CORAA
ଏଙ୍ଗେଜମେଣ୍ଟ୍ Setup

ଏଙ୍ଗେଜମେଣ୍ଟ୍ Setup

Connect the ERP. Pick a tier. Classify the ଲେଜର୍. Carry the work forward, every ଅଡିଟ୍ after just goes faster.

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 ଏଙ୍ଗେଜମେଣ୍ଟ୍ Setup

Inside ଏଙ୍ଗେଜମେଣ୍ଟ୍ Setup

Three building blocks that turn the first ଏଙ୍ଗେଜମେଣ୍ଟ୍ into a ଟେମ୍ପ୍ଲେଟ୍ for every ଅଡିଟ୍ after.

Module
ERP Connectors
Tally live connector. Zoho OAuth. SAP, NetSuite, Busy, Marg via XLSX upload. One model per ERP, picked once per client.
Read more →
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.

For a 500-crore-turnover company on Tally, ingest completes in 15-20 minutes. The AI then takes 30-35 minutes to produce a first-pass classification. For a 1,000-crore ଏଙ୍ଗେଜମେଣ୍ଟ୍, allow an additional 10 minutes for ingest. Total setup is under an ଘଣ୍ଟା. Reviewer confirmation of the AI's residual classifications is typically 10-15 minutes at first ଅଡିଟ୍ and under five for subsequent ଅଡିଟ୍ because mappings persist.
The Tally connector runs locally on the ଅଡିଟ୍ ଟିମ୍'s machine and reads from the auditee's Tally database directly. Auditees on SAP, NetSuite, Busy, or Marg export ଦିନ Book, Trial Balance, and Account Master, then upload to CORAA. The interface and every downstream ୱାର୍କିଂ ପେପର୍ are identical; only the ingestion layer differs.
ନା। Each ଏଙ୍ଗେଜମେଣ୍ଟ୍ is a separate, isolated workspace. Two Tally ଏଙ୍ଗେଜମେଣ୍ଟ୍ for different clients can run concurrently on the same ଅଡିଟର୍ laptop without crossover. Role-based access scopes team members to specific clients.
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.

Run your first audit free →
Engagement Setup, Connect Tally, Zoho, SAP & More | CORAA