Perspectives
Insights and thought leadership from CoPlane
Announcing CoPlane's $14M Seed Fundraise
November 25, 2025We 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
November 22, 2025Everything you need to identify, scope, and win approval for AI automation projects in finance operations.
financeAItransformationautomationtoolkitSales order processing with AI: the use case that proves the point
November 21, 2025Finance leaders assume AI can't reliably automate business critical processes. This walkthroughs shows otherwise.
AIfinanceautomationback-officeoperationsrevenueThe Art of Prompting for Finance Operations: Writing LLM Instructions That Actually Work
September 2, 2025A tactical guide to prompt and context engineering for finance and operations.
AIfinanceautomationback-officeoperationsWhile 95% of AI Pilots Fail, These 5 Finance Use Cases Deliver Results
August 25, 2025Discover 5 finance processes where AI is already delivering measurable value.
AIfinanceautomationback-officeoperationsThe New Finance Role That Will Change Everything: Agentic Process Engineer
August 12, 2025What's the key to creating value with AI? Empowering your finance operators with the tools and remit to take control.
AIfinanceautomationback-officeoperationsAgentic Process EngineerBuilding Reliable AI for Finance and Operations: A Tested Approach
June 26, 2025Accelerate AI adoption and mitigate risk with a systematic approach to building reliable AI solutions.
AIfinanceautomationback-officeplanaroperationsDemystifying AI 'Computer Use': Building GUI Automation with Planar Workflows
June 26, 2025Explore how AI computer use actually works under the hood and how workflow orchestration creates practical automation beyond impressive demos.
AIautomationGUIplanarcomputer-useworkflowsThe Finance Department's AI Blind Spot: Accuracy and Compliance Realities
June 19, 2025The finance department's assumptions about AI accuracy and compliance are understandable — but increasingly outdated. Here's what innovative teams are discovering.
financetransformationback-officeSMEsprocess innovationBehind the Controls: How CoPlane's Hybrid Architecture Eliminates Vendor Risk
June 17, 2025In this article, founding engineer Ruslan Danilin breaks down why traditional SaaS architecture creates enterprise security risks, and how we designed CoPlane to eliminate them.
engineeringarchitecturesecurityWhy AI Implementations Shouldn't Be Managed Like ERP Projects
May 28, 2025Why finance leaders don't need to wait for IT to start delivering value
ERPsAIfinancetransformationback-officeIntroducing CoPlane: Reliable Process Orchestration for the Agentic Enterprise
May 6, 2025Discover CoPlane, the AI-native process orchestration platform for rapid back-office transformation.
AIfinanceautomationback-officeplanarTraditional Metrics Drive Mediocrity: Finance KPIs in the Age of AI
April 28, 2025Your finance benchmarks aren't just outdated — they're actively holding you back. As AI revolutionizes finance operations, traditional KPIs become liabilities, focusing teams on optimizing outdated processes rather than reinventing them.
financeAImetricsKPIstransformationFinance at the Controls: Empowered Teams and the End of the Era of Implementation Dependency
April 21, 2025As finance teams lost control to ERP complexity and outsourced processes, a new approach enables experts to reclaim sovereignty—not just requesting changes, but actively implementing them. Learn how subject matter experts can transform from process supplicants to process owners.
financetransformationback-officeSMEsprocess innovationThe Enterprise Finance Trap: How Process Becomes Prison
April 15, 2025Despite decades of digital transformation, enterprise finance operations remain trapped in rigid processes. This post examines how organizational complexity becomes a prison, why current automation approaches fail, and what a truly intelligent finance operation requires.
financeenterpriseautomationAIHow The Big Four's Regulatory Arbitrage Machine Works
March 26, 2025The Big Four accounting firms operate within a system that transforms regulatory complexity into specialized services. But AI doesn't play by established rules - and it's about to demonstrate that many traditional approaches to compliance may be unnecessarily complex and costly.
Big FourAIfinancetransformationback-officeSAP vs. Celonis: When ERP Giants Fight, Customers Lose
March 22, 2025The recent Celonis lawsuit against SAP reveals a deeper truth: enterprise software is deliberately designed to trap customers in a walled garden, where the price of exit is prohibitively high.
BPOs are Living on Borrowed Time
March 19, 2025BPOs are an economic anachronism; the dinosaurs that somehow survived the meteor strike of automation. But their days are numbered.
BPOsAItransformationback-officeInescapable ERP Complexity is a Business Model, Not a Bug
March 12, 2025Enterprise software has transformed everywhere—except in finance and operations. Why? Because ERP complexity isn’t an accident—it’s the business model. Massive implementation costs. Endless complexity. Vendor lock-in disguised as 'modernization'. For decades, ERP vendors have profited from keeping enterprise systems just complex enough to require perpetual maintenance.
ERPsfinancetransformationback-officeAI Will Shatter The Back-Office Industrial Complex
March 2, 2025The back-office of large enterprises is being held hostage by a triumvirate of third party service providers (Big ERP, Big BPO, and Big 4) with a vested interest in maintaining an inflationary, low-productivity regime. AI offers a way out.
AIfinancetransformationback-officeTransforming Finance Operations with Agent-Based Automation
February 15, 2025Finance operations are undergoing a revolution. Learn how autonomous AI agents are changing the landscape of financial workflows, cutting costs, and empowering teams to focus on strategic decision making.
financeautomationAI agentsdigital transformation5 Ways AI is Transforming Accounts Payable
January 10, 2025AI is radically changing how finance teams handle accounts payable. Discover five key transformations that are slashing costs, reducing errors, and turning AP from a cost center into a strategic asset.
accounts payableAP automationfinanceAI