Since starting this journey, we’ve had the privilege of deeply partnering with incredible IT and Finance orgs at multi-billion dollar revenue enterprises. We’ve helped them automate critical processes across Source to Pay, Quote to Cash, and Record to Report using our Intelligent Operations Layer. What would traditionally require dedicated tools like IDP, RPA, point solutions and manual work are automated and centralized in CoPlane, giving enterprises a unified control plane for AI powered operations. This funding accelerates our mission to transform the enterprise back office from a cost center shackled by legacy software into an autonomous, self-improving source of durable competitive advantage.
"CoPlane has fundamentally elevated the way our organization operates. In just a few months, their platform and team have multiplied the impact of our internal IT and operations groups — allowing us to scale our back-office infrastructure as efficiently as we scale our clinical footprint. Their hands-on enablement and problem-solving approach have delivered real, production-level solutions to complex workflows across finance, accounting, and procurement. The CoPlane team doesn’t just deploy software — they embed as partners who understand the operational realities of high-growth healthcare."
The $80B+ ERP market is dominated by systems designed decades ago that are rigid, expensive, and consulting-heavy. For large enterprises, this has become a “hidden tax”: G&A as a percentage of revenue has been stuck around 15% across the S&P 500 for decades, despite massive tech advances.
These systems cost a fortune to implement and then are too brittle to adapt as the world changes and the business evolves, forcing a choice between costly overhauls, labor intensive workarounds and BPOs, or missed growth opportunities.
This forces companies to treat the back office as a cost center rather than a point of leverage for the business. Resultingly, companies all too often miss opportunities to improve profitability due to their inflexible, ossified systems.
AI fundamentally changes this. It can finally deliver on the original promise of enterprise software: malleable systems that adapt to your processes, not the other way around.
What is CoPlane?
CoPlane is the AI intelligence layer for the back office, making enterprise operations autonomous and self-motivated. Our AI first platform operates across your existing systems to automate without rip-and-replace; enabling automation while avoiding costly, multi-quarter migrations.
With CoPlane, enterprises transform their back office into a point of leverage in the business: not only significantly lowering G&A costs, but enabling your business to quickly adapt to new opportunities.
We’re building for a world of self-assembling enterprise software: businesses describe their SOP and CoPlane assembles an agentic twin of the process and connects to existing systems to automate tasks that used to take thousands of hours, hundreds of heads and millions of dollars. Using a blend of Agents and deterministic business rules run on our durable workflow engine, employees can introspect, test and evolve their processes with confidence. What would traditionally require tools like IDP, RPA, point solutions and manual work are automated and centralized in CoPlane’s agentic platform.
"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."
CoPlane is designed for the enterprise. Governance is front and center. Every action is auditable and authorized. We deploy working systems in days, not years. CoPlane runs in customers' own cloud environments; companies retain full control of their data.
We work with companies of significant scale and complexity across Financial Services, Technology, Manufacturing, Healthcare, and Media. The more complexity, the more value we add. Five divisions with five different ERP instances? Good. With CoPlane, you federate, not migrate.
Our work spans procurement, accounts payable, billing, revenue accounting, cash application, and order management. CoPlane agents and workflows in production:
- Extract and submit data across documents, contracts, and emails
- Match, calculate, reconcile, handle exceptions, route approvals
- Monitor EDI and email inboxes for orders, invoices, ASNs, inquiries, and acknowledgments
- Navigate supplier catalogs and portals, synchronize price lists, suggest suppliers based on lowest effective cost inclusive of rebates
- Make sense of hundreds of SAP tables with their German-abbreviated names
- Reconcile cXML differences between Coupa and Ariba, and resolve vendor entity matching from messy master data
Customers achieve faster cycle times, reduced errors, better data, and happier employees.
The back office has been neglected by technology for too long, and AI is the unlock. We're just getting started.
If you're a CIO or CFO tired of choosing between expensive migrations and operational stagnation, we'd love to talk. We move fast, we deploy in your environment, and we earn trust by shipping working systems.
Ready to transform your operations?
See how CoPlane can automate your critical back-office workflows.
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