Scale intelligence,
not headcount.

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

CoPlane Dashboard Visualization

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

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.

Accounts Payable

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

Learn more about CoPlane for Accounts Payable

Accounts Receivable

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

Learn more about CoPlane for Accounts Receivable

Procurement

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

Learn more about CoPlane for Procurement

Financial Operations

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

Learn more about CoPlane for Financial Operations