Treasury automated

Cash Positioning
on Autopilot

Automate liquidity management for streamlined operations. Identify excess balances, foresee overdraft risks, and get actionable insights with policy-driven funding recommendations

Optimize Daily
Operations

Eliminate cash discrepancies and ensure proper funding for accounts with our workflow builder. Your company funds will be directed accurately, through an appropriate method and account path

Automatically Share
Your Activity

Help your accounting teams close the books faster. With Palm, record all your Treasury moves, boost efficiency, and share consolidated reports with your teams –– all automatically

Ensure On-Time Funding,
Always

Achieve clear foresight into potential cash shortfalls and excess balances. Utilize Palm to synchronize intercompany transactions, ensuring on-time, efficient funding, every single time out causes of cash variances and increase accuracy continually

PRODUCT

Our Solution

POSITIONING

Informed Recommendations

Never miss a funding request with Palm's system-generated cash management recommendations to ensure all accounts are funded on time

POSITIONING

Dynamic Dashboard View

Manage your cash in one seamless dashboard, see all your balances, and funding recommendations across all entities in one place

POSITIONING

Drill-Down Capabilties

From positioning recommendations to variance drivers, users can drill down to transaction level data from any view. No more trying to find the needle in the haystack

MORE FEATURES

Set Your Rules, Move Your Cash

Liquidity management with efficiency in mind

Target Balance Ranges

Multistep Transfers

On-Time Funding

Link to Instruments

2-Week Liquidity View

Cash Pool Management

Settlement Tracking

Transfer Reports

Suggestion Details

Automatic & Insightful Treasury

Save Time. Automate.

Transform your funding flows with Palm's automation workflows. Set your funding rules and let our system take the lead, ensuring compliant cash positioning within your intercompany framework

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

Lead the future of treasury

WITH PALM

Lead the future of treasury

Your Questions,
Answered.

Contact us if you have any other questions.

What is cash positioning?

How does Palm collect data to position cash?

How frequently do cash positions update in Palm?

Who can access cash positioning information in Palm?

Can I connect all of my bank accounts to Palm?

What is cash positioning?

How does Palm collect data to position cash?

How frequently do cash positions update in Palm?

Who can access cash positioning information in Palm?

Can I connect all of my bank accounts to Palm?

What is cash positioning?

How does Palm collect data to position cash?

How frequently do cash positions update in Palm?

Who can access cash positioning information in Palm?

Can I connect all of my bank accounts to Palm?

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