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Planful Implementation
Design, build, and enablement for Planning, Reporting, and Consolidation.
optimization
Sprints & Optimization
Quarterly arcs to continually unlock capability and ROI.
specialists
Adra Close Management
Balance, reconcile, and close with confidence
FINANCE-FIRST
Finance experts,
for finance teams
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Explore Our Approach
Designed by CFOs, controllers, and FP&A leaders who've lived your challenges.
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Meet the finance practitioners behind your plan.
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Industries We Serve
Manufacturing, Retail/CPG, Tech, Medical Devices, and more.
Our Approach
Finance-first, Planful-dedicated, value-driven.
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Hear directly from Top Down CPM Clients
OUR TEAM
Real finance experience. Deep platform mastery.
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Meet Our Team
Finance leaders specializing in Planful implentation
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Customers
Trusted by hundreds of finance teams across North America.
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Real outcomes from real engagements.
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Your questions about implementations, sprints, and pricing—answered.
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Performance
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Real outcomes from organizations that transformed their FP&A with Planful.
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Integrations
Insurance | Financial & Corp Services
If your company is exploring a Planful implementation partner, let's talk and see if we can help you reach your goals.
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Non-Profit
Software & Technology
Pharma | BioTech | Medical
Oil | Energy | Utilities
Manufacturing
Insurance | Financial & Corp Services
Food & Beverage | Entertainment
Consumer Goods & Services
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At-Bay
Cyber insurance and security platform combining coverage with proactive threat prevention for modern businesses.
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Insurance | Financial & Corp Services
CATIC
Title insurance underwriter serving real estate professionals across 21 states with over 50 years of experience.
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Insurance | Financial & Corp Services
Cobalt Benefits Group
Full-service third-party administrator specializing in self-funded employee benefit plans for over 30 years.
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Insurance | Financial & Corp Services
Core Industrial Partners
Private equity firm investing exclusively in lower middle-market manufacturing and industrial businesses across North America.
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Insurance | Financial & Corp Services
Ems Management & Consultants
Largest billing services provider focused exclusively on emergency medical services in the United States.
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Insurance | Financial & Corp Services
Marygold Companies
Publicly-traded global holding company investing in diverse sectors including financial services, food products, and beauty.
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Insurance | Financial & Corp Services
Solv Holdings
Holding company operating diversified businesses in logistics, transportation services, and related industrial sectors.
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Insurance | Financial & Corp Services
Turbine Engine Specialists
Business aviation field service organization providing engine and APU MRO services for Honeywell and GE systems.
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Insurance | Financial & Corp Services