Customer success

Customer Success,
from the Top down.

Top Down CPM helps finance teams unlock real value.

We've partnered with leading organizations across industries

AbilityFirst logo
Ag Solution logo
Arc Boat Company logo
At Bay
Aura Biosciences
Believer Meats Screenshot
CATIC Screenshot
Cobalt Benefits
CORE
Logo of featured brand that works with Nimbus Library
Embark Behavorial Health
EMS MC
FlorenceTM RGB Main 01 logo
FranConnect logo
General Converting Inc logo
GLOO
Haivision
Highland Fleets
ILIA Screenshot
Iradimed
Jones Hamilton logo
Koru logo
Liberty Furniture Industries logo
LA Food Bank
MarygoldCo logo
Miners Screenshot
Mission Healthcare logo
Northern Wholesale logo
QED Screenshot
Skillable
SmartShift logo
SOLV
SRP Screenshot
Team Rubicon Screenshot
Tersera logo
TES logo
Twin City Foods
Usa Football Body logo
Vulcan Metals Screenshot
Yaya2
IRadimed 3880 At MRI Bore
Iradimed
"Working with Top Down has been a great experience, and a big part of that is thanks to our Solution Architect. He made our implementation a breeze. He quickly understood the nuances of our business and what we were trying to accomplish and was always willing to roll up his sleeves when we were in a bind. Because of the support we got from Top Down, we were able to complete the entire implementation with just one dedicated FTE on our side. That saved us a ton of time and effort—and we even wrapped up ahead of schedule and under budget. Really appreciate the partnership!"
Ivan Cruz
Director of Finance
Building Planful the Right Way—From Day One logo
Building Planful the Right Way—From Day One
Self-sufficient Planful usage with faster reporting and forecasting.
Read their story
Read their story
Ilia Beauty logo
Having a dedicated point person for both high-level guidance and deep-dive Planful questions meant we could configure Planful to address our specific business structure. Top Down CPM built out all the initial infrastructure within Planful using best practices tailored to our specific business structure. This helped us spend less time on getting Planful up and running and more time on using the finished product for reporting and forecasting. They did an excellent job guiding us through important features, empowering our small finance department to become self-sufficient, and reducing our future reliance on outside consultants. Even as a seasoned Planful user, they helped me discover new, more efficient ways to build out our monthly reporting and planning workflows.
Andrew Cole
FP&A Manager
Arc Sport Sunrise
Turning Planful Into a Time-Saving Engine for Finance
Automated reporting that saves hours each month and adapts as the business evolves.
Read their story
Read their story
Arc Boat Company
"Working with the Top Down team has been a great partnership! Our dedicated Solution Architect made this implementation a seamless experience. He provided a clear timeline and focused on the Planful features that would deliver immediate value to our team. The automated reporting capabilities he helped us implement, including multiple views of our financial statements and custom templates for forecasting, reporting, and journal entries, have saved us hours each month. Our Solution Architect’s ongoing post-implementation support continues to be invaluable as our needs evolve, and his expertise has made working with the platform both effective and enjoyable."
Kassey Santos
Plant Controller

Built for Lasting
FP&A Value.

Top Down CPM brings specialized Planful knowledge, finance-first thinking, and a proven methodology to every engagement—delivering value from day one through ongoing optimization.