Efficiency of AI.
Precision of Code.
Expertise of Humans.
Automate your mission-critical processes with AI -- confidently and safely.
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
Build agents that accomplish tasks or entire processes
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
Control and Govern with Deterministic Logic
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
Scale Human Judgement with Context-Rich Human-in-the-Loop Steps
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
Enterprise-Ready
Build, deploy, and iterate your agents without fretting over reliability, auditability, or security.
Scale Confidently
CoPlane was thoughtfully architected for scale, with automatic retries, robust error handling, and real-time monitoring to ensure reliable and dutiful process execution.
Automatically scales as needed
Audit-Ready
CoPlane creates immutable audit logs for every step, action, and decision, with an easy to use, context-rich UI so you can inspect inputs and outputs for every agent, workflow, and decision.
Complete process visibility
Secure
CoPlane runs in your cloud environment and leverages your trusted LLM provider, meaning your data, documents, and business logic never leave your established trust boundaries.
Cloud-prem deployment model
Connects to your existing systems
CoPlane workflows can execute within and across your existing systems, reducing the need for onerous migrations or complete process overhauls.
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.