Welcome and 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?

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TaxLayer is a compliance and finance automation platform for myData. It streamlines e-invoicing, document processing, and myDATA submissions by combining:

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• ​AI-powered extraction (Greek & English)
• ​Automated compliance validation (myDATA-aware)
• ​Customisable workflows (from quick checks to full automation)

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Outcome: fewer rejections, faster close, clearer audit trails.

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👥 Who is it for?

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• ​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.

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✅ What you’ll accomplish today (5–7 minutes)

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• ​Create your first client
• **Connect **your first external tool and set up an automation rule.
• ​Upload & validate your first invoice

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🚀 Quick Start: 3 Steps

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1) Create your first client (≈2 min)

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Add Name, VAT/ΑΦΜ, Country, Currency. This organises documents and enables client-level validation & reporting. 🔗 Go deeper: [Client Management → Creating Clients]

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2) Upload a document (≈1 min)

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Drag & drop PDF/CSV/XLSX/JPG/PNG (≤10MB). TaxLayer runs OCR + extraction and immediate myDATA validation. 🔗 Go deeper: [Document Management → Upload & Processing]

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3) Review & (optionally) submit (≈2–4 min)

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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]

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🧠 Why TaxLayer is different

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• ​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

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🔒 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.”

📌 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]

Updated on: 14/04/2026