CORAA
एंगेजमेंट सेटअप

एंगेजमेंट सेटअप

Connect the ERP. Pick एक tier. Classify the लेजर्स. Carry the work forward, every ऑडिट after just goes जलद.

CORAA Engagement Setup, Step 1 of 5, ERP picker
01·5-step setup

Pick the ERP. Once.

Every engagement begins with three decisions: which ERP, which financial year, which accounting standard. A guided five-step setup captures them. Live connector for Tally, OAuth for Zoho, XLSX upload for SAP, NetSuite, Busy, and Marg, same downstream workflow regardless of ingestion path.

  • Tally Prime, desktop connector, live 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 coming soon
  • Engagement details, CIN, FY, accounting standard, captured once, reused every year

Ingest time: 15-20 minutes for a 500-crore turnover company. Under one hour at 1,000 crore.

CORAA engagement overview, Tier I, Tier II, Tier III progression
02·Tier I / II / III

The audit progresses as evidence arrives.

Tier I begins every engagement, General Ledger, Trial Balance, Chart of Accounts. Tier II adds the Party Master and prior-year audit. Tier III adds the Bill register and Fixed Asset register. Each tier unlocks more working papers without forcing the auditor to wait for the next.

  • Tier I, Books-only, unlocks 14 working papers immediately
  • Tier II, Evidence-anchored, party-wise ageing, MSMED Act bifurcation, RPT
  • Tier III, Audit Judgement, Sec 32 depreciation, PPE roll-forward, bill-wise ageing
  • CORAA flags exactly what's missing the moment a higher-tier output needs it
  • Auditor never waits, work begins with what the client can hand over today

No auditor is forced to wait. Tier I is the universal baseline; the rest unlocks as evidence arrives.

CORAA Ledger Mapping across TDS, TCS, GST, and Schedule III
03·4-dimensional classification

Classify every ledger once. Year 2 picks up where Year 1 left off.

Every ledger gets classified across four statutory dimensions, TDS section, TCS section, GST nature, and Schedule III line. CORAA pre-classifies roughly 80 percent on first ingest using group hierarchy and narration patterns. The auditor confirms the residual. Mappings persist; Year 2 typically opens with zero ledgers 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 year-on-year, Year 2 review is typically zero ledgers
  • Rule weights adapt per client

Each client in its own isolated workspace. Role-based access scopes article-clerks, partners, and reviewers.

Inside एंगेजमेंट सेटअप

आत एंगेजमेंट सेटअप

Three building blocks ते turn the first एंगेजमेंट into एक टेम्पलेट साठी every ऑडिट after.

Module
ERP Connectors
Tally live connector. Zoho OAuth. SAP, NetSuite, Busy, Marg via XLSX upload. One model per ERP, picked once per client.
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4-DIM
Tier I / II / III progression
Three evidence tiers. Tier I starts every audit. Tier II adds Party Master and PY audit. Tier III adds Bills and FA Register.
Read more →
Frequently asked

Answers, up front.

साठी एक 500-कोटी-turnover कंपनी वर Tally, ingest completes मध्ये 15-20 मिनिटे. The AI मग takes 30-35 मिनिटे ला produce एक first-pass वर्गीकरण. साठी एक 1,000-कोटी एंगेजमेंट, allow एक additional 10 मिनिटे साठी ingest. Total सेटअप आहे under एक तास. पुनरावलोकक confirmation च्या the AI's residual classifications आहे typically 10-15 मिनिटे वर first ऑडिट आणि under five साठी subsequent audits because mappings persist.
The Tally connector runs locally वर the ऑडिट टीम's machine आणि reads पासून the auditee's Tally database directly. Auditees वर SAP, NetSuite, Busy, किंवा Marg निर्यात दिनदर्शिका, चाचणी Balance, आणि Account Master, मग अपलोड ला CORAA. The interface आणि every downstream कार्यपत्रिका आहेत identical; only the ingestion layer differs.
नाही. Each एंगेजमेंट आहे एक separate, isolated workspace. Two Tally एंगेजमेंट्स साठी different क्लायंट्स शकतो चालवा concurrently वर the same लेखापरीक्षक laptop विना crossover. Role-based access scopes टीम members ला specific क्लायंट्स.
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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Engagement Setup, Connect Tally, Zoho, SAP & More | CORAA