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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.

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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
🔐 These settings govern entity-level jurisdiction handling, security, and tax logic configuration.
→ Go to Entity & Org Setup

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2. Connect Your Systems

Navigate to Integrations → Connect and choose from available systems:

Stripe

Connect your Stripe account using secure OAuth. Syncs include invoices, transactions, products, and subscriptions.

QuickBooks

Connect QuickBooks for syncing expenses, invoices, accounts, and vendors.
→ For full integration list, visit Supported Integrations

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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.)
→ More on Syncing Scope

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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. → Explore Compliance Sync

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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 → Logs & Status.

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Optional: Set Up Invoicing & Vault

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

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Support & Troubleshooting

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Next Steps