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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:

→ 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

• Contact tech@antei.com for support
• See the FAQ for answers to common setup questions
• Monitor system status via Audit Logs

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Next Steps

• → Understand How Antei Works
• → Explore Core Modules
• → Review Your Integration Scope