Extended Planning & Analysis

One Plan. Every Department.

Break down planning silos with Castford xP&A. Finance, Operations, Revenue, Workforce, Marketing, IT, and Supply Chain — connected in a single AI-powered planning model.

See xP&A in Action See How It Works
Finance Core Model Revenue Workforce Ops Marketing IT Supply
Department Planning Modules

Tailored for Every Team

Unlike legacy planning tools with siloed department tabs — but with AI-native cross-planning that connects them all bidirectionally in real time.

Financial Planning & Analysis

The core engine. Revenue forecasting, expense management, cash flow modeling, and multi-entity consolidation — all powered by AI that learns from your historical patterns.
High
Forecast Accuracy
Faster
Month-End Close
Scalable
Platform Growth
Strong
Unit Economics
CASTFORD
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Revenue
$4.2M
COGS
$643K
OpEx
$1.98M
EBITDA
$1.58M
Cash Flow
$2.1M

Operations Planning

Capacity planning, production scheduling, and operational efficiency modeling. Connect operational metrics directly to financial outcomes in real time.
99.9%
Uptime SLA
14 Days
Avg Implementation
3.2x
Throughput Gain
-40%
Waste Reduction
CASTFORD
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Capacity
78%
Utilization
85%
Quality
96.2%
Lead Time
4.2d

Revenue Operations

Pipeline forecasting, win-rate modeling, churn prediction, and expansion revenue planning. Connect CRM data directly to financial plans.
118%
Net Dollar Retention
0.8x
Burn Multiple
42%
Win Rate
$18K
Avg ACV
CASTFORD
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New ARR
$1.8M
Expansion
$920K
Churn Risk
2.1%
Pipeline
$6.4M

Workforce Planning

Headcount planning, compensation modeling, and org design. See the financial impact of every hire before you make it.
247
Planned Headcount
$182K
Avg Fully-Loaded
$198K
Rev per Employee
32 Days
Avg Time-to-Fill
CASTFORD
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Engineering
98 FTE
Sales
62 FTE
G&A
42 FTE
Open Roles
28

Marketing Planning

Campaign ROI modeling, budget allocation optimization, and demand gen forecasting. Tie every marketing dollar to pipeline and revenue outcomes.
$42
Cost per MQL
5.2x
Campaign ROI
18%
MQL → SQL Rate
$1.2M
Quarterly Budget
CASTFORD
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Paid Search
$380K
Content
$260K
Events
$180K
Social
$120K

IT & Infrastructure Planning

Cloud spend optimization, vendor contract management, and technology roadmap planning. Model infrastructure costs against growth projections.
$420K
Monthly Cloud Spend
-22%
Cost Optimization
47
SaaS Vendors
$8.2K
Cost per Employee
CASTFORD
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AWS
$260K
SaaS Stack
$188K
Security
$92K
DevOps
$76K

Supply Chain Planning

Demand forecasting, inventory optimization, and supplier cost modeling. Connect procurement decisions to P&L impact automatically.
98.4%
Fill Rate
12 Days
Avg Lead Time
-18%
Carrying Cost ↓
$2.4M
Quarterly Procurement
CASTFORD
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Inventory
$4.8M
In Transit
$1.2M
Backorder
$180K
Forecast Acc.
91.3%
How It Works

From Silos to Synergy in 5 Steps

Our xP&A engine connects departmental plans bidirectionally so changes propagate instantly across the entire planning model.

Connect

Link your ERP, CRM, HRIS, and all data sources via 200+ pre-built connectors

Model

AI auto-builds your planning model with department-specific templates

Link

xP&A engine creates bidirectional connections between department plans

Simulate

Run what-if scenarios across departments — see P&L impact in real time

Decide

AI-generated insights and confidence intervals help you act, not just analyze

The Transformation

Before & After xP&A

What changes when every department plan is connected to the same financial model.

Without xP&A
  • Departmental plans in separate spreadsheets
  • Finance manually consolidates every cycle
  • Headcount changes take 2 weeks to flow to P&L
  • Revenue team and finance disagree on forecast
  • 15-day month-end close
  • "What changed?" meetings every Monday
→
With Castford xP&A
  • Single connected model — all departments, one source
  • Auto-consolidation in real time as data flows in
  • Headcount → P&L impact visible instantly
  • One forecast, one truth — AI reconciles inputs
  • 3-day month-end close (5x faster)
  • AI alerts when something changes — no meetings needed

Ready to break down planning silos?

See how xP&A connects your entire organization in a single planning model. 30-minute demo with your own data.

Request xP&A Demo See Pricing