What it sells
AI-native software that adds automation to ERPs
Business model breakdown
Buyer: who owns the budget?
UnverifiedFinance and back-office leaders; CEO of OI Infusion Services quoted as a customer.
Trigger: what makes them buy now?
A process where delays, manual effort or errors carry a real cost (the site tells buyers to start by picking one such process).
Workflow: what inputs become what output?
For invoices: validate details against supplier records, match purchase orders, receipts and pricing, route exceptions to the right approver with evidence, then post approved results to the accounting system. Same platform handles orders and reconciliation.
Economics: what it saves and how it charges
Value claims: 90% reduction in monthly revenue reconciliation cycle time (healthcare provider), $228k annual savings from retiring a vendor data pipeline (national car wash chain), 95% of batched partner payments auto-matched (media/tech conglomerate).
Distribution: how it reaches customers
Services-led: finance specialists and engineers map the process, connect systems and set permissions with the customer, starting with one process then expanding; "Get CoPlane" contact CTA.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2025-11-25 | — | $14M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.