AI & Innovation
Adding AI to your treasury workflows: six use cases to start with
The friction in treasury isn't in the decisions themselves — it's in the prep work that has to happen before a decision can be made. Six specific places where AI can replace that prep work first.
Giannis Kotsakiachidis · 27 May 2026Your TMS has AI on its website. It doesn't have AI in the product.
I spent the past few weeks in back-to-back conversations with treasury leaders in the US. First at Treasury Table, our own intimate dinner in San Francisco with teams from some of the world's most sophisticated companies.
Gurjit Pannu · 10 Mar 2026Your TMS isn't broken. But it’s missing a crucial layer above it.
Treasury teams have done the hard work. The bank connections are live, the TMS is configured, payment workflows are running.
Christian Sobkowski · 23 Feb 20263 Treasury trends from 2025 that are here to stay
2025 witnessed significant shifts and advancements that are shaping the future of financial strategies. We recently brought together 70+ treasury professionals around the world to discuss what the year looked like for them.
Gurjit Pannu · 27 Jan 2026AI in Treasury: A Partner, Not a Replacement
At Palm, we take a practical view on the role of AI in treasury and cash management. Rather than positioning AI as a revolutionary force that will replace people, we see it as a powerful enabler that reduces manual workload and brings agility to your processes.
Rodel van Rooijen · 12 May 2025How to Create Effective and Powerful Processes in 2025
Treasury operations can be a source of frustration for businesses. Board decisions depend on accurate cash flow data and reliable forecasts to make decisions, and treasury professionals are constantly under pressure to balance priorities and produce results.
Gurjit Pannu · 8 Jan 2025The 3 D’s: How to Get the Best From Your Cash Forecast
We talk so much about cash forecasting and it’s importance, however how we approach this critical task has barely changed in the last 10 years.
Gurjit Pannu · 9 Dec 2024The New Age of Foreign Exchange Risk Management
The world of treasury is changing in more ways than one. Whilst Palm is breaking norms and giving treasurers access to out-of-the-box cash forecasts in days, others are tackling the age-old problem of foreign exchange hedging.
Gurjit Pannu · 9 Oct 2024Where companies fall short with cash forecasting, and how to avoid those pitfalls
Cash forecasting often takes centre stage in board meetings, strategic business discussions, and auditor reports. Having a reliable cash flow forecast model can steer the course of a business.
Gurjit Pannu · 11 Sept 2024Data-driven Treasuries are the Future and Here's Why
Unleashing the Power of Data in Treasury Management The skills required to be successful in treasury are changing, and more and more treasurers seek to hire candidates who are proficient in data management.
Gurjit Pannu · 6 Aug 2024APIs vs Open Banking, What's the Difference
APIs and OpenBanking are two commonly used terms in today's treasury world, however a stark number of professionals do not fully understand what they are and how they can harness their firepower effectively.
Gurjit Pannu · 1 Aug 2024Make the Perfect Board Slides with Palm’s Reporting Factory
Make the Perfect Board Slides with Palm’s Reporting Factory Creating board slides is an essential, yet often draining, part of any treasury team's responsibilities.
Gurjit Pannu · 31 Jul 2024Transform Your Treasury Operations with Seamless Bank Connectivity
Introduction Treasurers face the constant challenge of managing cash flow, liquidity, and risk. The need for real-time visibility into cash balances and transactions has never been more business-critical.
Gurjit Pannu · 30 Jul 2024