AI Modules/Engagement Setup/ERP Connectors

ERP Integrations· सेटअप

ERP Connectors

One connector model per ERP, picked once per client.

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CORAA ଏଙ୍ଗେଜମେଣ୍ଟ୍ Setup, five-step ERP picker

Indian ଅଡିଟ୍ sit on top of seven ERPs in practice. CORAA supports each with the integration model that matches how the auditee 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 ୱାର୍କିଂ ପେପର୍ 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 ରିପୋର୍ଟ
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

-ଅଡିଟର୍ manually downloads Tally backups before each visit
-Excel exports for SAP, NetSuite, Busy reconstructed every ଅଡିଟ୍
-Different team members trained per ERP, with ନା shared playbook
-Connectors lost or corrupted between ଏଙ୍ଗେଜମେଣ୍ଟ୍

Setup ସମୟ per ଏଙ୍ଗେଜମେଣ୍ଟ୍: 2-3 ଦିନ. Connector failures during fieldwork are common.

CORAA

On the Ledger

One-ସମୟ setup per client, persisted across financial ବର୍ଷ
Tally connector runs locally on the ଅଡିଟ୍ ଟିମ୍'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 ଏଙ୍ଗେଜମେଣ୍ଟ୍ Log per SA 230

Setup ସମୟ per ଏଙ୍ଗେଜମେଣ୍ଟ୍ after ବର୍ଷ 1: under five minutes.

How it works

Three steps. Every trace logged.

Step 01

Pick the ERP

Step 1 of the five-step ଏଙ୍ଗେଜମେଣ୍ଟ୍ Setup wizard. Seven supported options today; more arriving.

Step 02

Authorize or download

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

Step 03

Ingest data

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

Inside the module

What you actually get.

Tally Prime live connector

ଅଡିଟର୍ downloads a Windows or macOS connector that runs on their machine and reads from the auditee's Tally over LAN. ନା exports, ନା email, ନା version drift.

›LAN-based, zero-upload sync
›Runs locally on ଅଡିଟ୍ ଟିମ୍'s hardware
›Picks up new ଭାଉଚର୍ continuously

Zoho Books OAuth

The auditee grants read access once. CORAA pulls the General ଲେଜର୍, Trial Balance, Chart of Accounts, Customers, ଭେଣ୍ଡର୍, and ଚାଲାନ୍ directly via the Zoho API.

›One-ସମୟ OAuth grant
›Refreshes automatically
›Bulk extract for high-ପରିମାଣ entities

SAP / NetSuite / Busy / Marg Excel upload

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

›SAP S/4HANA: FBL3N, F.01, FS00
›NetSuite: saved searches
›Busy: ଦିନ Book, Trial Balance, Account Master
›Marg: industry-pack-aware parsers

ଏଙ୍ଗେଜମେଣ୍ଟ୍ isolation and ଅଡିଟ୍ ଟ୍ରେଲ୍

Each ଏଙ୍ଗେଜମେଣ୍ଟ୍ is a separate workspace; କ୍ଲାଏଣ୍ଟ ଡାଟା never mixes. Role-based access scopes article assistants, ଅଡିଟ୍ managers, and partners to specific ଏଙ୍ଗେଜମେଣ୍ଟ୍. Every action is logged per SA 230.

›Workspace-level data isolation
›Nine standard roles
›Full activity log per ଏଙ୍ଗେଜମେଣ୍ଟ୍

Frequently asked

Answers, up front.

The Tally connector runs locally on the ଅଡିଟ୍ ଟିମ୍'s machine and reads directly from the auditee's Tally database over LAN; ନା manual exports needed. SAP, NetSuite, Busy, and Marg use Excel upload, where the ଅଡିଟର୍ exports standard ରିପୋର୍ଟ and uploads to CORAA. The user interface and every downstream ୱାର୍କିଂ ପେପର୍ are identical across all paths.

ନା। 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 ଲେଜର୍ names, parsing narrations); the models do not generate or ଅଦ୍ୟତନ outputs based on client-specific data.

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

See it on a real ledger

Run erp connectors 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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