CoPlane Actions: The Front Door to the Back Office
Integrated, controlled, automated. Pick three.
Perspectives
Featured perspectives
The Core and the Edge: Your Team Feels the AGI. Your P&L Doesn't.
87% of CFOs say AI will be critical to finance in 2026. Only 21% are seeing measurable ROI. The gap has less to do with the technology than with where they aim it.
5 AI Adoption Patterns That Actually Work For Finance Operations
Most AI projects do not fail because of the tech. They fail because of how leaders approach adoption.
How to connect AI chat tools to your ERP and other back-office systems (without losing control)
How to securely connect ChatGPT, Claude or Copilot to the systems your back office runs on, such as your ERP, CRM, HRIS and bank.
How Finance Teams Win with AI: 4 Real Lessons
Finance leaders at J&J, Hungryroot, and Parts Authority share how they got AI pilots approved without an AI title or a big IT project.
Behind the build: How an FDE Ships in Days, Not Quarters
Eric Billings spent two decades in enterprise finance knowing exactly what was broken and never having the tools to fix it. Here's why he joined CoPlane as a forward-deployed engineer — and how he rebuilt a six-month project in a week.
The Real AI Lock-in Problem is Regression Risk
Portability matters. But the real reason teams stay stuck on a model provider is fear of what a model change will break. Here's how we designed Planar to make model and infrastructure choices configurable — and testable.
The Core and the Edge
A brief history of enterprise computing's permanent tension — tracing sixty years of centralized systems that run the business and the flexible tools people actually use to get work done.
Agent Sandboxes: How we got here
A look at the recent history of agent harnesses and why filesystem access and code execution have become the foundation of powerful AI agents.
Localsandbox: A Lightweight Agent Sandbox
Today we're open sourcing Localsandbox, a lightweight library that gives agents a sandboxed filesystem with safe bash and code execution.
Announcing CoPlane's $14M Seed Fundraise
We are excited to announce our $14 million seed round led by Ribbit, with participation from Stripe, Optum Ventures and Terrain.
Get Your First AI Project Approved: The Complete Implementation Toolkit for Finance Managers
Everything you need to identify, scope, and win approval for AI automation projects in finance operations.
Sales order processing with AI: the use case that proves the point
Finance leaders assume AI can't reliably automate business critical processes. This walkthroughs shows otherwise.
The Art of Prompting for Finance Operations: Writing LLM Instructions That Actually Work
A tactical guide to prompt and context engineering for finance and operations.
While 95% of AI Pilots Fail, These 5 Finance Use Cases Deliver Results
Discover 5 finance processes where AI is already delivering measurable value.
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