Automate your financial workflows with AI ‍

Capture documents from anywhere, reconcile across systems, turn raw files into compliant myData submissions, and unlock real-time financial insight directly from myData.

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Integrates With:

Everything you need to

process, reconcile, and understand

your financial data

Capture

Automatically collect invoices, receipts, and financial documents from email, messages and your own files.

Reconcile

Match records across your ERP, bank transactions, myData, and uploaded documents to see what’s missing or incorrect.

Insights

Use AI to generate reports, monitor key metrics, and understand your financial position from your myData records.

Built for the people running financial operations

Accounting Firms

Manage multiple clients, automate document collection and posting, and resolve reconciliation issues from one central platform.

Finance Teams

Automate document processing, reconcile data across ERP, bank, and myData, and ensure every transaction is complete and accurate.

Business Owners

Access real-time revenue, expenses, and VAT insights directly from myData, use AI to generate reports and generate insights on your financial metrics without.

Collect documents from everywhere automatically

Connect Gmail, Outlook, WhatsApp, and uploads to automatically collect invoices and receipts into a single, unified inbox. No manual forwarding or chasing documents.

Turn documents into structured financial data

TaxLayer extracts key fields like supplier, VAT, and totals from PDFs and images using world-class OCR, transforming unstructured files into clean, usable data.

See what matches and what doesn’t

Automatically reconcile data across myData, ERP systems, bank transactions and documents. Instantly identify missing, duplicated, or incorrect records.

Generate and submit compliant myData records

TaxLayer AI converts extracted data into myData-compliant XML, applies correct VAT treatments, and sends it directly to ERP systems like SoftOne and Epsilonnet.

Connect your entire financial stack

Integrate with ERP systems, accounting tools, email providers, and messaging platforms to automate your end-to-end workflow.

Give clients real-time visibility into their data

Provide clients with secure access to revenue, expenses, and VAT metrics, paired with TaxLayer AI models to generate insights and reports.

Frequently questions

What does TaxLayer actually do?

  • TaxLayer brings your entire financial workflow into one place. It collects documents from email, messaging apps, and uploads, extracts and structures the data, reconciles it across systems like ERP, bank, and myData, and generates compliant outputs and real-time financial insights.

How does TaxLayer collect documents?

  • You can connect Gmail and Outlook accounts, use WhatsApp or Viber for mobile scanning, or upload files manually. TaxLayer AI searches for and automatically ingests invoices, receipts, and PDFs from all sources into a unified document inbox, classifies them and automates tedious admin tasks.

How does the reconciliation work?

  • TaxLayer matches data across your documents, ERP systems, bank transactions, and myData records. It highlights what’s matched, missing, or inconsistent, so your team can quickly identify and resolve issues without manual cross-checking.

Can TaxLayer generate myData submissions automatically?

  • Yes. TaxLayer extracts data from documents, applies the correct VAT treatments, generates compliant myData XML, and can send it directly to ERP systems such as SoftOne, Dynamics 365, and others.

What systems does TaxLayer integrate with?

  • TaxLayer integrates with ERP and accounting systems, email providers like Gmail and Outlook, and mobile channels like WhatsApp. It also connects directly to myData to synchronize and process financial records.

Can my clients access their own data?

  • Yes. TaxLayer includes a secure client portal where business owners can view their revenue, expenses, and VAT position, along with AI-generated insights, without accessing your internal systems.

Is my data secure?

  • Yes. TaxLayer uses secure authentication, role-based access controls, and encrypted data handling to ensure your financial data remains protected at all times.
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Contact
  • support@taxlayer.io
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