Simple Fund 360
by BGL Corporate Solutions
Australian SMSF administration and accounting software for accountants and fund administrators.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Funds
- Members
- Transactions
- Investments
- Tax returns
Load Simple Fund 360 funds into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Simple Fund 360 data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Simple Fund 360 uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in BGL Corporate Solutions if you need help.
04How it works
How it works in DataMind.
-
Pick Simple Fund 360.
Open Lake, pick Simple Fund 360 in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Simple Fund 360 API docs.
-
Answer a few questions.
The AI reads the Simple Fund 360 documentation, then asks which credentials you will use, which data to sync (for example funds and members), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Simple Fund 360 data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
