Quickstart Guide

This guide helps you configure your Antei workspace and connect your systems in a few simple steps. You can complete this process in under 15 minutes.

1. Set Up Your Organization

Before connecting systems or syncing data, configure your organization-level settings:
  • Add legal entities and associated countries
  • Define compliance responsibilities (users or teams)
  • Choose default currencies and reporting preferences
  • Set up your audit trail and access controls
πŸ” These settings govern entity-level jurisdiction handling, security, and tax logic configuration.
β†’ Go to Entity & Org Setup

2. Connect Your Systems

Navigate to Integrations β†’ Connect and choose from available systems: β†’ For full integration list, visit Supported Integrations

3. Configure Sync Settings

Once connected, customize sync settings by:
  • Choosing sync frequency (real-time, daily, or manual)
  • Selecting historical data range
  • Defining filters (entity-level, customer segments, etc.)
β†’ More on Syncing Scope

4. Enable Compliance Workflows

Activate workflows based on jurisdiction-specific requirements:
  • Registration status
  • Return preparation
  • Filing cadence
  • Invoice compliance logic
You can manage workflows from the Compliance Control Center. β†’ Explore Compliance Sync

5. Verify Your Setup

Antei will automatically run system checks to verify:
  • Integration connection health
  • Token validity and scope
  • Data sample validation (e.g., invoice count, tax fields, metadata)
You can view all validation logs under Settings β†’ Logs & Status.

Optional: Set Up Invoicing & Vault

  • Invoicing Engine β€” Localized, tax-compliant invoice generation with reverse charge, multilingual, and currency support
    β†’ Configure Invoicing
  • Vault β€” Central storage for returns, notices, certificates, and correspondence
    β†’ Set Up Vault

Support & Troubleshooting


Next Steps