Take manual work out of your back office without adding risk
Guides and demos for CFOs, controllers and operations leaders automating AP, close, purchasing and inventory.
Featured
Is this a use case for AI? A simple framework to answer that yourself.
Assessment
Which back office processes are worth automating?
Take a 5-minute assessment to gauge which of your processes are ready for AI.
Demos
Real customer processes running on CoPlane.
Purchase order intake and processing
Subcontractor invoice processing
Guides
Guides for finance leaders
The CFO playbook
The hidden cost of exceptions
Automation handles the easy 80%. The exceptions it leaves behind quietly drive your labor, audit and close costs. Here’s how to see that cost and shrink it.
Read the playbookAP guide
Automate AP without replacing the ERP
Price mismatches, invoice exceptions, stale POs. See how manufacturers and distributors automate the messy parts of AP and keep their ERP.
Read the guideAI approval playbook
The finance leader’s AI approval playbook
Identify, scope and fund your first AI project with controls built in.
Read the playbookLatest product release
Perspectives
Featured perspectives
CoPlane Actions: The Front Door to the Back Office
Integrated, controlled, automated. Pick three.
How to connect AI chat tools to your ERP and other back-office systems (without losing control)
How to securely connect ChatGPT, Claude or Copilot to the systems your back office runs on, such as your ERP, CRM, HRIS and bank.
When 90% Isn't Good Enough: The Hidden Cost of Out-of-the-Box AP Automation
Out-of-the-box AP automation tools cover 80-90% of invoices out of the gate, then hand the hardest, most expensive 10% back to your team. Here is what that gap actually costs, and how to close it.
