Scale intelligence,
not headcount.

Turn your business processes into self-directed, self-improving workflows that know when to ask humans for input.

Agentic process orchestration for the back office.

CoPlane makes it easy to automate your finance and accounting operations with AI.

Efficiency of AI

Deploy agents to handle the repetitive, low-value tasks that bog your team down.

Automate Rote Work

Precision of Code

Use deterministic, rules-based logic to ensure accuracy and compliance.

Control and Govern

Expertise of Humans

Delegate critical decisions, exceptions, and approvals to the right person.

Scale Human Judgement

Every trigger, decision, and action is tracked and logged automatically for end-to-end auditability.

Durable execution ensures your processes execute flawlessly every time, without the IT ops overhead.

CoPlane deploys in your cloud environment, ensuring your data and docs stay secure.

In-source and re-shore

Elevate and empower teams

Reduce costs, increase reliability

Automate invoice processing, exception handling, and dispute resolution. Reduce processing costs and eliminate errors.

Streamline collections, cash application, and customer communications. Improve cash flow and customer satisfaction.

Optimize purchasing workflows, vendor management, and contract compliance. Reduce maverick spend and compliance risks.

Enhance month-end close, reconciliations, and reporting. Accelerate financial processes while improving accuracy.