As a treasurer, you know the drill - reporting cycles slowed down by manual processes, endless hours spent on data validation, and complex reconciliations. But is this the best use of your team’s time? At Palm, we believe treasury teams should spend less time justifying past performance and more time shaping the future. That’s exactly what we’re building toward - tools that reduce friction in your reporting workflows, leaving room for strategic impact and innovation.

Treasury Reporting Evolved:
Always Updated, Data-Driven, and Proactive

What if you didn’t have to wait for the formal reporting cycle to surface critical insights? Imagine having an always-updated view of your cash flows and key metrics, allowing you to respond to liquidity needs, FX exposures, and unexpected cash flow deviations as they happen. Instead of simply reacting, you’d be able to proactively mitigate risks early and report on the steps you’ve taken - showcasing your ability to stay ahead of potential issues as well as your strategic impact.

Enabling Stakeholders with Rich Context

Stakeholders, whether it's your CFO, management teams, or colleagues across your organization, need more than just numbers. They rely on the context you provide to make quick, confident decisions. We know it is essential for you to consistently deliver that context, reducing the need for follow-ups and ensuring key decisions are based on timely, reliable insights. Palm’s solutions make it easy to share insights and reports across teams, enabling seamless collaboration and empowering you to provide stakeholders with the clarity they need.

Automating Low-Value Tasks to Focus on What Matters

By reducing time spent on manual tasks like data collection or adjusting transaction categories, you gain time to focus on higher-value activities. This shift moves you beyond explaining past performance, allowing more time for deeper analysis and collaboration with other teams. Our goal is to relieve you of these burdens and provide continuously refreshed data, so you can focus on the insights that drive business growth.

Freeing Up Time for Strategic Decisions

We want to enable treasury teams to focus on impactful, strategic decisions rather than manual, tedious tasks. By automating or significantly simplifying tasks such as categorization of transactions, data collection and variance analysis, we empower you to reclaim time for what truly matters for your organization - whether it’s optimizing liquidity, managing FX exposures, or planning future investments. With continuous insights available at your fingertips, and an intuitive, modern interface with a familiar, yet modern, user experience, you’ll always be ready to make informed, data-driven decisions when they matter most.

Our Approach:
Building Innovation with Customers at the Center

At Palm, we don’t just ship features - we collaborate closely with treasury teams to deeply understand their day-to-day challenges. Our goal is to create outcomes that solve real-world pain points and free up time for high-impact tasks. By working directly with treasurers, we gain critical insights into their needs, allowing us to build tools that streamline workflows, reduce manual effort, and improve decision-making.

Adding Value, Not Complexity

Why spend time manually categorizing transactions or updating data when technology can do it for you? At Palm, we combine the power of automation with intelligent tools like AI and ML where it makes the most impact and without losing sight of the power of simplicity. By figuring out better ways to deal with time-consuming processes and adding smart insights where they truly matter, we enable you to shift your attention and energy to the work that matters most.

Listen More, Talk Less

We build by listening to the people who will actually use the product. Through regular feedback sessions and deep-dives with treasury teams, we continuously refine our product to solve real problems and deliver valuable outcomes - whether it’s improving cash flow reporting or simplifying FX risk mitigation. Our collaborative approach ensures every feature we release addresses specific, identified needs for the modern treasurer.

The Next Frontier:
Innovation in Treasury Reporting

Treasury reporting is evolving from reactive to proactive, and Palm is at the forefront of this transformation. Here’s how we’re leading the way:

Up-to-date Variance Detection

No more waiting for reporting cycles to catch discrepancies. With automated and up-to-date variances, treasury teams can adjust strategies as soon as discrepancies appear, whether it’s reallocating cash to cover unexpected needs or responding to FX movements.

Continuous Monitoring of Key Financial Metrics

Reporting shouldn’t be a static snapshot—it should be dynamic. We’re building continuous monitoring capabilities, allowing you to track key metrics like cash flow, liquidity, and currency exposures as they evolve. You’ll always be prepared to act, whether mitigating risks or seizing new opportunities.

Actionable Insights for Faster Decision-Making

Treasurers need more than just data—they need insights that can be quickly translated into action. Palm’s tools are designed to surface actionable insights from your reporting, helping you move beyond simply tracking numbers to understanding the drivers behind them. With deeper analysis at your fingertips, you can provide your stakeholders with the clarity they need to make informed decisions without delays.

At Palm, we’re not just solving today’s challenges - we’re shaping the future of treasury reporting. Our goal is to provide the tools you need to stay ahead, spending less time explaining the past, and more time shaping the future.

Want to learn more? – Book a demo with the Palm team today to see how your treasury team could benefit from embedded reporting.