuation chasing for year-end
Designed around a clear trigger inside BGL Simple Fund 360, a reviewed AI draft and a measurable reduction in admin time.
BGL Simple Fund 360toReview
Compliance review note drafts for partner sign-off
Designed around a clear trigger inside BGL Simple Fund 360, a reviewed AI draft and a measurable reduction in admin time.
BGL Simple Fund 360toReview
Trustee communication drafts with fund context
Designed around a clear trigger inside BGL Simple Fund 360, a reviewed AI draft and a measurable reduction in admin time.
BGL Simple Fund 360toReview
How the integration works
AI inside BGL Simple Fund 360, not bolted on top.
BGL Simple Fund 360 typically integrates via its REST API, native app connector or supported partner add-ons. Horizon AI builds the integration inside a sandboxed practice user so workflows touch only the data, ledgers and clients explicitly in scope.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire BGL Simple Fund 360 into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
BGL Simple Fund 360Source
Reviewed draftReview gate
BGL Simple Fund 360Action
- AI Summary drafted review
- OK BGL Simple Fund 360 update prepared queued
Often paired with
Software we build BGL Simple Fund 360 workflows alongside.
Best fit for
BGL Simple Fund 360 sits at the centre of accounting and bookkeeping teams.
If you run accounting and bookkeeping on BGL Simple Fund 360, the sector landing page covers the full software stack we build around.
Common questions
BGL Simple Fund 360 AI automation, answered.
Can Horizon AI integrate with BGL Simple Fund 360?
In most cases yes. BGL Simple Fund 360 exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace BGL Simple Fund 360?
No. BGL Simple Fund 360 stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside BGL Simple Fund 360.
Which accounting and bookkeeping workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for accountants and bookkeepers patterns we have built before.
Ready to layer AI inside BGL Simple Fund 360?
Tell us the BGL Simple Fund 360 workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.