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.
Deploy agents to handle the repetitive, low-value tasks that bog your team down.
Use deterministic, rules-based logic to ensure accuracy and compliance.
Delegate critical decisions, exceptions, and approvals to the right person.
End-to-End Auditable
Every trigger, decision, and action is tracked and logged automatically for end-to-end auditability.
Automate with Confidence
Durable execution ensures your processes execute flawlessly every time, without the IT ops overhead.
Securely Connect to Your Systems
CoPlane deploys in your cloud environment, ensuring your data and docs stay secure.
Take control of your critical operations.

Tighter feedback loops for more adaptive operations
- Increase agility and control
- Improve process visibility
- Optimize processes on the fly
Accounts Payable
Automate invoice processing, exception handling, and dispute resolution. Reduce processing costs and eliminate errors.
Learn more about CoPlane for Accounts PayableAccounts Receivable
Streamline collections, cash application, and customer communications. Improve cash flow and customer satisfaction.
Learn more about CoPlane for Accounts ReceivableProcurement
Optimize purchasing workflows, vendor management, and contract compliance. Reduce maverick spend and compliance risks.
Learn more about CoPlane for ProcurementFinancial Operations
Enhance month-end close, reconciliations, and reporting. Accelerate financial processes while improving accuracy.
Learn more about CoPlane for Financial Operations