Welcome & Getting Started
Welcome to TaxLayer, your all-in-one platform for automating myDATA compliance and managing financial documents with the help of AI-powered validation.
🧾 What is TaxLayer?
TaxLayer is a compliance and finance automation platform for myData. It streamlines e-invoicing, document processing, and myDATA submissions by combining:
AI-powered extraction (Greek & English)
Automated compliance validation (myDATA-aware)
Customisable workflows (from quick checks to full automation)
Outcome: fewer rejections, faster close, clearer audit trails.
👥 Who is it for?
Accounting firms — manage multiple clients, reduce manual entry, prevent myDATA rejections.
Businesses (in-house finance) — automate invoice checks & submissions without changing your ERP overnight.
Compliance teams — monitor validation health, submissions, and evidence from a single place.
Pain point solved: No more guessing “why did myData reject this?” — TaxLayer explains issues in plain language and suggests fixes.
✅ What you’ll accomplish today (5–7 minutes)
Create your first client
Upload & validate your first invoice
(Optional) Submit to myDATA (or test in Sandbox first)
🚀 Quick Start: 3 Steps
1) Create your first client (≈2 min)
Add Name, VAT/ΑΦΜ, Country, Currency. This organises documents and enables client-level validation & reporting. 🔗 Go deeper: [Client Management → Creating Clients]
2) Upload a document (≈1 min)
Drag & drop PDF/CSV/XLSX/JPG/PNG (≤10MB). TaxLayer runs OCR + extraction and immediate myDATA validation. 🔗 Go deeper: [Document Management → Upload & Processing]
3) Review & (optionally) submit (≈2–4 min)
Fix flagged fields using guided, safe suggestions → re-validate. Ready to report? Submit to Sandbox first, then Production. 🔗 Go deeper: [Validation & Quality Control → Production Validator] · [myDATA Integration]
Tip: Prefer a dry run? Keep Sandbox on until the dashboard shows 0 critical errors.
🧠 Why TaxLayer is different
Client management — structure, hygiene, and vendor-level error patterns
AI that knows myDATA — catches rule/code issues before AADE does
Workflows — drag-and-drop steps (validation, duplicates, sandbox submit, approvals)
Knowledge “Brain” — add your policies; AI answers with your context
Monitoring & analytics — error trends, submission evidence, costs
Billing & limits — switch plans when volume grows
🔗 Explore: [Workflow System] · [Knowledge Management System] · [Monitoring & Analytics]
🔒 Trust & Privacy (plain English)
You get a private, per-account AI model for personalisation and training.
We do not train global models on your clients’ invoices.
Data is protected with encryption and row-level security. 🔗 Learn more: [Data Management & Security]
🧭 Choose your path
I’m an Accountant (multi-client)
Create two clients you work on this month
Upload a small batch per client
Use Errors view → Apply safe bulk fixes
Sandbox submit, then production 🔗 Help: [Validation & Quality Control]
I’m a Business (in-house finance)
Create your company as the client
Upload this month’s invoices (PDF or export XLSX)
Fix issues with guided suggestions
Enable auto-processing once confident 🔗 Help: [Feature Toggles → Document Processing Mode]
💬 Ask the AI for help (anytime)
Open Chat and try:
“Why did these invoices fail and how do I fix them?”
“Summarise this batch’s errors by vendor.”
“Confirm there are no XSD fails this month.”
🔗 Learn: [Chat & AI Assistant]
📌 FAQs (new users)
Do I need myDATA credentials right away?
No. Start in **Sandbox**: upload, validate, and clear errors. Add production credentials when you’re ready to submit.
Does the AI handle Greek and English?
Yes. OCR and validation support **Greek & English** documents.
What happens if a document has errors?
You’ll see **plain-language reasons** and **safe fix suggestions** (single or bulk). Re-validate in one click.
Can I import historical documents or client lists?
Yes. Use **bulk upload** for PDFs/CSVs/XLSX and **CSV import** for clients.
Will this replace my accounting system?
No. TaxLayer focuses on **extraction, validation, and myDATA**. You can **sync** or **export** to your ledger/ERP.
Is my data used to train other customers’ AI?
No. Your account runs a **private AI model**; **client documents** are **not** used to train global models.
➡️ Next steps
Set up your profile & preferences → [Authentication & User Management]
Create your first client → [Client Management]
Upload your first invoice → [Document Management]
Clear errors with the Production Validator → [Validation & Quality Control]
Try Sandbox submission → [myDATA Integration]
Last updated