CORAA
ಲೈವ್ ಡೆಮೋ ಬುಕ್ ಮಾಡಿಉಚಿತ ಪ್ರಯೋಗವನ್ನು ಪ್ರಾರಂಭಿಸಿ
AI Modules/Engagement Setup/ERP Connectors
ERP Integrations· सेटअप

ERP Connectors

One connector model per ERP, picked once per client.

CORAA ಎಂಗೇಜ್‌ಮೆಂಟ್ ಸೆಟಪ್, five-ಹಂತ ERP picker

Indian ಆಡಿಟ್‌ಗಳು sit on top of seven ERPs in practice. CORAA supports each with the integration model that matches how the ಆಡಿಟ್ee actually works. Tally Prime gets a live desktop connector. Zoho Books authorizes once via OAuth. SAP, NetSuite, Busy, and Marg ingest via Excel upload. The downstream user interface and every ವರ್ಕಿಂಗ್ ಪೇಪರ್ are identical across all paths.

  • Tally Prime: live desktop connector, LAN-based, zero manual exports
  • Zoho Books: OAuth API, fully automated read access
  • SAP S/4HANA: Excel upload via FBL3N, F.01, FS00
  • Oracle NetSuite: Excel upload via saved searches
  • Busy Accounting, Marg ERP: Excel upload from standard ವರದಿಗಳು
  • 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

  • -ಆಡಿಟರ್ manually ಡೌನ್‌ಲೋಡ್‌ಗಳು Tally backups before each visit
  • -Excel exports for SAP, NetSuite, Busy reconstructed every ಆಡಿಟ್
  • -Different team members trained per ERP, with no shared playbook
  • -Connectors lost or corrupted between ಎಂಗೇಜ್‌ಮೆಂಟ್‌ಗಳು
Setup time per ಎಂಗೇಜ್‌ಮೆಂಟ್: 2-3 days. Connector failures during fieldwork are common.
CORAA

On the Ledger

  • One-time setup per client, persisted across financial years
  • Tally connector runs locally on ಆಡಿಟ್ ತಂಡ's machine
  • Zoho OAuth grants read access once, refreshes automatically
  • Excel-based ERPs use the same UI as connector-based ones
  • Configuration locked in the ಎಂಗೇಜ್‌ಮೆಂಟ್ Log per SA 230
Setup time per ಎಂಗೇಜ್‌ಮೆಂಟ್ after Year 1: under five minutes.
How it works

Three steps. Every trace logged.

Step 01

Pick the ERP

ಹಂತ 1 of the five-ಹಂತ ಎಂಗೇಜ್‌ಮೆಂಟ್ ಸೆಟಪ್ wizard. Seven supported options today; more arriving.

Step 02

Authorize or download

Zoho Books prompts OAuth. Tally Prime ಡೌನ್‌ಲೋಡ್‌ಗಳು a local connector. SAP, NetSuite, Busy, Marg show the export paths for each ವರದಿ.

Step 03

Ingest data

15 to 20 minutes for a 500 crore turnover company. Under one hour at 1,000 crore. Settings persist for next year.

Inside the module

What you actually get.

Tally Prime live connector

ಆಡಿಟರ್ ಡೌನ್‌ಲೋಡ್‌ಗಳು a Windows or macOS connector that runs on their machine and reads from the ಆಡಿಟ್ee's Tally over LAN. ಇಲ್ಲ exports, no email, no version drift.

  • ›LAN-based, zero-upload sync
  • ›Runs locally on ಆಡಿಟ್ team's hardware
  • ›Picks up new ವೌಚರ್‌ಗಳು continuously

Zoho Books OAuth

The ಆಡಿಟ್ee grants read access once. CORAA pulls the General ಲೆಡ್ಜರ್, ಪ್ರಯೋಗ Balance, Chart of Accounts, Customers, Vendors, and Invoices directly via the Zoho API.

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

SAP / NetSuite / Busy / Marg Excel upload

Standard ವರದಿ exports from each ERP get uploaded to CORAA. The UI presents the data identically to connector-based ingestion; ಆಡಿಟರ್‌ಗಳು do not learn a new interface per ERP.

  • ›SAP S/4HANA: FBL3N, F.01, FS00
  • ›NetSuite: saved searches
  • ›Busy: Day Book, ಪ್ರಯೋಗ Balance, Account Master
  • ›Marg: ಕೈಗಾರಿಕೆ-pack-aware parsers

ಎಂಗೇಜ್‌ಮೆಂಟ್ isolation and ಆಡಿಟ್ ಜಾಡು

Each ಎಂಗೇಜ್‌ಮೆಂಟ್ is a separate workspace; client data never mixes. ಪಾತ್ರ-based access scopes article assistants, ಆಡಿಟ್ managers, and partners to specific ಎಂಗೇಜ್‌ಮೆಂಟ್‌ಗಳು. Every action is logged per SA 230.

  • ›Workspace-level data isolation
  • ›Nine standard roles
  • ›Full activity log per ಎಂಗೇಜ್‌ಮೆಂಟ್
Frequently asked

Answers, up front.

The Tally connector runs locally on ಆಡಿಟ್ ತಂಡ's machine and reads directly from the ಆಡಿಟ್ee's Tally ಡೇಟಾbase over LAN; no manual exports needed. SAP, NetSuite, Busy, and Marg use Excel upload, where the ಆಡಿಟರ್ exports standard ವರದಿಗಳು ಮತ್ತು uploads to CORAA. The user interface and every downstream ವರ್ಕಿಂಗ್ ಪೇಪರ್ are identical across all paths.
ಇಲ್ಲ. Client data never leaves India and is never used to train foundation models. CORAA uses open-source LLMs locally hosted in India for semantic understanding (classifying ಲೆಡ್ಜರ್ names, parsing narrations); the models do not generate or ನವೀಕರಣ outputs based on client-specific data.
MS Dynamics 365 and QuickBooks Online are scheduled. In the meantime, any system that produces Day Book, ಪ್ರಯೋಗ Balance, and ಲೆಡ್ಜರ್ Master in Excel can ingest as a generic upload.
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ERP Connectors for AI Audit Automation | Tally, Zoho, SAP, NetSuite | CORAA | CORAA