The intelligent operations layerfor the enterprise
Turn your policies, data, and human expertise into
agentic workflows—with full control, audit, and reliability.
The efficiency of AI.
The precision of code.
And the expertise of your team.
CoPlane blends agents, deterministic rules, and context-rich human approvals into one enterprise-grade system for the enterprise. CoPlane automates core finance and operations processes, including Accounts Payable, Accounts Receivable, Procurement, and Financial Operations.
Teams can automate invoice processing, exception handling, reconciliation, and reporting—integrating seamlessly with systems like SAP, Workday, and Coupa.
- Agents execute data extraction, classification, and reasoning; call tools; and generate artifacts.
- Rules encode policies, guardrails, and approvals as deterministic logic.
- Human steps deliver just-in-time UIs for exceptions and decisions.
CoPlane is enterprise-ready with end-to-end auditability, fault-tolerant execution, and deployment inside your trust boundary (your cloud, your LLM).
Govern
Establish secure connections between people, data, and systems; so teams start with confidence and compliance built in.
Build
Design and test automated workflows in minutes, combining agents, rules, and human steps without breaking governance.
Operate
Run, monitor, and adjust processes in real time, with full visibility into every action and result.
Enterprise ready by design: Deploy agents with the security, auditability, and reliability your business demands.
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.
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.
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.
You can't one-shot finance transformation. CoPlane allows teams to start small, iterate fast, and compound value over time. Start with an agent in the chaos. Use your historical decisions as your evaluation criteria. Apply feedback, iterate, add guardrails and watch it self-assemble into a workflow. Then connect the rest of the business.
Start Small
Don't over-engineer. Give an agent your SOP, tools, and let it work. It learns the contours of your messy, real-world data faster than any consultant.
Iterate Fast
Two-way match? Make it three. Sampling? Connect every line item. As the workflow self-assembles, you turn the chaos into mere complexity. Build the process you actually need.
Scale Confidently.
Expand link by link. Connect the EDI mailbox. Orchestrate adaptive keystrokes in your AS/400. Reconcile revenue. Apply cash. Turn your static back office into an adaptive, agentic engine.