Scale intelligence, not headcount.
CoPlane takes work out of your back office, converting processes into software and agent systems that put your operators at the controls.
Your team is a human API.
Pull a report from one system, rework it in a spreadsheet, chase down variances, key the result into the next. Every function has its own version.
AI is starting to help. Your sharpest operators are building skills and local apps to automate their tasks, but the keystrokes were never the expensive part. It's the routing, the reconciling, the waiting on decisions that cross systems and people.
Those agents and apps run on the operators' machines, disconnected from your systems and from each other. Your team is still the integration and coordination layer.
The work doesn't come out until the processes run as software: integrated, governed, testable and auditable.
Take the manual work out for good.
- Decouple SG&A from revenue growth.
- Reduce DSO and increase working capital.
- Maximize savings and discount capture.
- Scale volume with fewer FTEs.
- Close faster and make decisions sooner.
- Standardize operations across operating units.
"CoPlane has multiplied the impact of our internal IT and operations groups, letting us scale operations as efficiently as we scale our clinical footprint."
Turn processes into software and agent systems that improve with every run.
- Convert
- SOPs, spreadsheets and institutional knowledge get encoded as software.
- Run
- Processes execute end-to-end, at any volume and any level of complexity.
- Learn
- Every resolved exception is encoded, trending manual work toward zero.
- Iterate
- Your operators ship system updates, not change requests.
Where your processes run as software.
Built for complex, exception-heavy processes.
- Deterministic, accurate and repeatable processing.
- Inspect every run, rule, decision and action.
- Integrates with your enterprise systems.
- Manage exceptions in our control room or your systems.
- Infrastructure runs in your cloud, managed by us.
Start fast.
Fix the most costly or highest friction step first, without disrupting the broader process.
Scale faster.
Expand scope efficiently with re-usable tools, templates and integrations.
Compound over time.
More coverage means more data, more automation and fewer exceptions.
Services to get started quickly.
Self-serve platform to compound value over time.
We stand it up.
CoPlane AI strategists, domain experts and engineers embed with your team to get your first process(es) live fast.
Your team builds from there.
Then, your operators take the controls, improving live processes and standing up new ones without waiting on IT.
“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.”
Take control of your operations.
Whether you're just getting started with AI or already building prototypes with Claude Code or Codex, we’ll help you go from broken process to production-grade solution.
Talk to us