Connect BGL

You connect BGL for one workspace. FreeAML stores the BGL refresh token on the server. You do not see it again.

This connection uses BGL sign-in. It stays turned off until FreeAML has a BGL app. BGL asks you to test on staging, then email api@bglcorp.com.au for production. You also sign their API agreement, complete their security questionnaire, and show them the connection. The public guide is the [BGL API](https://docs.api.bgl360.com.au/).

Connect the workspace

1. 1

   Sign in.

2. 2

   Open Integrations.

3. 3

   Under BGL, select Connect with BGL.

4. 4

   Sign in on BGL’s page and approve access.

5. 5

   You return to Integrations. The label is the account id BGL returned. Copy the webhook address and give it to BGL so they can register document messages.

Send a check

1. 1

   Search an entity by name or email. A Simple Fund 360 entity, a CAS 360 company, and a CAS 360 trust can all appear.

2. 2

   Enter your client’s email and a reference. You do not enter their identity details. If the entity has an email, it is filled in and you can change it.

3. 3

   Choose a service charge of $0, $25, $50, or $100. That amount is for this verification only.

4. 4

   Select Create verification. Your client pays. An individual check is $20. A company, trust, or SMSF check is $40. Your client chooses which one on the link and enters their own details.

5. 5

   The service charge, when you add one, is paid to this workspace.

When the check is complete or has failed, FreeAML uploads the report PDF. A Simple Fund 360 entity uses the audit document upload. A company or trust gets a document record, then the PDF as an attachment. The same status is uploaded once. BGL can also post a document change to the webhook address. FreeAML answers with the message BGL publishes for an accepted request.