Jumpstart your AI transformation.
CoPlane partners with forward-looking finance organizations to reduce operational costs and unlock business agility with AI.
Agentic Automation for the Enterprise
CoPlane turns business procedures into autonomous workflows — fast.
Fast to Deploy, Easy to Operate
Finance teams can build, execute, monitor, and adapt workflows on their own — no deep technical help needed.
Connects to Your Existing Systems
Integrates seamlessly with ERPs, applications, databases and document repositories — no rip-and-replace required.
Secure and Compliant by Design
Our deployment model means data and documents never leave your trust boundary. Granular access controls, audit trails, and version management come standard.
Audit-Ready
Every workflow run, step, decision, approval, and action– including every input and output– is logged automatically and stored forever.
Delivery Model
Start small, iterate rapidly, and scale confidently.
Say goodbye to endless meetings and months-long planning cycles. Our team will take you from idea to functional demo within days — then help you get IT on board.
Identify
We'll help identify a high-impact, low-risk opportunity to automate repetitive, manual work within a process.
Implement
Within days, we'll have a production-ready solution that your team can experiment with.
Iterate
We'll show your team how to tune, extend, and scale the solution before shipping it to production.
Hands-On Enablement
CoPlane's founders and forward-deployed engineers will work hand-in-hand with finance, operations, and IT to ship immediately impactful solutions.
Rapid Value Delivery
Our mission is to create quantifiable business value as quickly as possible. We commit to making that happen in every engagement.
Build AI Fluency
Creating compounding value with AI requires building expertise within the finance org. We'll host workshops, provide resources, and be maximally supportive to get your team comfortable with AI.
Strategic Partners for AI Transformation
A platform is not enough. AI requires a mindset shift.
We can help.
"CoPlane has been a crucial partner supporting our accounts payable transformation journey. Their deep expertise in building reliable data and AI systems has helped shape our technology strategy in order to achieve our short-term objectives while building a strong foundation for the future."
Jeff Grice
Controller's Transformation Leader
Georgia-Pacific
With CoPlane, you get more than software — you get a hands-on partner with deep expertise. Our team has supported complex transformations and has built critical finance and data infrastructure.
Segment
Streaming billions of events per day to hydrate business critical systems with the data they need
Stripe
Accounting data pipelines that aggregate billions of transaction records per day
Google Cloud
Foundational data storage components that ingest exabytes of data per day
Monte Carlo
Data observability platform that monitors and alerts on data quality issues across your entire data stack
What's your AI maturity level?
Select the option that best describes your organization