Scale intelligence,
not headcount.
Purpose-built AI for finance and operations leaders at leading enterprises. Systems engineered around your processes and self-optimizing to compound value over time.
Built For Your Back Office
Off-the-shelf software doesn't match how your business actually works. Consultants are slow, expensive, and leave nothing that lasts. AI promises relief, but generic tools produce generic outcomes. CoPlane deploys applied AI engineers and former CPAs and controllers to rapidly assemble purpose-built applications, workflows, and agents bespoke to your requirements atop our platform. Once in production in your environment, the system self-improves through continuous learning and meta-optimization based on feedback from your experts.
Control Plane
Your team holds the reigns
Finance and ops teams review and handle exceptions and refine logic, instructions, and policies directly.
Custom Workflow
Intake Agent
Capture intent and source data
Rules based validation
Apply field-level logic, look up reference documents, match, apply policies and tolerances
Human Approval
Escalate only when needed
Post
Commit to the system of record
Orchestration Engine
One engine, full spectrum AI execution.
CoPlane gets you started with a powerful agent harness, while letting you explicitly encode business requirements wherever the process is well defined.
Deterministic
Code - Policies
Hybrid
Targeted intelligence
Agents
Reasoning · Action
One durable execution environment for everything: checkpoints, suspension, resumption, retries, scheduling, and event-driven execution.
Operational Data Layer
Your systems and processes, materialized.
A live model of how your business works, spanning entities, state, and the actions available to the system.
Entities
States
Actions
Integrations
Context In. Actions Out.
Pull context and maintain state across systems, raise escalations and asks in your existing communication channels, and post outcomes back to your systems of record.
Your cloud · Your LLM
Delivered and managed inside your trust boundary.
Your operational surface, model access, and execution environment stay inside the systems, infrastructure, and governance boundary you already trust.
Where We Focus
Order-to-Cash
Procure-to-Pay
Record-to-Report
"CoPlane has been a crucial partner supporting our accounts payable transformation journey. Their deep expertise in building reliable data and AI systems has helped shape our technology strategy."
Jeff Grice
Controller's Transformation Leader, Georgia-Pacific
Proof In Production
Headcount
reduction in AP workload
End-to-end invoice and exception automation eliminated half the accounts payable team's manual workload.
National auto parts distributor
backfills needed
Automated order intake replaced the need to hire additional customer service staff as volume scaled.
Packaging manufacturer
Cost Elimination
annual savings
Replaced a legacy OCR platform with purpose-built AI document intelligence at a fraction of the cost.
Packaging manufacturer
platform spend avoided
Avoided a planned enterprise procurement platform through targeted, process-specific automation, while creating upside from consolidated contracts and a stronger negotiation posture backed by better data.
Cycle Time
faster revenue recognition
Compressed monthly revenue recognition from over 40 hours to under 4 — a process that previously consumed an entire week.
Specialty infusion provider
saved per month
Fully automated partner revenue reconciliation that previously required 40–60 hours of manual effort each month.
Digital media platform
spent on busy work
PO closeout required analysis and manual keying into an AS/400. Automated end-to-end with an autonomous data pipeline and agentic RPA.
National Auto Parts Distributor
confirmation SLA
Order confirmation SLA improved from 24 hours to 1 hour across the O2C flow.
Packaging manufacturer
Automation
of O2C automated
Purchase orders received via email are automatically ingested, validated, and converted into sales orders. AI agents conduct inventory and forecast checks, schedule replenishment orders, and optimize make-to-order fulfillment.
invoice + tolerance handling
AI agents handle back-and-forth email for price tolerance checks, invoice errors, and invoice questions without manual chasing.
Packaging manufacturer
exception handling
EDI invoices and system / policy exceptions are detected, routed, and resolved end-to-end without manual triage.
National auto parts distributor
Invest In Outcomes
Not experiments. Finance transformation isn't a big-bang project — it's a compounding one. A proven path from problem to production in weeks, with value that builds at every step.
Workshop
A structured session to map your highest-ROI automation opportunities and pressure-test fit — for both sides. No commitment required.
Proposal
We scope a specific first use case, size the return, and build the internal case together. You get a clear picture of what we'll build and what to expect.
Build
Our applied engineers embed with your team — discovering your actual processes, codifying your policies as AI logic, and shipping to production in weeks. Systems that self-improve, run in your environment, and are yours to keep.
"CoPlane has multiplied the impact of our internal IT and operations groups, allowing us to scale our back-office infrastructure as efficiently as we scale our clinical footprint. They don't just deploy software. They embed as operators."
Joe Brunink
CEO, OI Infusion Services