एंगेजमेंट सेटअप· सेटअप

एंगेजमेंट सेटअप

कनेक्ट the ERP. Pick a tier. Classify the लेजर. Carry the work forward, every ऑडिट after just goes faster.

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CORAA एंगेजमेंट सेटअप, चरण 1 of 5, ERP picker

01·5-चरण सेटअप

Pick the ERP. Once.

Every एंगेजमेंट begins with three decisions: which ERP, which वित्तीय वर्ष, which accounting मानक. A guided five-चरण सेटअप captures them. लाइव कनेक्टर for Tally, OAuth for Zoho, XLSX upload for SAP, NetSuite, Busy, and Marg, same downstream वर्कफ़्लो regardless of ingestion path.

Tally Prime, desktop कनेक्टर, लाइव sync over LAN, no manual exports
Zoho Books, OAuth, fully zero-upload
SAP S/4HANA, SAP B1, NetSuite, Busy, Marg, XLSX upload
MS Dynamics, QuickBooks आ रहा जल्द
एंगेजमेंट विवरण, CIN, FY, accounting मानक, captured once, reused every वर्ष

Ingest समय: 15-20 मिनट for a 500-crore turnover कंपनी. Under one घंटा at 1,000 crore.

CORAA एंगेजमेंट अवलोकन, Tier I, Tier II, Tier III progression

02·Tier I / II / III

The ऑडिट progresses as evidence arrives.

Tier I begins every एंगेजमेंट, General लेजर, ट्रायल Balance, Chart of खाते. Tier II adds the Party Master and prior-वर्ष ऑडिट. Tier III adds the Bill register and Fixed Asset register. Each tier unlocks अधिक वर्किंग पेपर्स without forcing the ऑडिटर to wait for the अगला.

Tier I, Books-only, unlocks 14 वर्किंग पेपर्स immediately
Tier II, Evidence-anchored, party-wise एजिंग, MSMED Act bifurcation, RPT
Tier III, ऑडिट Judgement, Sec 32 depreciation, PPE roll-forward, bill-wise एजिंग
CORAA flags exactly what's missing the moment a higher-tier output needs it
ऑडिटर never waits, work begins with what the क्लाइंट can hand over today

नहीं ऑडिटर is forced to wait. Tier I is the universal baseline; the rest unlocks as evidence arrives.

CORAA लेजर वर्गीकरण across TDS, TCS, GST, and Schedule III

03·4-dimensional वर्गीकरण

Classify every लेजर once. वर्ष 2 picks up where वर्ष 1 left off.

Every लेजर gets classified across four statutory dimensions, TDS खंड, TCS खंड, GST nature, and Schedule III line. CORAA pre-classifies roughly 80 percent on first ingest using group hierarchy and narration patterns. The ऑडिटर confirms the residual. Mappings persist; वर्ष 2 typically opens with zero लेजर requiring reclassification.

Four dimensions, one exercise, TDS · TCS · GST · Schedule III
80 percent auto-classified on first ingest
One-click acceptance for AI suggestions with ≥90 percent confidence
Mappings persist वर्ष-on-वर्ष, वर्ष 2 समीक्षा is typically zero लेजर
Rule weights adapt per क्लाइंट

Each क्लाइंट in its own isolated वर्कस्पेस. Role-based access scopes लेख-clerks, पार्टनर, and reviewers.

Inside एंगेजमेंट सेटअप

Inside एंगेजमेंट सेटअप

Three building blocks that turn the first एंगेजमेंट into a टेम्पलेट for every ऑडिट after.

Preview

ERP कनेक्टर

Tally लाइव कनेक्टर. Zoho OAuth. SAP, NetSuite, Busy, Marg via XLSX upload. One model per ERP, picked once per क्लाइंट.

Coming soon · request walk-through →

Preview

Tier I / II / III progression

Three evidence tiers. Tier I starts every ऑडिट. Tier II adds Party Master and PY ऑडिट. Tier III adds Bills and FA पंजीकरण करें.

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4-DIM

लेजर वर्गीकरण

AI maps ~80% of लेजर on first ingest across four statutory dimensions. ऑडिटर confirms the residual. Persists वर्ष-on-वर्ष.

Coming soon · request walk-through →

Frequently asked

Answers, up front.

For a 500-crore-turnover कंपनी on Tally, ingest completes in 15-20 मिनट. The AI then takes 30-35 मिनट to produce a first-pass वर्गीकरण. For a 1,000-crore एंगेजमेंट, allow an additional 10 मिनट for ingest. कुल सेटअप is under an घंटा. Reviewer confirmation of the AI's residual classifications is typically 10-15 मिनट at first ऑडिट and under five for subsequent ऑडिट because mappings persist.

The Tally कनेक्टर runs locally on the ऑडिट टीम's machine and reads from the auditee's Tally database directly. Auditees on SAP, NetSuite, Busy, or Marg export दिन Book, ट्रायल Balance, and खाता Master, then upload to CORAA. The interface and every downstream वर्किंग पेपर are identical; only the ingestion layer differs.

नहीं. Each एंगेजमेंट is a separate, isolated वर्कस्पेस. Two Tally एंगेजमेंट for different क्लाइंट can run concurrently on the same ऑडिटर laptop without crossover. Role-based access scopes टीम members to specific क्लाइंट.

Take it for a spin

Run a live audit. See the working.

Connect one client. Walk through the full audit lifecycle, classification through UDIN sign-off. No decks masquerading as demos.

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