CoPlane Raises $14 Million Seed Round to Modernize Back-Office Operations with AI-Native Platform
CoPlane, a San Francisco-based enterprise software startup building an AI-native operations layer to modernize legacy back-office systems, has raised $14 million in a seed funding round to accelerate development of its platform that automates complex enterprise processes such as invoice exception handling, sales order entry and other high-friction workflows. The financing marks a major milestone for the company less than two years after its founding and highlights growing investor interest in tools that bring AI automation to traditional enterprise environments.
The seed round was led by Ribbit Capital, a Silicon Valley-based venture capital firm known for backing innovative fintech and enterprise technology companies, and drew participation from strategic investors including Stripe, the global payments infrastructure company; Optum Ventures, the venture investment arm of UnitedHealth Group with deep expertise in healthcare and technology; and Terrain, a firm focused on early-stage enterprise software startups. The mix of investors reflects confidence in CoPlane’s mission to transform back-office operations across industries that have historically relied on rigid, decades-old ERP systems.
Founded in 2024 by CEO Chris Sperandio, along with co-founders Scott and Victor, CoPlane is targeting essential enterprises in sectors such as healthcare services, manufacturing, financial services and technology that still depend heavily on manual processes and legacy software to manage core functions like finance, procurement and supply chain operations. Sperandio previously held product leadership roles at companies including Stripe and Segment, and his firsthand experience with the limitations of traditional enterprise systems helped shape CoPlane’s strategy to build a modern, AI-first platform that overlays existing infrastructure rather than requiring costly full system replacements.
CoPlane’s flagship platform blends AI agents with deterministic business rules and human oversight to automate workflows while maintaining governance, auditability and control. By sitting atop existing ERP systems such as SAP, Workday and Coupa, CoPlane enables enterprises to consolidate disparate back-office functions into a unified control plane that can execute complex tasks autonomously, surface exceptions for human review when necessary and provide real-time visibility into operational processes. Early customer deployments suggest the platform can dramatically reduce hours spent on repetitive tasks and accelerate operational efficiency.
The seed funding will be used to expand CoPlane’s product development efforts, deepen enterprise integrations and scale commercial operations as the company partners with organizations looking to modernize inefficient back-office systems. CoPlane’s approach differs from traditional enterprise software migrations by enabling customers to retain full control of their data within their own cloud environments while automating work that previously required extensive manual effort or expensive consulting engagements.
Investors backing the seed round pointed to the persistence of inefficiencies in enterprise operations as a key reason for CoPlane’s appeal. Many large organizations still operate with general and administrative spending levels that have not meaningfully improved in decades, and legacy ERP systems are often seen as complex, costly and difficult to adapt as business needs evolve. By offering an AI-native layer that can automate core workflows without replacing existing systems, CoPlane aims to help enterprises reduce operational cost, improve agility and unlock productivity that has traditionally been locked behind manual processes.
Early adopters using CoPlane’s platform include organizations across industrials, healthcare services and late-stage technology sectors. Users report that the company’s technology can deploy functional systems in days rather than the years typically associated with traditional ERP overhauls, bringing automation to high-friction use cases like purchase order processing, reconciliation and reporting. These early successes are helping validate the company’s product strategy and build momentum as it scales.
While detailed financial terms beyond the $14 million seed total were not disclosed publicly, the round stands out for its size in the current venture funding climate and underscores investor confidence in CoPlane’s leadership and product vision. The participation of both venture and strategic investors such as Stripe and Optum Ventures also highlights the cross-industry relevance of CoPlane’s platform.
CoPlane’s investors anticipate that its AI-native approach will appeal to a broad range of enterprises seeking to bring modern automation to traditional back-office functions without the disruption and expense of rip-and-replace software cycles. By combining AI agents, deterministic rule sets and governance controls in a single operations layer, CoPlane aims to deliver the agility and efficiency of modern tech companies to large, essential enterprises operating in highly regulated and complex environments.
The successful closing of the $14 million seed round positions CoPlane for its next phase of growth, with plans to deepen enterprise partnerships, expand its customer base and evolve its platform to meet the needs of complex operational workflows across industries where back-office modernization remains a pressing challenge.
