Actions by CoPlane
Connect ChatGPT, Claude or Copilot to your ERP
AI is already helping you work faster, but it can’t reach the systems that finance runs on. Until now.
CoPlane safely connects your AI tools to the critical systems that run finance. From your ERP, CRM and HRIS to your banks, vendor portals and SaaS tools, your team asks the AI agent and CoPlane gets to work.
- Check the status of a PO, invoice or customer order
- Pull a bank statement and reconcile it
- Find the remittance advice and match a payment
- Create a draft journal entry
Let’s explore the art of the possible
Tell us about how your team is already using AI, and we’ll show you how far they can go with CoPlane.
How Actions by CoPlane connects ChatGPT, Claude and Copilot to your ERP, banks and web portals
ChatGPT
Claude
Copilot
CoPlane
- Permissions
- Human approvals
- Full audit trail
ERP
- NetSuite
- Microsoft Dynamics
- Acumatica
- Sage Intacct
Banks
- J.P. Morgan
- Bank of America
- Wells Fargo
Web portals
- API
- SFTP
- EDI
- Computer-use agents
Demo: See what vendor statement reconciliation looks like with Claude and CoPlane.
How it works
IT connects each system once
Your ERP, bank and portals. Everyone keeps the permissions they have today, and credentials are never shown to the AI tool.
Your team asks in the tool they already use
ChatGPT, Claude or Copilot. No new login, and no change to the ERP you run.
A person approves before it posts
Nothing changes the books without sign-off, and every request, action and change is recorded.
Customer results
~$230k a year
An automotive care and service company with 380+ US-based locations moved deposit reconciliation from monthly to daily by connecting Stripe and its bank directly to Acumatica. This freed up 40+ accounting hours per month, and let them retire a vendor-hosted data pipeline that was costing them $228k/year.
“We're adopting AI tooling across our finance function, and it's been a game changer. But the real challenge is connecting AI assistants to our systems reliably and repeatably. CoPlane gives us a secure way to connect AI to our most sensitive back-office systems and orchestrate governed, repetitive AI-enabled workflows.”
Your ERP may have its own AI connector. Here’s the difference.
A built-in connector can be enough for work inside one system. Finance work crosses systems.
| Compare | A single ERP’s AI connector | Actions by CoPlane |
|---|---|---|
| Systems it reaches | One system per connector | Your ERP, bank and portals from one chat |
| What the AI can do | Only what the vendor chooses to expose: read-only for some, limited writes for others | The operations you choose, in the systems you run |
| Older ERPs | No connector for end-of-life systems like Dynamics GP and SL | Works across older, current and future systems, with no migration |
| Audit trail | Records split between the vendor’s system and your AI tool’s logs | One record of who asked, what ran and what changed |
Prefer to pick a time?
Book a 30-min discovery call
Choose a time that works for you. We’ll walk through your systems and the work you’d like to move first.
Questions finance teams ask
Can ChatGPT, Claude or Copilot connect to NetSuite, Dynamics 365 or Acumatica?
Yes. With Actions, your team keeps working in the AI tool they use, and it can reach your ERP, your bank and your portals in the same conversation.
What does IT need to do?
Connect each system once and set who can do what. Credentials stay with CoPlane and are never shown to the AI tool or the user.
How long until we’re live?
Weeks. There’s no migration, so most teams start with one high-volume task and add more from there.