> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Books, Connections and accounting systems

> Getting your ERP files in, and where accounting-system connections stand

## Books & ledgers (file upload)

The way to get figures from your accounting system into TaxLayer today. Businesses: **Books & ledgers** in the sidebar. Firms: the client's **Books & ledgers** tab. **Pro and Premium.**

Six boxes, each with a **Download template**:

| Box | What it is | Used by |
| - | - | - |
| Purchases | Purchase invoices from your accounting system | Co-pilot |
| Sales | Sales invoices | Co-pilot |
| Chart of accounts | Your list of accounts | Budget vs Actual |
| Ledger balances | Movement per account per month | Budget vs Actual |
| Budget | The year's budget | Budget vs Actual |
| Trial balance | A month's trial balance | Budget vs Actual |

Drop a .xlsx, .xls or .csv (under 10 MB) on a box. TaxLayer asks which month or year it's for, checks every row, and either files it (*✓ 48 rows added for September 2026*) or refuses the whole file with the first problem it found (*Row 12, column "Net": "abc" is not an amount.*). Use the template's column headings; Greek or English half of each heading is enough.

Uploading the same month again replaces the earlier file. For a client who keeps the files on their own computer, **Get upload link** makes a 30-minute link they can open in any browser.

## Connections (accounting systems)

**Connections** in the sidebar (Pro) is where accounting-system, AI-key and file-storage connections live. SoftOne, Epsilon Pylon and Xero can be connected and synced, and documents can be posted to them from Documents › **Actions** › **Export selected** › *Sync with your ERP or accounting tool*.

> [!NOTE]
>
> Accounting-system posting is being rolled out firm by firm. If you want to post documents to SoftOne, Pylon or Xero, ask support before relying on it, and use Books & ledgers for reconciliation in the meantime.

## Live bank connection

A read-only PSD2 connection to Greek banks is switched on per organisation. Ask support if you'd like it. Statement upload works for everyone — see [Bank statements](https://tax-layer.mintlify.site/getting-started/bank-statements.md).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.