AI Projects Approved in Weeks, Not Quarters.
Identify, scope, and fund your first AI project with full control, audit, and reliability built in from day one.
- 5-Step Framework: Identify, Scope, Design, Justify, Approve
- Opportunity Scoring Matrix across 8 criteria
- Executive Pitch Guide for CFO Sign-Off
- AI-Ready Requirements Template
No form fill required.
What You'll Get
Everything you need to go from idea to approved pilot.
A playbook for getting one well-scoped AI project funded and running in weeks.
Get the PlaybookOpportunity Scoring Framework
Score AI opportunities across 8 criteria: volume, hours, error rate, cost of delay, data availability, rule clarity, system connectivity, and team readiness. Know exactly where to start.
Surgical Scoping Guide
Start with invoice validation. Expand to exception handling. Scale to advanced stakeholder workflows. Each phase proves the approach before you commit more resources.
ROI Calculator
Build a CFO-ready business case with real benchmarks. 80% reduction in processor hours. ~3-month payback. $166K+ annual savings on a typical invoice automation pilot.
Executive Pitch Guide
A proven structure for winning sign-off: quantify the pain, show the surgical intervention, reference comparable results, state the investment, project the return.
ROI Snapshot
What a single pilot returns.
Real numbers from an AI invoice processing pilot. The playbook shows you how to model your own.
"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."
Who This Is For
Built for finance leaders under AI pressure.
Finance Managers & Directors
Find AI quick wins and build the business case to back them up.
Controllers & VPs of Finance
AI projects that satisfy audit requirements without governance headaches.
AP & AR Operations Leaders
Automate invoice processing and reconciliation workflows at scale.
Finance Transformation Teams
A structured framework to evaluate and scope AI pilot programs.
CFOs & Finance Executives
A credible, low-risk path to measurable AI ROI.
Ready to get your first AI project approved?
Download the playbook and start building your business case today.
Download the PlaybookNo form fill required.