Frequently Asked Questions

Whether you're evaluating Planful for the first time, mid-implementation, or looking to maximize your current investment, we've compiled the most common questions finance leaders ask us. Can't find what you're looking for? Reach out—we're always happy to talk through your specific situation.
frequently asked questions
We’re here to answer your questions.
We've helped hundreds of finance teams unlock Planful value—and here's where we answer the most common questions about implementations, sprints, and pricing with transparency and care.
Are you only a Planful partner?
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Yes—by design. Depth over breadth.
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Do you replace our FP&A team?
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No. We enable your team and augment where needed.
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Will you work outside North America?
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Primary focus is North America. In some cases, yes—let's discuss.
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Do you serve nonprofits?
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Yes, for larger nonprofits with complex planning needs. We specialize in organizations using Planful for multi-fund accounting, grant tracking, and board reporting
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What does a typical engagement look like?
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A typical engagement is a ~4-month implementation delivered through 7–10 day Implementation Sprints, followed by quarterly 90-day Value Sprints to keep compounding ROI.
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How soon can we start?
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Availability varies—contact us for the earliest window.
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Do you provide training?
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Yes—role-based enablement and admin coaching.
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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.
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