5-minute assessment
Put your most manual AP process to the test
Most AP automation tools are built for clean, modern stacks. If you're using off-the-shelf tools, chances are you're getting more work piling up than you are automating workflows with ease, control, and confidence.
The method
How the assessment works
This tool was built using the same starting point we use with our enterprise finance clients. In just 5 minutes, the 7-question assessment will validate the degree of automation best suited for your specific project. What you get is the confidence to start building.
Why AP stays manual
Your team is still the human API.
Complex logic
Multi-entity approvals, subcontractor logic, and coding rules that live across multiple platforms.
Legacy ERPs
Microsoft Dynamics SL, UnaNet, and tools without clean APIs. Off-the-shelf AP software assumes integrations you don't have.
Endless workarounds
Spreadsheets, email threads, and copy-paste between systems is the glue that holds the process together.
Proof in production
Different industries. Different systems of record. Same starting point.
Companies rebuilding their back-office on CoPlane all started on this assessment.
From there, our team of engineers shadows internal staff to gain a deep understanding of the current-state problem and process. This unlocks future-state opportunities previously buried in manual, siloed work. We design and build a solution that's tailored to your business in weeks, not quarters.
CoPlane has been a crucial partner supporting our accounts payable transformation journey. Their deep expertise in building reliable data and AI systems has helped shape our technology strategy in order to achieve our short-term objectives while building a strong foundation for the future.
Jeff GriceController's Transformation Leader, Georgia-Pacific- Manual effort
50%
Reduction in manual AP work
- Systems
1
Legacy AP system retired
- Throughput
95%
Of orders straight through
The assessment
Seven dimensions. One honest score.
We score your most manual process across seven dimensions. This is the same process we use with our enterprise clients, so you leave with a real answer, not a sales pitch.
- Rule clarity
- Human judgment
- Process stability
- Data availability
- Scale and frequency
- Exception handling
- Error tolerance
Your result