Coplane Platform

Your operations.Working as one.

CoPlane connects your existing systems, people, and AI. So the work moves forward, your team stays in control, and every process can improve.

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Rows of computer terminals and green chairs in a sunlit office.

Actions

Put your systems to work.

Give people and AI one way to work across your existing software, from reading a balance to updating an order.

Why on CoPlane

Connect each system once. Reuse its actions across processes, with the same permissions everywhere.

CoPlane actions for reading general-ledger entries and connecting business systems.

Processes

Bring the whole process together.

Coordinate software, AI, and people from the first step to the finished result. Keep every handoff and approval part of the same flow.

Why on CoPlane

Build on shared actions, rules, and context, then measure and improve the work.

A process moving through variance detection, prioritization, investigation, and review.

Agents

Intelligence with a job to do.

Give AI a defined role in the process: interpret a document, investigate a problem, or recommend what happens next.

Why on CoPlane

Choose your models, set a budget, and give each agent only the tools and authority it needs.

Agent instructions for extracting vendor, invoice, and payment details.

Rules

Your business changes. Your rules can too.

Let the people who own pricing, approvals, and other business decisions update the logic as the business evolves.

Why on CoPlane

Test and approve changes without redeploying software, with a record of which version produced every decision.

Business logic connecting input, validations, automatic approval, and output.

Domain

The business, in context.

Bring customers, invoices, orders, and payments into one shared model. Connect the records so every process can understand how they relate.

Why on CoPlane

Reuse that context across processes and agents. When business data changes, the next step can start automatically.

Sales orders organized by draft, verified, processing, and shipped status.

Exec

Keep going, even when systems don’t.

CoPlane remembers where work stands when a system fails or an approval takes time, then resumes from the right place.

Why on CoPlane

Execution history stays with the process, so retries preserve context and avoid repeating completed work.

An activity history showing workflow success, suspension, and resumed execution.

Policies

Give autonomy clear boundaries.

Decide who can do what, to which business records, and under what conditions. Set the limits before people, software, or AI take action.

Why on CoPlane

One policy layer applies across the operation, so every new agent works within your existing controls.

A policy that lets controllers post to Business Central, while large postings still require approval.