CoPlane Industrializing the back office

The factory floor was transformed.The back office is next

CoPlane brings the principles of modern operations to finance and the back office: make work visible, automate what can be automated, preserve human judgment, and continuously improve the processes that run the business.

Get CoPlaneOur platform

Customer outcomes

Real work.
Measurable change.

90%

Reduction in monthly revenue
reconciliation cycle time.

Healthcare Service Provider

$228k

Annual savings from retiring
vendor data pipeline.

National Car Wash Chain

95%

Of batched partner payments
matched and applied automatically.

Media and Tech Conglomerate

“CoPlane has multiplied the impact of our internal IT and operations groups, letting us scale operations as efficiently as we scale our clinical footprint.”

Joe BruninkCEO, OI Infusion Services

The work End to End

From the first input to the finished result.

CoPlane connects the systems, decisions, and people behind a complete process.

A clearer path to payment.

Validate invoice details against supplier records, match purchase orders, receipts, and pricing, then route exceptions to the right approver with the evidence they need. Post the approved result to your accounting system, so your team spends less time checking and chasing.

Watch the demos
CoPlane agent instructions for extracting invoice details

Platform

Turn the work
into a system.

Connect your systems. Put your rules into practice. Coordinate AI and human decisions from the first action to the finished result.

From process to production

Built around your business.Delivered with your team.

The platform and the people to put it to work. Start with one valuable process, prove the improvement, and build from there.

  1. Choose the work that matters.

    Find a process where delays, manual effort, or errors carry a real cost. Agree on what a better result looks like before building.

  2. Put it into operation.

    Our finance specialists and engineers map the process, connect your systems, and set permissions and approvals with your team. Decisions stay traceable as the work runs.

  3. Improve. Then expand.

    Measure the result. Refine the rules and resolve recurring exceptions. Bring the next process onto the same integrations and controls.