CORAA
ਐਨਗੇਜਮੈਂਟ ਸੈੱਟਅੱਪ· सेटअप

ਐਨਗੇਜਮੈਂਟ ਸੈੱਟਅੱਪ

Connect the ERP. Pick a tier. Classify the ledgers. Carry the work forward, every audit 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 Classification 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 ਐਨਗੇਜਮੈਂਟ ਸੈੱਟਅੱਪ

Inside Engagement Setup

Three building blocks that turn the first engagement into a template for every audit after.

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 engagement, allow an additional 10 minutes for ingest. Total setup is under an hour. Reviewer confirmation of the AI's residual classifications is typically 10-15 minutes at first audit and under five for subsequent audits because mappings persist.
The Tally connector runs locally on the audit team's machine and reads from the auditee's Tally database directly. Auditees on SAP, NetSuite, Busy, or Marg export Day Book, Trial Balance, and Account Master, then upload to CORAA. The interface and every downstream working paper are identical; only the ingestion layer differs.
No. Each engagement is a separate, isolated workspace. Two Tally engagements for different clients can run concurrently on the same auditor laptop without crossover. Role-based access scopes team members to specific clients.
Take it for a spin

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Engagement Setup, Connect Tally, Zoho, SAP & More | CORAA | CORAA