Treasury automated
Simplify Data Complexity
With Treasury Reporting
Reporting is a non-negotiable for Treasury teams and doesn't have to be tedious. Change the reporting cycle by creating dynamic reports in a user-friendly system, turning complexity into intuition with Palm
Turn Your Data Into Insights
Let Palm identify the relevant context in your data, facilitating in-depth analysis of noteworthy activities in an engaging structure
Align Your Stakeholders
Avoid version control and sharing challenges. Comment, question, and add notes directly in your reports, ensuring teams access to accurate information
Create Dynamic Overviews
Instantly share crucial Treasury insights through dynamic dashboards and visual overviews, aligning financial understanding across your company
FEATURES
Why use Palm?
REPORTING
Dynamic Visuals
Utilise powerful technology to visualise your data in new ways, to convey your message and wow your stakeholders
REPORTING
Design, Create & Share
Set up your repeating reports to automatically refresh when you need them or schedule them to send to stakeholders automatically.
REPORTING
AI-Driven Insights
Save time, and let AI do the hard work to analyse your reports and highlight the key focus areas for your users.
MORE FEATURES
From System-Based to Insightful Reports
Drag and Drop
Real-Time Dashboards
Shareable Links
Customisable
Automated Delivery
Add Commentary
Suggested Insights
Your Questions,
Answered.
Contact us if you have any other questions
Treasury reporting is key for business health and shouldn't be an afterthought.
As a Treasurer, your role is to communicate the business narrative, ensuring stakeholders understand and benefit from the insights
