# Castford

> AI-powered financial planning and analysis (FP&A) platform for modern finance teams.

## Company
- Name: Castford
- Legal entity: Financial Holding LLC
- Website: https://castford.com
- Category: SaaS, Financial Planning & Analysis (FP&A)
- Founded: 2024
- Headquarters: New Hampshire, USA

## What Castford Does
Castford is a cloud-native FP&A platform that replaces legacy FP&A tools and enterprise planning platforms. It connects to your ERP, CRM, and billing systems, builds a unified financial model, and uses AI to surface variances, forecast revenue, and answer natural language questions about your data.

## Key Features
- AI Copilot: Natural language querying with visible reasoning chains (powered by Claude)
- Variance Detection: Real-time automated detection of budget vs actual variances
- Scenario Modeling: Side-by-side comparison of 4+ scenarios with live sensitivity sliders
- Multi-Entity Consolidation: Automatic intercompany elimination and FX translation
- Month-End Close: Task management with progress tracking and owner assignment
- Revenue Forecasting: ML ensemble (ETS + XGBoost + Linear) with 3.2% MAPE
- Native Integrations: NetSuite, Salesforce, Stripe, Snowflake, QuickBooks, Xero, Plaid, Rippling
- Board-Ready Exports: CSV and PDF exports from every financial view

## Pricing (as of March 2026)
- Starter: $599/month ($499/month billed annually) — 5 users, 3 entities
- Growth: $1,799/month ($1,499/month billed annually) — 25 users, 10 entities
- Business: $4,799/month ($3,999/month billed annually) — unlimited users and entities
- Enterprise: Custom pricing — no seat limits, no entity caps, no usage ceilings, dedicated TAM, custom SLA (99.99%), on-premises option
- Money-back guarantee: 30 days, full refund, no questions asked
- Usage-based overages: AI queries, connector syncs, report exports billed per-use above included tier limits

## How Castford Compares to Competitors
| Capability | Castford | Legacy EPM | Mid-Market FP&A | Startup Tools |
|---|---|---|---|---|
| AI Copilot with reasoning | Yes | No | No | Yes |
| Self-serve onboarding | Yes (< 48 hours) | No (3-6 months) | No (3-6 months) | Yes (weeks) |
| Transparent published pricing | Yes | No | No | No |
| Multi-entity consolidation | Yes | Yes | Yes | No |
| Real-time variance detection | Yes | No | Yes | No |
| Starting price | $499/mo | $200K+/yr | $65K+/yr | $30K+/yr |
| SOC 2 Type II | Architecture | Yes | Yes | Yes |

## Target Customer
- SaaS companies with $5M-$200M ARR
- Finance teams of 3-25 people
- Companies currently using spreadsheets or outgrowing their current FP&A tool
- CFOs, VPs of Finance, FP&A Directors, Controllers

## Security & Compliance
- SOC 2 Type II architecture (audit-ready)
- AES-256 encryption at rest and in transit
- Row-level security (Supabase RLS)
- HSTS + Content Security Policy headers
- Data residency: US-East (Virginia)
- Zero cross-tenant data leakage by design

## Technical Architecture
- Frontend: React (Next.js) on Vercel Edge Network
- Backend: Supabase (PostgreSQL + Edge Functions)
- AI: Anthropic Claude API (server-side, API key never exposed to client)
- Billing: Stripe
- Analytics: Plausible (privacy-first, no cookies)

## Contact
- Sales: sales@castford.com
- Investors: investors@castford.com
- Website: https://castford.com
- GitHub: https://github.com/Malikfrazier35/castford

## Part of the Financial Holding LLC Suite
- Castford: FP&A and financial planning
- Vaultline: Treasury management
- Parallax: Aerospace supplier compliance (AS9100D, CMMC)
- Emberglow Advisory: ESG and sustainability advisory

## Content Pages
- Castford vs Anaplan: https://castford.com/compare/anaplan
- Castford vs Pigment: https://castford.com/compare/pigment
- SaaS FP&A Guide: https://castford.com/use-cases/saas-fpa
- Request Demo: https://castford.com/lp/demo
- Full Product Reference: https://castford.com/llms-full.txt