The AI intelligence layer for treasury
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Palm sits on top of your TMS / ERP, unifying visibility, strengthening forecasts, and identifying idle cash for smarter investments.
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The treasury platform that starts where your TMS stops
For teams that have outgrown their existing treasury tool stack.
"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 the case study on how 'ON' unlocked $350M in idle cashAI 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%.
Read more about AI Cash ForecastingLiquidity 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.
Read more about Liquidity PositioningReporting
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 schedule emails with custom titles and descriptions.
Read more about ReportingCase studies
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“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.”
“Whether you're head of finance or handling collections, Palm is intuitive, fast, and smart. It just works.”
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