Dedicated FP&A partners who turn your Planful investment into long-term value.
Book a value consultation
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
why choose top down cpm?
Purpose-built for Planful. Built for Finance.
At Top Down CPM, we believe that Financial Planning & Analysis (FP&A) should be more than a compliance exercise — it should be a strategic advantage. Companies today face increasingly complex financial environments, from volatile markets to demanding board expectations. That’s why we focus exclusively on Planful, the leading FP&A platform, and on Adra for close management. By aligning people, processes, and technology, we help organizations turn their planning and reporting tools into engines of agility, insight, and growth. Whether you’re just beginning your Planful journey or you’re looking to maximize ROI on an existing system, our team of finance-first consultants ensures every implementation and optimization sprint leads to measurable value.
Collaboration
Work in sync without working harder. Prospect keeps teams connected with real-time updates, shared context, and zero duplicated effort.
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
Built-in Security
Enterprise-grade protection, without the overhead. Prospect encrypts your data end-to-end and handles compliance quietly in the background.
Flexiblity
Built to move with you, not against you. Prospect scales smoothly across workflows, roles, and evolving business needs—no clunky handoffs.
Real-time data and insight.
Name
Amount
Date
Lana Hall
$84,000
10th June 2025
Francesca Swift
$12,506
8th June 2025
Jacob Rowland
$6,630
13th May 2025
Sophia Martinez
$8,250
15th June 2025
Liam Johnson
$7,400
22nd July 2025
75%
Reduction in reporting time.
Teams using Prospect automate the busywork and stay focused on what drives results.
230k
Live records updated daily
From fast-moving startups to growing teams, Prospect handles scale without slowing down.
“Switching to Prospect was easy.”
Granular permissions without the complexity. Prospect gives you total visibility into who sees what.
Whether you’re pitching, planning, or presenting, Prospect keeps your numbers sharp and your story clear. Everything’s accurate, synced, and ready when you are.
Prospect distills raw data into clean, visual summaries that actually make sense. No more spreadsheets, no more guesswork—just meaningful, real-time intelligence.
Clear answers, no fluff. We’ve designed Prospect to feel intuitive from day one—but here’s where we answer the most common questions with clarity and care.
Can I use Prospect with my current tools?
Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else.
Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.
Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.
The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.
Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.
Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.
Does Prospect support teams in different time zones?
Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.
Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.
.jpg)
