The New Way to
Manage Enterprise Liquidity

The New Way
to Manage
Enterprise Liquidity

The New Way to Manage Enterprise Liquidity

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

Watch a Video

Watch a Video

Watch a Video

1. Connect

Your banks, ERP, TMS and spreadsheets

Your banks, ERP, TMS and spreadsheets

2. Generate

A 13-week and short term forecast with built-in variance analysis

A 13-week and short term forecast with built-in variance analysis

3. Action

Position and manage cash in one dashboard

Position and manage cash in one dashboard

4. Report

Share balances, forecasts, and Treasury reports automatically

Share balances, forecasts, and Treasury reports automatically

1.Connect
  • Banks

  • ERP

  • Treasury Management Systems

  • Spreadsheets

  1. 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

Level-up your treasury
with Palm

Level-up your treasury
with Palm

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

All Your Sources
in One Intuitive Platform

All Your Sources in
One Intuitive Platform

Consolidate all your Treasury data in Palm for streamlined operations. Receive proactive updates on cash positions, gain actionable insights, and become the strategic partner your business needs

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

Unlocking
efficiency
with AI

Unlocking
efficiency
with AI

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

FREE

FREE

FREE

Webinars

Webinars

Webinars

+

Resources

Resources

Resources

>

Events

Events

Events

=

Community support

Community support

Community support

Lead the future of treasury

WITH PALM

Lead the future of treasury

Lead the future of treasury

WITH PALM

Lead the future of treasury

Lead the future of treasury

READ OUR BLOG

Lead the future of treasury

Get started
with Palm

Learn about the platform

Explore how our AI-driven platform can boost and streamline your operations

Why Palm

Keep up with the latest

Stay updated with the latest developments from our team

Read Blog

Join our mission

Check out our careers homepage to learn of opportunities at Palm.

Team Page

Get started
with Palm

Learn about the platform

Explore how our AI-driven platform can boost and streamline your operations

Why Palm

Keep up with the latest

Stay updated with the latest developments from our team

Read Blog

Join our mission

Check out our careers homepage to learn of opportunities at Palm.

Team Page

Get started
with Palm

Learn about the platform

Explore how our AI-driven platform can boost and streamline your operations

Why Palm

Keep up with the latest

Stay updated with the latest developments from our team

Read Blog

Join our mission

Check out our careers homepage to learn of opportunities at Palm.

Team Page

Cash Management for Innovators

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© Copyright 2024, All Rights Reserved by Palm Technologies Limited

Cash Management for Innovators

Stay in the loop

By subscribing you agree to our Terms & Conditions and Privacy policy

© Copyright 2024, All Rights Reserved by Palm Technologies Limited

Cash Management for Innovators

Stay in the loop

By subscribing you agree to our Terms & Conditions and Privacy policy

© Copyright 2024, All Rights Reserved by Palm Technologies Limited