Introducing Pulse
Your AI treasury analyst
Turn your treasury data into a conversation, so your team can skip the clicks and get straight to the insight you need.
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“Adding the AI layer with their Pulse chat makes it an incredibly powerful treasury assistant. The UX is amazing, and the models are sophisticated, but what stands out most to me is the team behind it. They strive for excellence, not just settling for good. The tool is intuitive and straightforward to implement, with meaningful maintenance that involves defining logics and providing feedback rather than setting rigid rules.”
Lucia Galán Cáceres, Head of Treasury, ON
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Query your treasury data in plain language
Type a question. Get an answer grounded in your actual data, not a generic chatbot response. Pulse connects directly to your live data and retrieves the real numbers behind every answer: your transactions, balances, forecasts, and categorised cash flows.
Ask about last week's inflows by entity. Dig into why a variance spiked. Check which accounts are approaching thresholds. Compare bank fee spend across relationships. Pulse handles the data retrieval, the analysis, and the recommends actions. Follow up naturally, refine your question, and go deeper. The conversation remembers your context on a user level, so each question builds on the last.
It works the way you think, not the way your tools were designed.
See It Instantly
Ask a question. Get an ad hoc chart rendered in seconds.
Pulse doesn't just answer in text. Ask for a breakdown and get a rendered bar chart. Ask for a trend and get a time series. Ask for a comparison and get a side-by-side visualisation — all generated directly from your data, inside the conversation.
No need to build a dashboard first, configure a widget, or export to Excel. Pulse creates visualisations on the fly based on what you're asking. The same data warehouse that powers Palm's dashboards and reports is available through a question. So whether you need a quick chart for a stakeholder or an in-depth analysis for a board meeting, it's a single query away. Need to keep it? Charts feed into Palm's self-serve dashboards and scheduled reports.
Accurate and Explainable
Every answer grounded in your data. Every response automatically verified.
In treasury, a wrong number leads to a wrong decision. That's why Pulse doesn't generate answers from memory or training data. Every data-driven response follows a strict pipeline: your question is interpreted, the relevant table schemas are retrieved from Palm's data warehouse, the query is executed against your actual records, and the response is composed directly from that data. The AI cannot invent account balances or transaction totals — it can only report what exists in your data.
Security is enforced at the infrastructure level, not in prompts. Each customer's data is isolated through dedicated service accounts with row-level security; a design that cannot be bypassed, regardless of what's typed into the chat. Behind the scenes, an automated evaluation system reviews every conversation daily. Each response is graded for factual accuracy (does every number match the retrieved data?), data retrieval quality (did Pulse pull the right data?), and correct tool usage , with a pass, warning, or fail score. Failures trigger investigation and feed an automated learning process that improves Pulse's instructions over time, on a per-customer basis, so improvements are specific to how your organisation uses Palm.
Intelligence, before you have to go looking for it
AI Digest: your morning briefing
Every morning, Pulse generates a personalised AI Digest, a structured briefing built fresh from your live data that surfaces what changed overnight, what needs attention, and what to act on. Balance movements, accounts approaching thresholds, notable transactions, forecast confirmations versus actuals, all surfaced before your first meeting. Each finding links directly to the underlying data in Palm, so you can drill into anything with a click.
Pulse AI Agents
Hand your routine treasury work to AI agents
Pulse Agents take a treasury task and run it for you, on a schedule you set or with a single click. Each one works across your live data, follows a repeatable playbook, and delivers a finding straight to your inbox or Slack, before you've sat down.
Every workspace comes with ready-to-run agents for the jobs treasury teams do every day: a Treasury Morning Brief, FX Sensitivity Analysis, Variance Explainer, Idle Cash Scanner, Bank Concentration Check, Pre-Month-End Checklist, and CFO Cash Flash. And they're fully self-serve. A guided interface walks you through building your own in a few simple steps, so you can pick exactly which part of your workflow to hand over and automate it yourself.
Like everything in Pulse, agents use only your data, show their working, never invent numbers, and keep every run fully auditable.
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No more time-wasted on rigid models
Go-live in weeks.
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