Offer owners and finance teams a clearer view of their money, the balances to follow up and the transactions to review. Their team keeps working in Tally. You bring the client context; CORAA brings the product and demo support.
Bring revenue and profit into the same conversation as overdue receivables and money tied up in the business.
Start with the money-flow view and customer balances.A client asking you for better MIS or an easier way to review the month.Move from an ageing report to a focused discussion about overdue customers, payables and concentration.
Start with one balance the team needs to explain.A business spending too much of its review meeting assembling the numbers.Review flagged transactions and the records behind them, then ask for context before making corrections.
Start with transaction scrutiny and a voucher detail.A client whose transaction volume has outgrown comfortable manual checking.Start with a client who needs these answers and has someone who can act on them. A business looking only for invoice customisation or mobile access may need a different add-on.
Financial analysis, transaction scrutiny and a review trail in CORAA Studio. Build the walkthrough around what matters to the client.
Start with the connections between revenue, customers, cash and expenses. Follow a balance into the transactions behind it.
A clear division of work matters as much as the demo. Agree who owns setup, client communication and follow-up before the engagement starts.
Review security and data handlingIdentify the opportunity, introduce the right people and explain the accounting setup and business context.
For sales partners, CORAA joins the first three client calls, runs the product demo and answers technical questions.
CORAA provides product support after setup. Installation, training and any additional services are scoped together during onboarding.
Work with businesses on Tally, Zoho Books, SAP, Odoo, Busy, Marg or another system? Tell us how their data is maintained and what they need to achieve.
Tally has a dedicated connector. For other systems, we confirm the supported export or integration, required fields and data coverage before proposing a solution. These names describe client ecosystems, not vendor endorsements or a promise of native connectors.
See CORAA for Tally usersThe published sales-partner tiers cover first-year commission and a share when the client renews. We review the applicable agreement with you before onboarding. Other partnership arrangements are scoped separately.
| Tier | Year one | Renewal | Qualifies at |
|---|---|---|---|
| Registered | 15% | 10% | 1 closure minimum |
| Silver | 25% | 15% | 2+ closures / year |
| Star | 30% | 20% | 5+ closures / year |
One client, one example. On an eligible annual license value of ₹1,00,000, a Registered partner's 15% first-year commission is ₹15,000. A renewal at the same eligible value yields ₹10,000 at 10%. This is an arithmetic illustration, not a client quote or an earnings guarantee.
The client quote defines the product scope and price. Your partner agreement governs the eligible revenue basis, tier qualification, invoicing, payment timing, lead registration and renewal eligibility. Confirm these details before quoting a client.
Share the clients you serve, the systems you work with and where you see an opportunity. No client financial files are needed.
Explore a relevant product workflow or technical use case. Agree the partnership scope, commercial terms and responsibilities.
Complete the applicable agreement and onboarding, then plan a client introduction, supported demo or scoped collaboration.
No. The accounts team keeps entering vouchers in Tally exactly as it does today. CORAA reads the books and gives the owner, the finance head or the reviewer a view they do not get from Tally screens. The people who open CORAA are the ones asking questions about the numbers, not the ones entering them.
Through a connector installed on a Windows or Mac machine on the client’s network. It reads the company data from Tally over the local network, so nobody exports reports or emails backups. We help with the first installation.
No. The connector reads the books. When an entry needs correcting, the accounts team corrects it in Tally and the next sync shows the result. CORAA keeps the flag and the note about what was asked and answered.
Client data is hosted in India and is not used to train AI models. CORAA is ISO 27001:2022 certified, and a SOC 2 Type II audit is in progress. We sign a non-disclosure agreement with the client on request. The Trust Centre lists the commitments in full.
Because the figures are computed from the books, not written by a chatbot from memory. Every number opens to the vouchers behind it, with the voucher number, the ledgers and the narration. If a point cannot be traced to entries, it is not presented as a finding.
Nobody, and it does not need certifying. CORAA points to the entries and balances that deserve a second look and shows the trail behind each one. The owner, the finance head or their Chartered Accountant decides what it means. It is not an audit report or a certificate.
Yes. That is the common starting point: an owner who is not sure the books are right. CORAA flags items such as cash payments above ₹10,000, cash receipts of ₹2 lakh or more, unusual entries and balances that have stayed overdue. Where the law requires an audit or an internal audit, that is still done by the appointed auditor.
A client whose books are reasonably up to date, with an owner asking for better MIS or asking why profit is up and cash is tight, and someone on the finance side who will act on what they see. A business that only wants invoice customisation or mobile access needs a different add-on.
Tally has the dedicated connector. Zoho Books connects through a one-time authorisation. SAP, Busy and Marg come in through standard report exports in Excel. We confirm what is covered for the client’s system before anyone quotes.
None of these. It is not built to manage leads, send payment reminders or track AMC renewals, and nothing is installed inside Tally’s screens the way a TDL is. It shows which balances are overdue and for how long, and which transactions need review; the follow-up stays in the client’s own process.
The client is quoted per company, per year, after we understand the setup. Your share follows the published sales-partner tiers on this page: 15% to 30% of eligible first-year value and 10% to 20% on renewal, depending on the tier.
No. Consultants, CA and virtual-CFO firms, ERP specialists, technology businesses and professional networks can discuss a partnership with CORAA. Tell us who you work with and how you would like to contribute.
Yes. Your existing ecosystem does not limit the conversation. We confirm the supported import or connector, required data and implementation scope for each client. Naming an ecosystem here does not mean CORAA has an official partnership or a native integration with that vendor.
We discuss the clients you serve, the business problem and your preferred role. For a sales partnership, we walk through the relevant product workflow and commercial terms. Technology collaborations start with the use case and a feasibility discussion. Client financial data is not required for this first conversation.
The published tiers apply to the sales-partner program. Referral arrangements, technology collaborations and other proposals are scoped individually. The applicable agreement defines eligible revenue, payment timing, renewals and lead registration before you commit.
For the sales-partner program, CORAA joins your first three client calls to run the demo and answer product questions. Product support after setup sits with CORAA. Installation, training and any services delivered by your team are agreed as part of onboarding.
Yes. A firm buying CORAA for its own audit work can explore the audit product directly. If you want to introduce CORAA to other businesses or combine it with your services, tell us that in your partner inquiry.
No. The inquiry starts a conversation. We confirm fit, scope and the applicable agreement before onboarding. Use of partner branding or any representation of approved status follows that agreement.
Tell us a little about your business and the opportunity you have in mind. We will review your inquiry and contact you to discuss a useful next step.
An inquiry starts the conversation. Partnership scope and terms are agreed before onboarding.
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