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 Engagement Setup, five-step ERP picker

Indian audits 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 working paper 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

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

Setup time per engagement: 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 audit team'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 per engagement 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 Engagement 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 report.

Step 03

Ingest data

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

Inside the module

What you actually get.

Tally Prime live connector

Auditor downloads a Windows or macOS connector that runs on their machine and reads from the auditee's Tally over LAN. No exports, no email, no version drift.

›LAN-based, zero-upload sync
›Runs locally on audit team's hardware
›Picks up new vouchers continuously

Zoho Books OAuth

The auditee grants read access once. CORAA pulls the General Ledger, 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; auditors 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: industry-pack-aware parsers

Engagement isolation and audit trail

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

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

Frequently asked

Answers, up front.

The Tally connector runs locally on the audit team's machine and reads directly from the auditee's Tally database over LAN; no manual exports needed. SAP, NetSuite, Busy, and Marg use Excel upload, where the auditor exports standard reports and uploads to CORAA. The user interface and every downstream working paper are identical across all paths.

No. 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 ledger 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 Ledger 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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