Efficiency of AI.
Precision of Code.
Expertise of Humans.
CoPlane is the AI-native business process orchestration platform for the enterprise back-office.
Pull Vendor Info
Connect to external systems and databases
Data Sources
- ERP System
- Vendor Master
- Historical Transactions
A flexible spectrum of automation.
CoPlane doesn't make you choose between deterministic workflows and probabilistic agents.
Agents
Runbook-defined agents for AI specialists and SMEs to automate data extraction, data classification, and reasoning, either as a a step within a workflow or as a standalone workflow.
- Extract, classify, and validate data
- Use tools to enrich context or take action
- Reason over documents, messages, and enterprise data
- Generate reports and memos
Rules
Visually managed rules enable SMEs and leaders to confidently update the logic behind critical decisions.
- Codify approval conditions and matrices
- Compute risk scores and decision criteria
- Validate data and documents
- Ensure compliance and governance
Humans
Context-rich approvals and exception handling interfaces are auto-generated based on step inputs and required outputs.
- Escalate exceptions to managers for review
- Request supporting documentation from users
- Collaborate on resolving workflow bottlenecks
Reliabile and auditable out-of-the-box.
CoPlane ensures reliability and complete auditability for every workflow with its robust durable execution engine.
What is durable execution?
- Automatic retry and error handling for every step
- Guaranteed process completion, even after failures
- Immutable audit logs for every action and decision
- Full traceability of data, users, and agent actions
- Real-time monitoring and alerting
- Compliance-ready records for audits and reviews
Enterprise-Ready
Build, deploy, and iterate your agents without fretting over reliability, auditability, or security.
CoPlane workflows scale automatically, without your IT team needing to worry about infrastructure.
CoPlane makes it easy to connect to your systems of record, enterprise applications, data lakes, and document repositories.
CoPlane runs in your cloud environment, meaning that data, documents, and business logic never leave your trust boundaries.
Iterate towards operational excellence
You can't one-shot finance transformation. CoPlane allows teams to start small, iterate fast, and compound value over time.
Start Small
Begin with a single process or workflow and prove value quickly.
Iterate Rapidly
Continuously improve and expand automation with fast, low-risk iterations.
Scale Confidently
Grow your automation footprint across teams and processes, knowing you have reliability and control.