Question 1

Is Pulse secure enough for enterprise treasury data?

Accepted Answer

Yes. Pulse enforces data security at the infrastructure level, not through prompts. Each customer's data is isolated through dedicated service accounts with row-level security on customer identity; a design that cannot be bypassed regardless of what's typed into the chat. Only SELECT queries are permitted (enforced at infrastructure level, not prompt level), so Pulse can never modify your data. Palm is SOC 2 Type II certified, and all activity is logged with a full audit trail. The platform uses a read-only architecture across all features, and entity-level access controls ensure team members only see the data they're authorised to view.

Question 2

What is Palm's AI Digest and how does it help treasury teams?

Accepted Answer

Palm's AI Digest is an automated daily briefing that appears on your homepage when you open the platform. It summarises overnight activity across your treasury — closing balances, key transactions, forecast variances, and accounts needing attention — all generated automatically from your live data. No queries, no filters, no dashboards to check. The Digest highlights what changed, what's unusual, and what needs action, so treasury teams start each day with a complete picture instead of manually pulling reports.

Question 3

What is self-serve treasury reporting and why does it matter?

Accepted Answer

Self-serve treasury reporting means treasury teams can build, modify, and share their own dashboards and reports without relying on IT, a vendor, or a TMS administrator. It matters because traditional treasury reporting is locked down — every change goes through a queue, and a simple filter adjustment can take days. With self-serve reporting in Palm, treasury analysts build KPI cards, bar charts, pivot tables, and data grids directly from live cash data. They filter by entity, currency, bank, or time period, rearrange components, and save views — all in minutes, not sprints.

Question 4

Can Pulse analyse documents like bank fee schedules and pricing agreements?

Accepted Answer

Yes. You can upload external documents: bank fee schedules, pricing agreement PDFs, or other external reports and Pulse will analyse them against your actual transaction and balance data in Palm. This enables use cases like bank fee analysis, where Pulse sub-classifies fee transactions by type, cross-references charges against expected rates, and flags anomalies. Treasury teams have used this to analyse fees across 100+ accounts and dozens of banks, surfacing savings opportunities that would have taken weeks of manual spreadsheet work.

Question 5

Can multiple team members build their own treasury dashboards?

Accepted Answer

Yes. Palm's self-serve dashboards support multiple users across your treasury team. Regional teams can build views relevant to their entities and currencies. Central treasury can maintain global dashboards. Each user creates, saves, and modifies their own reports without affecting anyone else's views. This means APAC, EMEA, and Americas teams can each have dashboards tailored to their entities, while group treasury maintains a consolidated view.

Question 6

What permissions, access controls, and audit logs does Palm provide for reporting?

Accepted Answer

Palm gives treasury administrators granular control over who can view, build, and share dashboards and reports. User permissions determine which entities, accounts, and data sets each team member can access — so a regional controller only sees their region's data, while group treasury sees everything. All activity within the platform is logged with a full audit trail, including who created or modified a dashboard, when reports were generated and delivered, and which data was queried through Pulse. This ensures compliance teams and auditors have complete visibility into how treasury data is being accessed, reported on, and distributed.

Question 7

How does Palm's reporting integrate with my existing TMS?

Accepted Answer

Palm sits on top of your existing TMS and ERP infrastructure as an intelligence layer — it doesn't replace them. Your TMS continues to handle payments and bank connectivity while Palm normalises, enriches, and harmonises the data flowing through it. This means the dashboards, Pulse answers, and scheduled reports in Palm all reflect the same source data from your TMS, without requiring migration, rip-and-replace, or complex integration projects. Most teams are live in weeks.

Question 8

Can Palm generate charts and data visualisations from treasury data?

Accepted Answer

Yes. Palm supports interactive visualisations across two surfaces. In self-serve dashboards, you build KPI cards, bar charts, pivot tables, and data grids from your live cash data — all with drill-down capability. In Pulse, charts are rendered directly in the chat conversation when you ask a question that's best answered visually. Every visualisation connects to the underlying data — click into a chart to see the accounts and transactions behind it.

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