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
🔐 These settings govern entity-level jurisdiction handling, security, and tax logic configuration.→ Go to Entity & Org Setup
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.
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.)
4. Enable Compliance Workflows
Activate workflows based on jurisdiction-specific requirements:- Registration status
- Return preparation
- Filing cadence
- Invoice compliance logic
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)
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
Support & Troubleshooting
- Contact tech@antei.com for support
- See the FAQ for answers to common setup questions
- Monitor system status via Audit Logs