The AI intelligence layer for treasury
TRUSTED BY
Palm sits on top of your TMS / ERP, unifying visibility, strengthening forecasts, and identifying idle cash for smarter investments.
DISCOVER PALM
The treasury platform that starts where your TMS stops
For teams that have outgrown their existing treasury tool stack.
Contextual AI Categorisation
Palm leverages machine learning to transform tagging and reconciliation of bank transactions from a manual burden into an intelligent process
Auto Forecasting
Less idle cash, more investments
DISCOVER PALM
The treasury platform that starts where your TMS stops
For teams that have outgrown their existing treasury tool stack.
Contextual AI Categorisation
Palm leverages machine learning to transform tagging and reconciliation of bank transactions from a manual burden into an intelligent process
Auto Forecasting
Less idle cash, more investments
DISCOVER PALM
The treasury platform that starts where your TMS stops
For teams that have outgrown their existing treasury tool stack.
Contextual AI Categorisation
Palm leverages machine learning to transform tagging and reconciliation of bank transactions from a manual burden into an intelligent process
Auto Forecasting
Less idle cash, more investments
DISCOVER PALM
The treasury platform that starts where your TMS stops
For teams that have outgrown their existing treasury tool stack.
Contextual AI Categorisation
Palm leverages machine learning to transform tagging and reconciliation of bank transactions from a manual burden into an intelligent process
Auto Forecasting
Less idle cash, more investments
“As a Treasurer, you're very used to answering the "do we have enough cash?" question. It's been amazing to be able to add the "are we investing enough?" question to our daily cash management routine. Transparency wasn't enough - we needed clarity to change the way we think about our cash, and Palm has definitely enabled that.”
— Lucia Galán Cáceres, Head of Treasury, ON
AI CASH FORECASTING
AI CASH FORECASTING
Palm combines your ERP data, bank transactions, and 25+ AI models to generate cash forecasts automatically.
See exactly what's driving every number and cut variance by over 60%.
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LIQUIDITY POSITIONING
LIQUIDITY POSITIONING
View cash by entity, currency, region, or pool. Detect accounts approaching thresholds. Separate free from restricted cash.
Identify excess liquidity for investment or debt repayment; all from a single dashboard built for treasury teams that have outgrown their current tools.
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REPORTING
REPORTING
Build and manage your own dashboards; no support tickets required.
Tailor reports for any audience; from detailed finance-ready packages to executive summaries. Save as PDFs or set up schedule emails with custom titles and descriptions.
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“As a Treasurer, you're very used to answering the "do we have enough cash?" question. It's been amazing to be able to add the "are we investing enough?" question to our daily cash management routine. Transparency wasn't enough - we needed clarity to change the way we think about our cash, and Palm has definitely enabled that.”
— Lucia Galán Cáceres, Head of Treasury, ON
READ CASE STUDY ON HOW 'ON' UNLOCKED $350M IN IDLE CASH
CASE STUDIES
Real stories, real success
Explore how Palm helps teams move faster, think smarter, and achieve more
CASE STUDIES
Real stories, real success
Explore how Palm helps teams move faster, think smarter, and achieve more
CASE STUDIES
Real stories, real success
Explore how Palm helps teams move faster, think smarter, and achieve more
“Whether you’re head of finance or handling collections, Palm is intuitive, fast, and smart. It just works.”
“Palm’s user experience makes it accessible for everyone in finance—and the teams connected to it. Everyone who depends on treasury should be in the platform. That’s how collaboration gets faster, easier, and more aligned.”
“Palm captures patterns that are hard to track manually. It’s like having a second brain checking my work.”
Faqs
Frequently asked questions
Find answers to your questions
Still have questions?
We're here to help you!
How does Palm's AI forecast differ from what my TMS already does?
What data does Palm use to forecast cash?
How accurate is Palm's cash forecasting tool?
Can we still make manual adjustments to the AI forecast?
How long does it take to onboard with Palm?
How does cash forecast scenario planning work?
Does Palm replace my TMS?
What ERP and data source integrations does Palm support for forecasting?
Faqs
Frequently asked questions
Find answers to your questions
Still have questions?
We're here to help you!
How does Palm's AI forecast differ from what my TMS already does?
What data does Palm use to forecast cash?
How accurate is Palm's cash forecasting tool?
Can we still make manual adjustments to the AI forecast?
How long does it take to onboard with Palm?
How does cash forecast scenario planning work?
Does Palm replace my TMS?
What ERP and data source integrations does Palm support for forecasting?
Faqs
Frequently asked questions
Find answers to your questions
Still have questions?
We're here to help you!
How does Palm's AI forecast differ from what my TMS already does?
What data does Palm use to forecast cash?
How accurate is Palm's cash forecasting tool?
Can we still make manual adjustments to the AI forecast?
How long does it take to onboard with Palm?
How does cash forecast scenario planning work?
Does Palm replace my TMS?
What ERP and data source integrations does Palm support for forecasting?
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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