“It's been amazing to be able to add the "are we investing enough?" question to our daily cash management routine. Transparency wasn't enough - we needed clarity to change the way we think about our cash, and Palm has definitely enabled that.”
— Lucia Galán Cáceres, Head of Treasury at On
NO MORE MANUAL ANALYSIS
Build and manage your own dashboards. No support tickets required.
Palm puts dashboard creation in treasury's hands. Build KPI cards, bar charts, pivot tables, and data grids from your live cash data. Filter by entity, cash pool, currency, bank, or time period.
SCHEDULED REPORTS
Scheduled reports and stakeholder delivery
Palm generates PDF reports from your dashboards and delivers them on a schedule : daily, weekly, or monthly, straight to stakeholder inboxes via email. Preview exactly what recipients will see before scheduling. No more screenshotting dashboards into PowerPoint. No more forgetting to send Friday's report. Your stakeholders get the numbers they need, when they need them, without you lifting a finger.
INSIGHTS A CLICK AWAY
Pulse: ask anything; see everything
How much of our cash is at each bank?" "What's our EUR exposure across European entities?" "Show me last week's cash flow by category."
Type a question into Pulse — Palm's AI assistant — and get an instant, accurate answer drawn from your live treasury data. Pulse understands your account structures, your entities, your currencies and responds in seconds with the data you need.
When the answer is best shown visually, Pulse renders it that way: bar charts, trend lines, breakdowns, directly in the conversation. Click into any chart to drill down to the accounts and transactions behind it. For the questions that come up once and don't deserve a dashboard, Pulse is the fastest path from question to insight in treasury.
