Announcing our $14M seed round

Scale intelligence,not .

CoPlane takes work out of your back-office, converting it to software and agent systems that put your operators at the controls.

Get in touch
Problem

Your team is a human API.

Your team spends its days moving data by hand — pulling a report out of one system, running it through a spreadsheet, firing off a dozen messages to work out why two numbers don't match, then keying the result into the next system. Invoice matching, cash application, PO management, bank reconciliation: every function has its own version, and the pattern never changes.

Your processes are stuck in the mud because your team is the integration layer. And the expensive part was never the keystrokes — it's the routing, the reconciling, the waiting on decisions that have to travel across systems and people.

Reconfiguring legacy systems used to cost more than hiring more capacity. It doesn't anymore.

Outcomes

Take the manual work out for good.

  • Decouple SG&A from revenue growth.
  • Reduce DSO and increase working capital.
  • Maximize savings and discount capture.
  • Scale volume with fewer FTEs.
  • Close faster and make decisions sooner.
  • Standardize operations across operating units.
Talk to us
"CoPlane has multiplied the impact of our internal IT and operations groups, letting us scale operations as efficiently as we scale our clinical footprint."
JB
Joe BruninkCEO, OI Infusion Services
90%reduction in monthly revenue reconciliation cycle time.
1.5×volume growth with no new procurement hires.
How it works

Turn processes into software and agent systems that improve with every run.

Convert
SOPs, spreadsheets and institutional knowledge get encoded as software.
Run
Processes execute end-to-end, at any volume and any level of complexity.
Learn
Every resolved exception is encoded, trending manual work toward zero.
Optimize
Your experts iterate by shipping system updates, not change requests.
Platform

The control plane for back-office operations.

Built for complex, exception-heavy processes.

  • Deterministic, accurate and repeatable processing.
  • Inspect every run, rule, decision and action.
  • Integrates with your enterprise systems.
  • Manage exceptions in our control room or your systems.
  • Infrastructure runs in your cloud, managed by us.
CoPlane run detail showing agent steps and human task

Start fast.

Start small, fixing the most costly or highest friction step without disrupting the broader process.

Invoice intake
PO matching
Vendor onboarding
Exception handling
Order entry
Cash app
Billing
Collections
Bank rec
Account recs
Close
Variance analysis

Scale faster.

Expand scope efficiently with re-usable tools, templates and integrations.

Invoice intake
PO matching
Vendor onboarding
Exception handling
Order entry
Cash app
Billing
Collections
Bank rec
Account recs
Close
Variance analysis

Compound over time.

More coverage means more data to increase automation and improve outcomes.

Invoice intake
PO matching
Vendor onboarding
Exception handling
Order entry
Cash app
Billing
Collections
Bank rec
Account recs
Close
Variance analysis
Delivery

Services to get started quickly.
Self-serve platform to compound value over time.

We stand it up.

To start, our engineers embed with your team to get your first process(es) live before enabling your operators to take the controls.

Priced on outcomes

Your team builds from there.

Then, your operators lead the way, standing up new processes and improving existing ones to take more manual work out of your operation.

Priced on usage

Bring us your worst process.

Tell us about what creates the most drag and we’ll show you how CoPlane can take the work out for good.

Talk to us
“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.”
JG
Jeff GriceController’s Transformation Leader, Georgia-Pacific