In conversations with countless finance and operational leaders, we've heard a resounding refrain: we expect AI to transform our organization.
These leaders are convinced that AI will:
- Move humans up the value chain: Freeing people from repetitive tasks and empowering them to amplify their creativity and capacity for strategic contributions
- Scale organizational efficiency: Accelerating value creation while substantially reducing G&A costs, unlocking capital to be allocated more effectively
Yet despite these convictions, they're still struggling to make it real, even in the areas of obvious opportunity. The underlying issue isn't technical capability — they’re constrained by the organizational dynamics of outdated processes brought on by cumbersome, monolithic systems.
CoPlane is here to help your organization transcend these constraints.
The Agentic Layer Enterprises Need
CoPlane provides enterprises the software layer required to rapidly transform operational finance and accounting processes with AI.
CoPlane is a business process orchestration platform that makes it easy to build, iterate, govern, and scale intelligent workflows. With CoPlane, AI agents, deterministic business logic, and human judgement work in unison to reduce costs, increase accuracy, and improve outcomes.
- Durable Workflow Execution
In CoPlane, a workflow can contain agents, and agents are workflows.
CoPlane Agent Editor
You can define a workflow as a reasoning agent with tools, or as a python function annotated with workflow. Workflow steps can be agents, and agent tools can be workflows.
CoPlane Workflow Run
Either way, when an agentic workflow starts, it completes — period. Server crash? Network failure? Doesn't matter. Your processes pick up exactly where they left off, even if it's days later.
- Unified Cross-System Orchestration
Modern business processes span multiple systems. Your order-to-cash process might touch your CRM, ERP, payment processor, shipping provider, and data warehouse. CoPlane orchestrates these processes and system interactions reliably, with proper error handling and transaction semantics across system boundaries.
- Seamless Human-AI Collaboration
When workflows require human insights, CoPlane routes these decisions to the right individuals, complete with context and an auto-generated UI for resolving or actioning it, eliminating the forced choice between full automation and manual oversight.
Employees become stewards for agentic workflows, seamlessly guiding and supervising them as needed on their path to dutiful execution.
CoPlane Human in the Loop Task
- Rules in the Loop
For deterministic control and governance, workflows can execute business rules with well-defined inputs and outputs. These can be managed as code, but the real power is in enabling SMEs to iterate on, simulate, and propose changes to these rules in our visual builder, which encompasses decision tables, expressions, conditionals, and functions.
Customers use these for codifying approval matrices and tolerance thresholds, and for updating validation and decision rules based on emergent edge cases and risk criteria.
CoPlane Visual Rules Engine
- Empowered "Principal Agents"
In CoPlane, workflows and agents are treated as principals — active participants within your governance framework. As you create and promote them, you can divide their labor by comparative advantage and confer appropriately codified decision rights, creating conditions where agents become empowered to take action based on a least privilege security architecture and on earned trust.
A Flexible Spectrum of Automation
CoPlane dissolves the choice between deterministic workflows and probabilistic agents. Just place each process at exactly the right point:
- Fully Deterministic: When you need absolute predictability, like payment processing or regulatory reporting
- Agent-Assisted: When you want AI to handle the complexity but with guardrails and validation
- Human-in-the-Loop: When you need expert judgment at critical decision points, it's easy to route the context and requested input to the right person
- Fully Agentic: When you want maximum intelligence for complex decisions with acceptable risk
Your procurement team might want a fully agentic approach to vendor research, but a strictly deterministic approach to payment approval. With CoPlane, that's not a conflict — it's just configuration.
Enterprise-Grade by Design
- Fully Cloud-Prem: CoPlane runs where you need it — in your VPC, behind your firewall, connected to your systems of record. Our deployment model means data and documents never leave your trust boundary.
- Federated Data Management: Unify your enterprise data without migration or disruption.
- Validated AI Operations: Guardrails to ensure that agents call specific tools (be they validation rules, verification, self-reflection, summarization, or raising a task for human approval) under specific conditions.
- Granular Access Controls: Whether an agent can take a consequential step or a human can promote a configuration update — it's just policies managed in CoPlane, all the way down.
- Comprehensive Auditing: The very nature of durable execution ensures that every input and output of every workflow step is logged in perpetuity.
- Flexible Development: Define workflow steps and business logic either in Python or through an intuitive visual rules builder with decision tables and expressions.
Shaping the Future of Enterprise Software
We believe AI is forcing a fundamental shift in enterprise software architecture and economics, and CoPlane was architected specifically to help usher in this future.
First: the architectural evolution. As detailed in our recent exploration of enterprise software's future, we're moving beyond databases as mere repositories.
- With zero-copy data sharing, durable transactional processing outside traditional databases, and AI-driven intelligent reasoning, workflows themselves become dynamic, autonomous actors.
- This means shifting the fundamental building blocks of enterprise software from passive data stored in records to proactive, goal-seeking agents.
Second: the transformation of software economics: Historically, software has been costly to build but cheap to run. Today's reality flips that script: software can now be rapidly and cheaply developed, but the costs shift: toward either maintenance or inference.
This creates a critical strategic dilemma: Should you delegate entire processes to runtime-expensive AI agents, or instead use AI to rapidly build deterministic software tailored to your specific workflows?
How you answer this question significantly impacts your operational economics and scalability. CoPlane was built precisely to empower enterprises to navigate this trade-off with confidence and clarity.
The accelerating progress in AI will provide the intelligence required for computers to navigate and wrangle the real-world complexity that has escaped our ability to assimilate, actuate, and automate. Over time, your systems of intelligence will become your new systems of record.
CoPlane supports you across the spectrum and throughout that entire evolution. It's the software substrate for automating the mundane back office business processes that historically required human intelligence to achieve.
Incremental Deployment, Exponential Impact
- Start Small: Automate a single manual, tedious task.
- Leverage Existing Systems: We'll help you wire up your current systems of record — no migrations required.
- Expand Strategically: As value proves out, extend to adjacent tasks in the end-to-end workflow, then to adjacent workflows.
Each new process benefits from and contributes to your semantic data layer and library of workflow steps, creating compounding speed and returns as you achieve more.
Ready to Start Your AI Transformation?
You don’t need a roadmap. You need a starting point. CoPlane helps enterprise finance and accounting teams create operational leverage through quick, compounding wins and organizational AI fluency.
Let’s get started today. Book a demo and strategy session with the founders.