The Future Back-Office is Agentic

Put your transactional finance procedures on autopilot.

Reliable
Compliant
Auditable

Meet the founders

Take control of your finance operations

CoPlane's agentic finance operations platform empowers your team to transform how work gets done.

In-source and re-shore

Bring transactional finance processes back in-house – profitably and safely with AI-powered automation.

Reduce dependency on offshore operations

Empower finance teams

Enable finance and accounting professionals to achieve operational excellence with powerful AI tools.

Transform roles from data entry to strategic analysis

Reduce costs, increase reliability

Scale transaction volume while reducing operational costs and improving accuracy through intelligent automation.

Achieve more with less through smart optimization

A Reliable, Compliant, and Transparent Platform

Deterministic Workflows

Reliable, repeatable processes that execute flawlessly every time with durable state tracking across days or months.

Transactional consistency guarantees
Recoverable execution across failures
Fully auditable execution

Automated Decisioning

Workflows can delegate to AI Agents, codified business rules, or to Human input as required to achieve their goals.

SME-configurable business rules
AI agents for tedious tasks
Human review for exception handling

Business-Critical Operations on Autopilot

Break through data silos. Unstick processes. Take back control.

Accounts Payable

Automate invoice processing, approvals, and payments. Reduce processing costs and eliminate errors.

Accounts Receivable

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

Procurement

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

Financial Operations

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

Sanchit Srivastava

AI and Data Analytics Leader, F500 CPG Company

"It's really hard to design data intensive AI products that empower business users without creating headaches for IT and compliance. CoPlane managed to build something that is as delightful to use as it is for developers to integrate."

Jeff Grice

Controller's Transformation Leader, Georgia-Pacific

"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 in order to achieve our short-term objectives while building a strong foundation for the future."

Who We Are

We're on a mission to dramatically improve how companies transact with one another. We've worked on some of the most complex financial operations and data infrastructure platforms in the world.

Streaming billions of events per day to hydrate business critical systems with the data they need

Accounting data pipelines that aggregate billions of transaction records per day

Foundational data storage components that ingest exabytes of data per day

Observability tooling that minimizes the risk and impact of system issues