AI Modules/Engagement Setup/ERP कनेक्टर

ERP एकीकरण· सेटअप

ERP कनेक्टर

One कनेक्टर model per ERP, picked once per क्लाइंट.

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CORAA एंगेजमेंट सेटअप, five-चरण ERP picker

Indian ऑडिट sit on top of seven ERPs in practice. CORAA supports each with the एकीकरण model that matches how the auditee actually works. Tally Prime gets a लाइव desktop कनेक्टर. Zoho Books authorizes once via OAuth. SAP, NetSuite, Busy, and Marg ingest via Excel upload. The downstream उपयोगकर्ता interface and every वर्किंग पेपर are identical across सभी paths.

Tally Prime: लाइव desktop कनेक्टर, LAN-based, zero manual exports
Zoho Books: OAuth API, fully automated पढ़ें access
SAP S/4HANA: Excel upload via FBL3N, F.01, FS00
Oracle NetSuite: Excel upload via बचाया searches
Busy Accounting, Marg ERP: Excel upload from मानक रिपोर्ट्स
MS Dynamics, QuickBooks: scheduled for upcoming releases

Two paths, one ledger

The old way, and ours.

Two paths to the same audit conclusion. One leaves traces; the other doesn't.

Traditional

The old way

-ऑडिटर manually डाउनलोड Tally backups before each visit
-Excel exports for SAP, NetSuite, Busy reconstructed every ऑडिट
-Different टीम members trained per ERP, with no shared playbook
-कनेक्टर lost or corrupted between एंगेजमेंट

सेटअप समय per एंगेजमेंट: 2-3 दिन. कनेक्टर failures during fieldwork are common.

CORAA

On the Ledger

One-समय सेटअप per क्लाइंट, persisted across वित्तीय वर्ष
Tally कनेक्टर runs locally on the ऑडिट टीम's machine
Zoho OAuth grants पढ़ें access once, refreshes automatically
Excel-based ERPs use the same UI as कनेक्टर-based ones
कॉन्फ़िगरेशन locked in the एंगेजमेंट Log per SA 230

सेटअप समय per एंगेजमेंट after वर्ष 1: under five मिनट.

How it works

Three steps. Every trace logged.

Step 01

Pick the ERP

चरण 1 of the five-चरण एंगेजमेंट सेटअप wizard. Seven supported options today; अधिक arriving.

Step 02

Authorize or download

Zoho Books prompts OAuth. Tally Prime डाउनलोड a local कनेक्टर. SAP, NetSuite, Busy, Marg show the export paths for each रिपोर्ट.

Step 03

Ingest डेटा

15 to 20 मिनट for a 500 crore turnover कंपनी. Under one घंटा at 1,000 crore. Settings persist for अगला वर्ष.

Inside the module

What you actually get.

Tally Prime लाइव कनेक्टर

ऑडिटर डाउनलोड a Windows or macOS कनेक्टर that runs on their machine and reads from the auditee's Tally over LAN. नहीं exports, no email, no version drift.

›LAN-based, zero-upload sync
›Runs locally on ऑडिट टीम's hardware
›Picks up नया वाउचर continuously

Zoho Books OAuth

The auditee grants पढ़ें access once. CORAA pulls the General लेजर, ट्रायल Balance, Chart of खाते, ग्राहक, वेंडर, and Invoices directly via the Zoho API.

›One-समय OAuth grant
›Refreshes automatically
›Bulk extract for high-volume entities

SAP / NetSuite / Busy / Marg Excel upload

मानक रिपोर्ट exports from each ERP get uploaded to CORAA. The UI presents the डेटा identically to कनेक्टर-based ingestion; ऑडिटर do not learn a नया interface per ERP.

›SAP S/4HANA: FBL3N, F.01, FS00
›NetSuite: बचाया searches
›Busy: दिन Book, ट्रायल Balance, खाता Master
›Marg: उद्योग-pack-aware parsers

एंगेजमेंट isolation and ऑडिट ट्रेल

Each एंगेजमेंट is a separate वर्कस्पेस; क्लाइंट डेटा never mixes. Role-based access scopes लेख assistants, ऑडिट managers, and पार्टनर to specific एंगेजमेंट. Every action is logged per SA 230.

›वर्कस्पेस-level डेटा isolation
›Nine मानक roles
›Full activity log per एंगेजमेंट

Frequently asked

Answers, up front.

The Tally कनेक्टर runs locally on the ऑडिट टीम's machine and reads directly from the auditee's Tally database over LAN; no manual exports needed. SAP, NetSuite, Busy, and Marg use Excel upload, where the ऑडिटर exports मानक रिपोर्ट्स and uploads to CORAA. The उपयोगकर्ता interface and every downstream वर्किंग पेपर are identical across सभी paths.

नहीं. क्लाइंट डेटा never leaves India and is never used to train foundation models. CORAA uses खोलें-source LLMs locally hosted in India for semantic understanding (classifying लेजर names, parsing narrations); the models do not generate or अपडेट outputs based on क्लाइंट-specific डेटा.

MS Dynamics 365 and QuickBooks Online are scheduled. In the meantime, any system that produces दिन Book, ट्रायल Balance, and लेजर Master in Excel can ingest as a generic upload.

See it on a real ledger

Run erp कनेक्टर on one of your engagements.

Bring a Trial Balance and a General Ledger. We'll walk through engagement setup end-to-end on your data, not a sandbox.

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