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 ఎంగేజ్‌మెంట్ సెటప్, five-step ERP picker

భారతీయ ఆడిట్s sit on top of seven ERPs in practice. CORAA supports each with the integration model that matches how the ఆడిట్ee 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 వర్కింగ్ పేపర్ 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 reports
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

-ఆడిటర్ manually downloads Tally backups before each visit
-Excel exports for SAP, NetSuite, Busy reconstructed every ఆడిట్
-Different team members trained per ERP, with no shared playbook
-Connectors lost or corrupted between engagements

Setup time ఎంగేజ్‌మెంట్‌కు: 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 the ఆడిట్ బృందం'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 Engagement Log per SA 230

Setup time ఎంగేజ్‌మెంట్‌కు after Year 1: under five minutes.

How it works

Three steps. Every trace logged.

Step 01

Pick the ERP

Step 1 of the five-step ఎంగేజ్‌మెంట్ సెటప్ 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 report.

Step 03

Ingest data

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

Inside the module

What you actually get.

Tally Prime live connector

ఆడిటర్ downloads a Windows or macOS connector that runs on their machine and reads from the ఆడిట్ee's Tally over LAN. కాదు exports, no ఇమెయిల్, no version drift.

›LAN-based, zero-upload sync
›Runs locally on ఆడిట్ బృందం's hardware
›Picks up new వౌచర్‌లు continuously

Zoho Books OAuth

The ఆడిట్ee grants read access once. CORAA pulls the General లెడ్జర్, Trial 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 report exports from each ERP get uploaded to CORAA. The UI presents the data identically to connector-based ingestion; ఆడిటర్‌లు do not learn a new interface per ERP.

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

Engagement isolation and ఆడిట్ ట్రెయిల్

Each engagement is a separate workspace; client data never mixes. Role-based access scopes article assistants, ఆడిట్ మేనేజర్‌లు, and partners to specific engagements. Every action is logged per SA 230.

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

Frequently asked

Answers, up front.

The Tally connector runs locally on the ఆడిట్ బృందం's machine and reads directly from the ఆడిట్ee's Tally database over LAN; no manual exports needed. SAP, NetSuite, Busy, and Marg use Excel upload, where the ఆడిటర్ exports standard reports and uploads to CORAA. The user interface and every downstream వర్కింగ్ పేపర్ are identical across all paths.

కాదు. 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 లెడ్జర్ names, parsing narrations); the models do not generate or update outputs based on client-specific data.

MS Dynamics 365 and QuickBooks Online are scheduled. In the meantime, any system that produces Day Book, Trial Balance, and లెడ్జర్ 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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