Capture
Pull every invoice and receipt out of email, WhatsApp and your ERP automatically.
AI that keeps your books in sync and audit-ready
One AI captures, classifies, posts and reconciles every transaction. Books, ERP and AADE always aligned
Integrates With:
Everything you need to process, reconcile, and understand your financial data
Reconcile
Match documents, ERP entries, myDATA submissions and bank transactions in one pass, and see exactly what’s broken.
Insights
Ask natural language questions and get instant answers backed by your real myDATA numbers.
Made for every finance professional
From accounting practices and in-house finance teams to auditors and small business owners — TaxLayer fits the way you work.
Accounting Practices
Manage every client from one workspace
Multi-tenant practice management with automated capture, posting, and reconciliation across the whole client book.
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Business Owners
Hands-off admin, real-time financial clarity
Document capture, reconciliation, and myData submissions handled — without hiring a finance team.
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Auditors
A workspace built for evidence
Trace every record, export evidence packs in clicks, and sample borderline cases with confidence scores.
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Finance Teams
In-house automation that keeps books current
Real-time reconciliation and audit-ready records for finance teams of any size.
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Here’s how it works
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01
Connect & extract
Plug TaxLayer into Gmail, Outlook, WhatsApp, your ERP and your bank — and AI starts pulling and extracting clean data from every invoice, receipt and statement that flows in.
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02
Classify & route
AI works out exactly what each document is, applies the right myDATA classification and VAT treatment, and routes verified data into the right tools — your ERP, AADE and your client portal.
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03
Reconcile & report
TaxLayer continuously reconciles across systems, flags anomalies the moment they appear, generates audit-ready reports and keeps a full trail of every action — so you stay closed and audit-ready, always.
OCR & Document Capture
Pull every document in from any channel
Connect Gmail, Outlook, WhatsApp, your ERP and mobile scanners — or drag-and-drop a file. Every invoice, receipt and statement lands in one unified inbox, with AI extracting clean structured data the moment it arrives.
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Reconciliation
Always-reconciled books, with AI on the borderline cases
TaxLayer continuously matches every document, ERP entry, bank transaction and AADE myDATA record against each other. Mismatches surface with the precise reason and an AI-suggested fix — so your team works exceptions, not data entry.
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Report Generation
On-demand reports across every system
Pull from your ERP, AADE myDATA or your reconciled ledger into one cohesive report. Ask in plain language, refine in chat and share with clients in a click. No CSV exports, no pivot-table archaeology.
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Insights & Analysis
Real-time KPIs, ready to ask questions of
Live revenue, expenses, customer concentration and VAT — refreshed as new documents land. Drill into any metric, ask plain-language questions and get instant answers backed by your real myDATA records.
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AI Management
AI you understand, control and trust
Choose your AI provider, set automation rules, see the reasoning behind every decision and override anything in a click — with every action logged for audit. The AI is yours, not a black box.
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Integrations
Connect your entire financial stack
SoftOne, Microsoft Dynamics 365, Epsilon Pylon, Gmail, Outlook, WhatsApp, SharePoint, your bank, AADE myDATA — TaxLayer plugs into the tools your team already uses, in both directions, so data flows where it needs to go.
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Frequently asked questions
What is TaxLayer?
TaxLayer is the AI-powered finance platform built for Greek accounting firms, finance teams and business owners. It captures documents from every channel, classifies them against AADE myDATA rules, posts them to your ERP, and keeps your books, your AADE submissions and your audit trail in lockstep — all in one workspace.
Who is TaxLayer for?
Accounting practices managing many clients, in-house finance teams closing their books in real time, auditors needing scoped read-only access with full evidence trails, and business owners running their own books without a bookkeeper. There’s a tier built for each.
What systems does TaxLayer connect to?
Native connectors for the ERPs Greek firms run on — SoftOne, Microsoft Dynamics 365, Epsilon Pylon — plus Gmail, Outlook, WhatsApp, Viber, SharePoint, Google Drive, your bank and AADE myDATA itself. New connectors are added regularly.
How does TaxLayer handle myDATA submissions?
TaxLayer classifies every invoice against the full myDATA taxonomy, applies the right VAT category and exemption codes, and submits to AADE on your behalf — with an evidence log of every transmission, including the official invoice mark and transmission mark for every record.
What languages does TaxLayer support?
Greek and English are first-class throughout — OCR, classification, AI chat, reports and dashboards. Greek number formats, AADE terminology and Greek tax concepts are baked in, not bolted on.
How is my data kept secure?
Bank-grade AES encryption in transit and at rest, EU hosting, GDPR-aligned, role-based access controls and a tamper-evident audit log of every action. Each organisation’s data is isolated at the database level — never shared, never co-mingled.
How long does it take to get started?
Most firms are processing live documents on day one. Connect your email or ERP, link your AADE myDATA credentials, invite your team, and TaxLayer starts capturing, classifying and reconciling. Onboarding assistance is included on every paid plan.
Can I try TaxLayer before committing?
Yes. Start a free trial to run TaxLayer on your own data — capture, reconcile, submit, generate a report — and see the platform working on your books before you decide. No credit card required to start.