01
Reconciliation agent
Matches bank lines to invoices and myDATA records as they arrive. You get a short list of the ones that need a decision.
Close month-end
in hours, not days.
AI for Greek accounting and finance teams
Use the power of TaxLayer AI to automate bank and ledger reconciliation, expense management, data analysis and more. You stay in control: review, approve, done.
What TaxLayer does
The month closes itself.
You just approve.
Every bank line is matched to its invoice, or recorded with a reason. Nothing is left unexplained.
Your books are checked against myDATA area by area: sales, purchases, payroll, VAT. You see what matches, what is left to sort out, and what each difference is made of.
Connect SoftOne, EpsilonNet Pylon or Xero and TaxLayer posts approved entries straight in, using the suppliers, VAT codes and series it pulls from your ERP. No direct connection? Download an Excel template for your ERP. Each line is exported once.
Your budget beside what really happened, month by month and line by line. You see where you are over or under, and why.
Bank lines · September 2026 · Plaka Bakery OE
Bank lineAmountAccounted for by
Μύλοι Θεσσαλίας ΑΕ −€3,720.00 Unexplained Invoice ΤΔΑ-2026-104
Ενέργεια Αττικής ΑΕ −€312.40 Unexplained Invoice 9/2026
Bank charge −€4.50 Unexplained Bank charge, no document needed
Transfer to savings −€5,000.00 Unexplained Transfer between your accounts
Καφέ Πλάκα +€2,480.00 Unexplained Sale 0091
5 of 5 bank lines accounted for
Books vs myDATA · September 2026 · Plaka Bakery OE
AreaBooksmyDATAResult
Sales €28,640.00 €28,640.00 Checking… Matches
Purchases €16,420.00 €17,660.00 Checking… €1,240.00 to sort out
Payroll €6,180.00 — Checking… Checked
VAT out €6,873.60 €6,873.60 Checking… Matches
VAT in €3,940.80 €4,238.40 Checking… €297.60 to sort out
What makes it up: In myDATA, not in the books · 1 invoice · €1,240.00
September: 3 of 5 areas match
Approved entries · September 2026 Post to Pylon Posting… ✓ Posted
EntryGL accountAmountERP
Μύλοι Θεσσαλίας ΑΕ 24.01 Raw materials −€3,720.00 Approved Posted
Ενέργεια Αττικής ΑΕ 62.00 Electricity −€312.40 Approved Posted
Ασφάλειες Ιονίου ΑΕ 62.05 Insurance −€1,312.00 Approved Posted
Καθαριστικά Κρήτης ΑΕ 64.08 Cleaning supplies −€188.60 Approved Posted
Καφέ Πλάκα 70.00 Sales of goods +€2,480.00 Approved Posted
5 entries posted to EpsilonNet Pylon
Budget vs actual · September 2026 · Plaka Bakery OE
LineBudgetActualVariance
Raw materials €4,000.00 — €4,132.00 Over by €132.00
Electricity €300.00 — €312.40 Over by €12.40
Insurance €1,312.00 — €1,312.00 On budget
Marketing €600.00 — €240.00 Under by €360.00
Payroll €6,000.00 — €6,180.00 Over by €180.00
September: €35.60 under budget
AI agents
Put an agent on the work.
You review what it did.
Each agent takes one part of the close. You switch it on once, it works on your own data, and it brings you only what needs a decision.
02
Capture agent
Reads invoices and receipts from email and uploads, pulls out supplier, VAT and totals, and suggests the GL account. Nothing is typed twice.
03
Reporting agent
Builds the month-end pack from reconciled books: profit and loss, balance sheet, VAT and budget vs actual. Ready to check and send.
04
Insights agent
Ask a question about your numbers and get the answer with the figures behind it. Dashboards update as the data comes in.
Dashboards and analysis
One picture of the business.
From myDATA, banks, ERP.
Income and expenses from myDATA, set against what actually moved through the bank and what is posted in the ERP. One figure for the period, with every source behind it.
VAT in and out as myDATA reports it, checked against your books, with the amount to pay worked out as the month goes. A running estimate of the year’s income tax sits beside it.
Set a budget once and watch actuals fill in from the bank, myDATA and ERP entries. Lines that run over are flagged while there is still time to act.
Written reports generated from your own data: what changed, why, and what to look at. Every figure traces back to a myDATA record, a bank line or an ERP entry.
Income and expenses · Jan to Sep 2026
Income€131,410.00
Expenses€85,230.00
Result€46,180.00
J F M A M J J A S
myDATA412 invoices Banks2 accounts ERP398 entries
VAT and tax · September 2026
VAT on sales€6,873.60
VAT on purchases−€4,238.40
VAT to pay€2,635.20
myDATA and books agree€6,873.60 = €6,873.60
Income tax estimate, year to date €10,159.60 22% of result €46,180.00
Budget vs actual · September 2026
Raw materials +€132.00
Electricity +€12.40
Insurance 0
Marketing −€360.00
Payroll +€180.00
Budget
September: €35.60 under budget
Management report · September 2026
September at a glance
Income reached €14,820.00, up 6.2% on August, with every sale matched to myDATA. myDATA
Expenses rose faster. Raw materials are €132.00 over budget after two supplier price increases. ERPmyDATA
Cash in the bank closed at €38,460.20 across both accounts, with every line accounted for. Banks
Worth a look: one purchase invoice of €1,240.00 is not on myDATA yet.
One system
One system, not a patchwork.
OCR tools, matching spreadsheets, VAT workbooks, myDATA bridges: the work all of them did, in one place. Fewer tools to run, fewer handoffs to get wrong. Your ERP stays connected.
Capture
Reconciliation
Tax & myDATA
Reports & insights
Your ERP stays. TaxLayer connects to it.
Who it is for
Accounting firms
Stop chasing. Start scaling.
Run every client from one workspace. Capture, reconciliation and filing drafts across the whole client book.
- One workspace for the whole client book
- Capture and reconciliation run for every client
- Filing drafts ready for your review
Businesses
Run your books in minutes, not weekends.
Snap a receipt or forward an invoice. Your books stay current and myDATA-ready between month-ends, exceptions come to you or your team, and every action is logged for audit.
- Snap a receipt or forward an invoice
- Books current and myDATA-ready all month
- Every action logged for audit
Features
Everything the month needs,
in the same place.
Beyond reconciliation: expenses, questions for the AI, several companies, teams, and connections to the systems you already use.
01
Expense management
Receipts and invoices are read on capture, coded to the right account and matched to the payment at the bank. Expenses reconcile themselves.
02
Chat with the AI
Ask about any client, period or figure in plain language. Answers come from your own myDATA, bank and ERP data, with the entries behind them.
03
Multi-entity and group management
Run several companies from one login. Switch entity in a click, or see the group together with consolidated figures.
04
Team-based permissions
Give each person the clients and actions they need: view, prepare, approve. Every change is logged against who made it.
05
MCP
Connect TaxLayer to your own AI assistant over MCP (Model Context Protocol). It reads your books and runs TaxLayer’s tools with the same permissions you have.
06
Integrations
myDATA, Greek banks, SoftOne, EpsilonNet Pylon and Xero, plus email and Drive for documents. Your ERP stays. TaxLayer connects to it.
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
Month-end, without the grind.
Say goodbye to gathering documents by hand and the back-office grind that comes with it.
Frequently asked questions
What is TaxLayer?
TaxLayer is the finance platform built for Greek accounting firms and businesses. 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 firms managing a book of clients, and businesses keeping their own books, with a finance team or without one. Both get the same plans; firms also get clients included.
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. Returns are drafted and queued 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 free on Freemium with your own data: capture documents and keep a myDATA-reconciled view of your books, with no card and no time limit. When you need the full capture-to-export workflow, upgrade to Pro from inside the app.