Palm is an AI powered treasury management system that automates how enterprise teams view, manage, and report cash - automatically
Built by an experienced team from
Leading
the Way
From API connectivity to advanced machine learning models, Palm was built from the ground up by former Treasurers to exceed the requirements of today's treasury teams and be ready for tomorrow's needs
Four Steps
to an Automated
Treasury
We connect your data sources and provide real-time forecasts that enable you to execute informed funding recommendations and share strategic insights
1. Connect
2. Generate
3. Action
4. Report
1.Connect
Banks
ERP
Treasury Management Systems
Spreadsheets
Generate
A 13-week and short term forecast with built-in variance analysis
3.Action
Position and manage cash in one dashboard
4.Report
Share balances, forecasts, and Treasury reports automatically
Accuracy in Every forecast
Predict future flows, and proactively plan cash requirements utilising state-of-the-art statistical models
Make Data-Driven Decisions
Connect your accounts to give full visibility of cash utilising API technology
Let Numbers Tell the Story
Create dynamic reports in only a few clicks to give invaluable insights into business performance
Integrate Seamlessly
Banks
Connect with 35+ banks using a single API. We support modern corporate API protocols to keep you informed of your activity in real time. No engineering resources are required, we work directly with your bank to get set up
Spreadsheets
Leverage existing process and data being housed in spreadsheets. Sync or upload your sheets in Palm for a time-saving, error-free experience
Treasury Management Systems (TMS)
Already have a TMS? No problem! Incorporate Palm into your tech stack as a bolt-on solution. Enable our tool to integrate with your current TMS, optimizing data utilization within an intuitive interface
Enterprise Resource Planning (ERP)
Link Palm to your ERP system for a detailed overview of historical and upcoming financial events. Start breaking barriers down by saying goodbye to working in silos with your accounting and finance operations teams
AI technology is woven into onboarding and daily operations at Palm. Gone are the days of manual, rules based setups. Palm enables teams to focus on high value activity, while our AI Toolbox uses a logic based approach to take care of the rest
Categorisation
From rules based to logic based, Palm is changing transaction categorization for good. Language, location, and various syntax issues within transaction descriptions are no match for Palm's categorization engine
Cash Forecasting
An auto-generated forecast with the ability to identify variances down to the transaction level, with just one click. All in one place
Reporting
Intelligent reporting thats specific to your business. No more copy and pasting
Positioning
Compliant, accurate, and automated. Liquidity management that matches your businesses requirements
COMMUNITY
We are building a
community of Treasurers
Keep in touch with other forward-thinking treasurers
