Stop guessing. Find the one AI workflow worth building first.
Designed specifically for enterprise finance, IT, and operations leaders who want to streamline finance operations with agentic AI.
Start with a 15-min call to see if you're a fit
60–90
min session
5
tangible deliverables
100%
tailored to your org
"CoPlane has been a great strategic partner supporting our Invoice-to-Pay transformation journey. Their differentiated approach to data-centric, reliable AI systems helped shape our technology strategy and roadmap. As a result, we know exactly what we need to tackle in the short term and have a clearer vision of how to leverage the rapidly evolving technology landscape for future success."
Jeff Grice
Controller's Transformation Leader
Georgia-Pacific
Who This Is For
Designed For Your Back-Office
We recommend cross-functional attendance to unlock the most value.
CFOs and Finance Leaders
Build a credible AI strategy without big bets or risky overhauls.
Heads of Accounting / Controllers
Identify quick wins in close, reconciliation, and reporting workflows.
Shared Services & Operations Leaders
Find automation opportunities across AP, AR, procurement, and more.
Business Systems Leaders
Understand what is possible without ripping out your core systems of record.
What This Workshop Is
A Private AI Strategy Session. Built for You.
Bring your most challenging processes. Our team will help you understand how agentic AI can help and give you a blueprint for fast implementation.
- 1A clear understanding of practical AI use cases for your function
- 2A shortlist of high-impact opportunities specific to your organization
- 3A framework for evaluating automation vs. AI-driven transformation
- 4Insight into data, process, and change management considerations
- 5A prioritized next-step roadmap you can take back to your team
Get Started
Ready to find your first high-impact AI use case?
Book a free 15-minute fit assessment and we'll tailor a workshop session around your team's goals, systems, and priorities.
Free · No commitment · Typically 15 minutes