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
“Palm gives you that forecast for the future based not only on your own data, but also on your own past data and performance.”
— Rodrigo Cabrera, Senior Specialist - Group Treasury Core, 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.
Read more
with palm
Unlock the intelligence
behind your cash
1.Connected Visibility
See every flow where it happens. Palm connects fragmented accounts and systems into a single, dynamic picture of your cash and liquidity — so you always know what’s moving, where, and why.
2.Trusted Forecasting
Plan ahead with confidence. Palm’s explainable AI understands your company’s context to deliver accurate, transparent forecasts that evolve with your business.
3.Strategic Leverage
Make your money move smarter. Palm identifies idle balances, models investment scenarios, and recommends actions that maximize return and impact.
Kyriba
TMS
Microsoft 365
Business Management
HSBC
Banks
Workday
ERP
Excel
Sheets
Netsuite
ERP
Google Drive
Others
Bank of America
Banks
Citibank
Banks
& More
Sheets
& More
with palm
Unlock the intelligence
behind your cash
1.Connected Visibility
See every flow where it happens. Palm connects fragmented accounts and systems into a single, dynamic picture of your cash and liquidity — so you always know what’s moving, where, and why.
2.Trusted Forecasting
Plan ahead with confidence. Palm’s explainable AI understands your company’s context to deliver accurate, transparent forecasts that evolve with your business.
3.Strategic Leverage
Make your money move smarter. Palm identifies idle balances, models investment scenarios, and recommends actions that maximize return and impact.
Kyriba
TMS
Excel
Sheets
Citibank
Banks
Workday
ERP
Bank of America
Banks
HSBC
Banks
Google Drive
Others
Microsoft 365
Business Management
Netsuite
ERP
& More
Sheets
& More
with palm
Unlock the intelligence
behind your cash
1.Connected Visibility
See every flow where it happens. Palm connects fragmented accounts and systems into a single, dynamic picture of your cash and liquidity — so you always know what’s moving, where, and why.
2.Trusted Forecasting
Plan ahead with confidence. Palm’s explainable AI understands your company’s context to deliver accurate, transparent forecasts that evolve with your business.
3.Strategic Leverage
Make your money move smarter. Palm identifies idle balances, models investment scenarios, and recommends actions that maximize return and impact.
Kyriba
TMS
Microsoft 365
Business Management
HSBC
Banks
Workday
ERP
Excel
Sheets
Netsuite
ERP
Google Drive
Others
Bank of America
Banks
Citibank
Banks
& More
Sheets
& More
with palm
Unlock the intelligence
behind your cash
1.Connected Visibility
See every flow where it happens. Palm connects fragmented accounts and systems into a single, dynamic picture of your cash and liquidity — so you always know what’s moving, where, and why.
2.Trusted Forecasting
Plan ahead with confidence. Palm’s explainable AI understands your company’s context to deliver accurate, transparent forecasts that evolve with your business.
3.Strategic Leverage
Make your money move smarter. Palm identifies idle balances, models investment scenarios, and recommends actions that maximize return and impact.
Kyriba
TMS
Microsoft 365
Business Management
HSBC
Banks
Workday
ERP
Excel
Sheets
Netsuite
ERP
Google Drive
Others
Bank of America
Banks
Citibank
Banks
& More
Sheets
& 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
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 scenario planning 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 scenario planning 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 scenario planning work?
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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