Ingest
Pull every record into one place
TaxLayer continuously pulls data from myData, ERP postings, bank transactions, and the document inbox into a single workspace.
Features
Reconciliation
Automatically reconcile across myData, ERP, bank transactions, and uploaded documents. See what is missing, duplicated, or inconsistent — with a confidence score on every match.
A continuous loop
Four stages running in real time
Reconciliation never stops. As new records flow in, TaxLayer cycles through the four stages continuously — keeping every book in sync without manual triggers.
Match
AI lines records up across sources
The reconciliation engine matches every document against ERP, bank, and myData — line by line, at any scale.
Resolve
Surface and fix exceptions
Gaps, duplicates, and inconsistencies are flagged with confidence scores and suggested resolutions, so you clear them in minutes.
Sync
Push verified state back, loop restarts
Verified records flow back to your ERP and myData. The loop runs continuously, keeping books reconciled in real time.
Reconciliation Cockpit
AI reconciles your books — and suggests the fix when it can’t
The reconciliation cockpit watches every system in real time, automatically matching the records that line up and surfacing the ones that don’t. Every flagged item arrives with an AI-suggested resolution and a one-click apply, so your team works on the borderline cases instead of hunting for the obvious matches.
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Cross-System Reports & Views
Build the view you actually need — across every system, in seconds
Pull data from your ERP, your bank, your AADE myDATA records or your reconciled ledger into a single view, ask a question in plain language, and get a custom report or saved view in seconds. No CSV juggling, no pivot-table archaeology, no waiting on the data team.
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Instant Gap Detection
Spot what’s missing the moment it goes missing
TaxLayer compares every transaction across myDATA, your ERP and your bank in real time, instantly flagging anything that’s in one system but missing from another. You see exactly where the gap is, what it’s worth and what it’ll take to close — before it becomes a month-end problem.
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Frequently asked questions
What does TaxLayer actually reconcile?
Every document, every ERP entry, every bank transaction and every AADE myDATA submission is matched against each other in one continuous reconciliation. If a number lives in any of those systems, TaxLayer is comparing it to the others.
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 happens when records don’t match?
Mismatches arrive in the reconciliation cockpit with the precise reason — missing amount, ambiguous party, duplicate, direction unclear, bank fee detected — and an AI-suggested resolution. Apply the fix in a click, route it to manual review, or assign it to a teammate.
How real-time is real-time?
As soon as a document, ERP entry, bank line or AADE submission lands, the reconciliation cockpit updates. There is no batch — your books are reconciled the moment a new transaction touches any connected system.
What audit evidence does TaxLayer keep?
Every match, override, suggestion and resolution is logged with timestamp, actor and outcome — and every AADE submission is sealed with its unique invoice mark and transmission mark. Two-year retention, exportable as a self-contained evidence pack in clicks.
Can my team work in parallel without stepping on each other?
Yes. Role-based access, scoped permissions, exception assignment and a dead-letter queue with one-click retry let your team divide the queue and resolve cases independently — with every action visible in the audit trail.
Do I need a query language to build cross-system views?
No. Pick your data sources — ERP, bank, AADE myDATA or your reconciled ledger — and ask a question in plain language. TaxLayer assembles the report or saved view in seconds. No SQL, no pivot tables, no waiting on the data team.
