Benefits for Accounting Practices
Stop chasing documents. Start scaling the practice.
Run every client from one workspace. Capture, reconciliation and filing drafts across the whole client book — and every approval stays yours.
Reconcile the month in an hour. File with confidence.
AI does the month-end grind. You stay in charge of every number.
Email inbox
WhatsApp / Viber
Drive & uploads
Scanner
Invoice Purchases · 24% VAT Client: Hellenic Foods Ltd
Supplier Aegean Imports
ΑΦΜ EL998877665
Date 04/03/2026
doc #4021 · pdf
ΤΙΜΟΛΟΓΙΟ 04/03/2026
Εκδότης
Aegean Imports
Λήπτης
Hellenic Foods Ltd
ΑΦΜ EL998877665
ΠεριγραφήΑξία
Εμπορεύματα — χονδρική πώληση€1,000.00
Καθαρή αξία€1,000.00
ΦΠΑ 24%€240.00
Σύνολο€1,240.00
EN
E. Nikolaou
Approve
Net €1,000.00
ΦΠΑ 24% €240.00
Total €1,240.00
ERP · draft journal 11 documents captured today
#4019 €486.00 posted
#4020 €1,102.50 posted
#4021 €1,240.00 draft synced
01 Receive
02 Read
03 Classify
04 Post
#4021 Aegean Imports €1,240.00 draft
Bank
Invoice + receipt OCR
myDATA · MARK 2 checks passed · 1 finding
63 book entries · all carry MARKs · no duplicates
Characterisations agree with ledger categories
1 supplier invoice not in myDATA — €500.00 net
ERP / Accounts tool
Reconciliation Mar 2026
Invoice #4021 Aegean Imports · €1,240.00 Matched
Bank txn · IRIS €1,040.00 Review Explained
€1,000.00 net + 24% ΦΠΑ (€240.00) − 20% withholding (€200.00) = €1,040.00 paid. Expected difference — matched to Invoice #4021.
myDATA · MARK 400001889 €1,240.00 · type 1.1 Matched
ERP entry · 7841 Patras Distribution · €500.00 · missing in myDATA Review
Invoice #4025 Olympus Trading · €2,310.00 Matched
Trial balance · Mar 2026 Period tie-out Tied to myDATA
Books myDATA
Sales 24% €38,420.00 €38,420.00
Purchases 24% €21,300.00 Δ €500.00 €20,800.00
1 supplier invoice not transmitted · ΦΠΑ €120.00 · tracked for review
Period tie-out Books tied to myDATA
2 findings ready for review — €500.00 supplier invoice · month tie-out EN E. Nikolaou
Reviewed · books tied to myDATA · month locked
myDATA has no trial balance. TaxLayer ties your books to it anyway.
01 Gather
› 02 Match
› 03 Explain
› 04 Audit myDATA
› 05 Tie out
Reconciled ledger Mar 2026 · tied to myDATA myDATA e-books 53 document types Client Hellenic Foods Ltd
Περιοδική ΦΠΑ · Q1 2026 (600)
Hellenic Foods Ltd · ΑΦΜ EL998877665
1 tracked item Exported Due 30 Apr 2026
from myDATA · 41 invoices
from myDATA · 6 invoices
from ledger · 57 documents
from bank · 3 payments
01 Check › 02 Draft › 03 Approve › 04 Export
How it works
01 Capture
Chases the paperwork.
Email, Viber, WhatsApp, ERP — every document in, duplicates caught.
-
Gmail
-
Outlook
-
WhatsApp / Viber
- ERP
- Mobile scanner
Inbox
Hellenic Foods Ltd INV-2026-0473 · ΑΦΜ 094216851
€12,450.00 ΦΠΑ 24%
Captured Aegean Imports Receipt #1029
€348.20
Captured Dimitriou & Co INV-2026-0481 · ΑΦΜ 998532104
€8,920.00 ΦΠΑ 24%
Processing Patras Distribution INV-2026-0496 · ΑΦΜ 094887302
€4,210.50 ΦΠΑ 24%
Captured Every channel, one inbox
The capture agent seeks out every invoice, receipt and statement from email, chat and your ERP — extracted clean, duplicates caught.
Filed where it belongs
Each document is classified and proposed as a draft entry. Nothing posts until someone on your team says so.
02 Check
Bank, documents, myDATA and ERP — matched in one pass against Greek tax rules, not AI guesswork.
Checks it four ways.
Bank
Documents · OCR
myDATA · MARK source of truth
ERP / Accounts
Reconciliation · Mar 2026
Invoice #4021 · Aegean Imports €1,240.00 Matched
Bank txn · €1,040.00 Explained
−20% withholding on €1,000 net — expected difference
ERP entry 7841 · Patras Distribution Review
Every mismatch is flagged with the rule cited and a plain-language explanation of what's wrong. You see exactly what's broken, why, and what the fix is — before anything moves.
03 Approve
Drafts the filing, never files it.
It proposes. You approve. Only then does anything reach AADE.
- Draft ready draft
VAT Φ2 · Hellenic Foods Ltd · workings attached
- You review review
Every number, with its source shown
- You approve approve
E. Nikolaou · one click
- Export TAXISnet XML export
F2_Q1_2026_HellenicFoods.xml — you file
Then ask it anything.
How does our VAT position compare to last quarter?
Output VAT is €4,120 higher than Q4 — mostly the Hellenic Foods invoices approved in March. Input VAT is broadly flat, so the net position moved with sales.
If the number isn't there, it says so. It never invents one.
You review. You approve. You file.
The agents
Three agents replace the patchwork.
OCR tools, matching spreadsheets, VAT workbooks, myDATA bridges — one system where the point tools overlap. Your ERP stays connected.
Capture
Reconciliation
Tax & myDATA
Reports & insights
Your ERP stays — TaxLayer connects to it
Benefits for Finance Teams
Close faster. Reconcile cleaner. Stay audit-ready.
The close runs continuously. Exceptions come to your team, the books stay current between month-ends, and every action is logged for audit.
Benefits for Business Owners
Run your books in minutes, not weekends.
Snap a receipt or forward an invoice — your books stay tidy and myDATA-ready, and your accountant sees everything live. No finance team required.
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.
Reconciliation Agent
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.
Tax Agent
Every filing drafted, nothing sent without you
The tax agent tracks every obligation across every client — VAT (Φ2), E3, withholding — and drafts each return with the workings shown. It proposes, you approve. Only after your sign-off does anything reach AADE, with every action logged for audit.
AI Powered Reports
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.
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.
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.
Scenarios
We speak myDATA.
Every document type your clients produce, every filing you owe — handled in one system.
53 document types 9 VAT categories 30 exemption codes TAXISnet-ready
myDATA document types
01 Sales invoices 1.1–1.6
AADE myDATA · 1.1–1.6 · 6 types
1.1 Sales invoice
1.2 Intra-Community supplies
1.3 Supplies to third countries
1.4 Sale on behalf of third parties
1.5 Third-party sales clearance & fees
1.6 Supplementary document
Covered
02 Service invoices 2.1–2.4
AADE myDATA · 2.1–2.4 · 4 types
2.1 Service invoice
2.2 Intra-Community supply of services
2.3 Third-country service invoice
2.4 Supplementary document
Covered
03 Acquisition titles 3.1–3.2
AADE myDATA · 3.1–3.2 · 2 types
3.1 Non-obliged issuer
3.2 Refusal to issue by obliged issuer
Covered
04 Credit notes 5.1–5.2
AADE myDATA · 5.1–5.2 · 2 types
5.1 Credit invoice, related
5.2 Credit invoice, not related
Covered
05 Self-delivery & self-supply 6.1–6.2
AADE myDATA · 6.1–6.2 · 2 types
6.1 Self-delivery record
6.2 Self-supply record
Covered
06 Contracts & rents 7.1 · 8.1 · 15.1 · 16.1
AADE myDATA · 7.1 · 8.1 · 15.1 · 16.1 · 4 types
7.1 Contract — income
8.1 Rents — income
15.1 Contract — expense
16.1 Rents — expense
Covered
07 POS, catering & fees 8.2–8.6
AADE myDATA · 8.2–8.6 · 4 types
8.2 Climate Crisis Resilience Fee
8.4 POS collection receipt
8.5 POS refund receipt
8.6 Catering order slip
Covered
08 Dispatch & quantity documents 9.x–10.x
AADE myDATA · 9.x–10.x · 5 types
9.1 Dispatch note, related
9.2 Consolidated dispatch note
9.3 Dispatch note
10.1 Quantity receipt form, related
10.2 Unrelated quantity receipt form
Covered
09 Retail receipts (ΑΛΠ / ΑΠΥ) 11.1–11.5
AADE myDATA · 11.1–11.5 · 5 types
11.1 Retail sales receipt
11.2 Retail services receipt
11.3 Simplified invoice
11.4 Retail credit note
11.5 Retail sales on behalf of third parties
Covered
10 Expenses & retail purchases 13.x
AADE myDATA · 13.x · 6 types
13.1 Retail transaction purchases (domestic/foreign)
13.2 Services from retail transactions
13.3 Shared expenses
13.4 Subscriptions
13.30 Self-declared accounting source documents
13.31 Retail credit note (domestic/foreign)
Covered
11 Cross-border acquisitions & EFKA 14.x
AADE myDATA · 14.x · 7 types
14.1 Intra-Community acquisitions
14.2 Third-country acquisitions
14.3 Intra-Community receipt of services
14.4 Third-country services receipt
14.5 EFKA & social security organisations
14.30 Self-declared accounting source documents
14.31 Domestic/foreign credit note
Covered
12 Payroll, depreciation & adjustments 17.1–17.6
AADE myDATA · 17.1–17.6 · 6 types
17.1 Payroll
17.2 Depreciation
17.3 Revenue adjustments — accounting basis
17.4 Income adjustments — tax basis
17.5 Expense adjustments — accounting basis
17.6 Expense adjustments — tax basis
Covered · Payroll routed separately
Filings & processes
01 VAT return Φ2
Filing · Φ2
- Drafted from reconciled, provenance-tagged numbers
- Workings attached to every figure
- TAXISnet XML export — you review, approve and file
Export-ready
02 VAT rate categories 9 RATES
Filing · 9 rates
24% Standard rate
13% Reduced rate
6% Super-reduced rate
17% / 9% / 4% Island & special rates
3% L.5057/2023
0% Exempt & reverse charge
— Records without VAT
Covered
03 VAT exemptions 30 CODES
Filing · 30 codes
- All 30 exemption codes, each tied to its VAT Code article
- Applied and validated during classification
Covered
04 Income statement mapping E3
Filing · E3
- Primary and alternate E3 classifications per document type
- Drafted from the same reconciled base as the VAT return
- Every mapping shown for review
Covered
05 Withholding taxes WHT
Filing · WHT
- Withholding recognised where invoice and payment amounts differ
- Expected differences explained automatically in reconciliation
Recognised in reconciliation
06 myDATA integrity audit MARK
duplicates · gaps · characterisation checks
Filing · MARK
- Duplicate MARKs and gaps detected
- Characterisations checked against ledger categories
- Supplier invoices missing from myDATA flagged
Covered
07 Trial balance tie-out TB↔myDATA
Filing · TB↔myDATA
- Books tied to myDATA, line by line
- Sales and purchases compared per rate, deltas explained
- Tie-out runs before every filing draft
Covered
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, 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.
Does TaxLayer file tax returns automatically?
No — and it never will without you. The tax agent drafts returns and queues them as proposals. A person at your firm reviews the workings and approves before anything reaches AADE. Nothing files itself.
How does the AI match records — and how confident can I be?
Every match comes with a confidence score and a reasoning trail — VAT match, name match, amount and line-item alignment, classification signals — so you see exactly why TaxLayer thinks two records are the same. High-confidence matches auto-apply; borderline ones surface for review.
What audit evidence does TaxLayer keep?
Every match, override, suggestion and resolution is logged with timestamp, actor and outcome. Two-year retention, exportable as a self-contained evidence pack in clicks.
Do I still need an accountant?
TaxLayer handles capture, bookkeeping, myDATA-ready records and VAT tracking automatically. Many owners run on TaxLayer alone; others share a portal with their accountant for review, approval and filing.
How does TaxLayer handle myDATA submissions?
TaxLayer classifies every invoice against the full myDATA taxonomy, applies the right VAT category and exemption codes, and prepares and validates everything for filing. Your accountant reviews and approves, and TaxLayer produces the TAXISnet XML export for them to file — with an evidence log of every record prepared.
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, draft and export — you file — and see the platform working on your books before you decide. No credit card required to start.