Treasury made smarter:
See, predict, and move cash with confidence

Treasury made smarter:
See, predict, and move cash with confidence

Treasury made smarter:
See, predict, and move cash with confidence

Transform your treasury operations with powerful tools that give finance teams complete visibility, control and strategic insights across your financial ecosystem

Built by an experienced team

With Palm

+
Visibility

Gain complete visibility into cash positions across all accounts

Gain complete visibility into cash positions across all accounts

+
Accuracy

Automated cash forecast with proactive weekly variance analysis

Automated cash forecast with proactive weekly variance analysis

+
Success

Customised reporting based on your needs for strategic decisions

Customised reporting based on your needs for strategic decisions

Welcome
to The Future of
Cash Management

Welcome to
The Future of
Cash Management

Welcome
to The Future of
Cash Management

Get the job done

Get the job done

We connect your data sources and provide automated forecasts
that enable you to execute informed funding recommendations and share strategic insights

We connect your data sources and provide automated forecasts that enable you to execute informed funding recommendations and share strategic insights

Seamlessly connect
your entire treasury Stack

Consolidate your treasury sources into Palm. Set proactive updates on cash positions and become the strategic business partner your business needs

Consolidate your treasury sources into Palm. Set proactive updates on cash positions and become the strategic business partner your business needs

We help Enterprises & Finance Teams to work:

We help Treasury Teams to work:

We help Enterprises & Finance Teams to work:

Why Palm

Why Palm

Palm was built from the ground up by Treasurers to unlock the latest innovations in technology for modern treasury teams

Palm was built from the ground up by Treasurers to unlock the latest innovations in technology for modern treasury teams

Old Outdated Systems

Old Outdated Systems

-

(-) Slow, manual, and prone to errors
(-) Lacks predictive capabilities
(-) Hard-to-maintain rules and manual adjustments
(-) Manual tracking and deep dives
(-) Rigid, cluttered, and difficult to customise
(-) Time-consuming, manual report distribution
(-) Manual sorting and outdated workflows
(-) Lengthy onboarding, steep learning curve

(-) Slow, manual, and prone to errors
(-) Lacks predictive capabilities
(-) Hard-to-maintain rules and manual adjustments
(-) Manual tracking and deep dives
(-) Rigid, cluttered, and difficult to customise
(-) Time-consuming, manual report distribution
(-) Manual sorting and outdated workflows
(-) Lengthy onboarding, steep learning curve

(-) Slow, manual, and prone to errors
(-) Lacks predictive capabilities
(-) Hard-to-maintain rules and manual adjustments
(-) Manual tracking and deep dives
(-) Rigid, cluttered, and difficult to customise
(-) Time-consuming, manual report distribution
(-) Manual sorting and outdated workflows
(-) Lengthy onboarding, steep learning curve

Palm

Palm

+

(+) Out-of-the-box cash forecasts
(+) Trend and seasonality detection
(+) AI Contextual Categorisation
(+) Uncover variances in a single click
(+) Tailor-made dashboards
(+) Insightful and efficient embedded reporting
(+) Auto-categorise transactions
(+) No in-house tech resources needed

Smart

Smart

Leverage AI and automation to eliminate manual work and enhance decision-making

Leverage AI and automation to eliminate manual work and enhance decision-making

Rules & Hassle-Free Categorisation

Contextual AI Categorisation

Contextual AI Categorisation

Palm leverages machine learning to transform tagging and reconciliation of bank transactions from a manual burden into an intelligent process

Confidence in Every Forecast

Auto-Forecasting

Auto-Forecasting

Understand future flows, and proactively plan cash requirements utilising statistical, machine learning models

+Speed

+Speed

Generate accurate forecasts instantly—no more waiting

+Precision

+Precision

AI-powered forecasting you can trust from day one

+Flexibility

+Flexibility

Adjust and refine forecasts as your business evolves

Efficiently

Efficiently

Streamline workflows, reduce complexity, and save valuable time

Streamline workflows, reduce complexity, and save valuable time

Unify your treasury, eliminate silos

All Sources in one Intuitive Platform

All Sources in one Intuitive Platform

Consolidate all your treasury sources into Palm for a seamless cash management operation. Banks, TMS, Spreadsheets, you name it.

Consolidate all your treasury sources into Palm for a seamless cash management operation. Banks, TMS, Spreadsheets, you name it.

Make your cash work for you,
not against you

Make your cash work for you, not against you

Bye, bye idle cash

Bye, bye idle cash

Identify the optimal cash balances needed to run operations and leverage the residual cash to invest or pay down debt

Identify the optimal cash balances needed to run operations and leverage the residual cash to invest or pay down debt

+Visibility

+Visibility

See your entire cash position at a glance, in real time

+Automation

+Automation

Eliminate manual tracking with AI-driven updates

+Confidence

+Confidence

Reliable funding recommendations, no shortfalls

Reliable funding recommendations, no shortfalls

Reliable funding recommendations, no shortfalls

Strategically

Strategically

Gain real-time insights to make proactive, high-impact decisions

Gain real-time insights to make proactive, high-impact decisions

Farewell to overdrafts
& funding crunches

Farewell to overdrafts & funding crunches

Proactive
Positioning

Proactive Positioning

Make funding decisions quicker, with machine generated cash management recommendations

Let the numbers drive decisions

Smart
Reporting

Smart Reporting

Design custom dashboards to speed up your reporting cycle

Design custom dashboards to speed up your reporting cycle

+Insights

+Insights

Get the key takeaways without digging through data

+Alignment

+Alignment

Keep teams on the same page with real-time reports

Keep teams on the same page with real-time reports

+Productivity

+Productivity

Automate reports and focus on strategy, not spreadsheets

Automate reports and focus on strategy, not spreadsheets

Your Questions,
Answered.

+

If you can't find what you need, reach out to us, and we'll get back to you promptly

How does Palm generate a cash flow forecast?

What data does Palm use to forecast cash?

How accurate is Palm's cash forecasting tool?

How is AI used at Palm?

How long does it take to onboard with Palm?

How does Palm generate a cash flow forecast?

What data does Palm use to forecast cash?

How accurate is Palm's cash forecasting tool?

How is AI used at Palm?

How long does it take to onboard with Palm?

How does Palm generate a cash flow forecast?

What data does Palm use to forecast cash?

How accurate is Palm's cash forecasting tool?

How is AI used at Palm?

How long does it take to onboard with Palm?

Latest Guide

Latest Guide

Get the guide

A tangible manual for finance teams eager to adopt innovative technology and elevate their processes in 2025

Get Started
With Palm

Get Starded With Palm

Get Started
With Palm

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© Copyright 2025, All Rights Reserved by Palm Technologies Limited

stay in the loop — Subscribe Now!

© Copyright 2025, All Rights Reserved by Palm Technologies Limited

stay in the loop — Subscribe Now!

© Copyright 2025, All Rights Reserved by Palm Technologies Limited