Palm is a leading innovator in enterprise treasury management, offering a SaaS platform purpose-built to optimise cash flow and liquidity for global corporations.
Founded by former senior treasury and fintech leaders from companies like Uber and PayPal, our team brings extensive experience in managing multi-billion-dollar treasuries and implementing advanced financial technologies. A platform for treasurers, built by treasurers.
Palm’s AI-powered platform provides real-time cash flow forecasting, automated cash positioning, and strategic insights, reducing operational cash requirements by over 30%. With deep expertise in treasury challenges and a commitment to enhancing financial efficiency, Palm empowers treasury teams to make informed, data-driven decisions, streamline processes, and unlock new levels of cash utilisation.
No more manual mapping or rules. Palm’s AI-powered transaction categorisation reads your bank data and assigns it to categories based on your chosen cash flow pro forma. Unique requirements? Simply explain them, and the system learns and adapts instantly.
Experience the ease of automatic, 13-week cash flow forecasting for all your bank accounts. With machine learning, Palm provides forecasts out of the box, identifying trends and seasonality in your data.
Keep your forecasts sharp with Palm’s real-time variance analysis hub. Any notable variances are flagged, enabling live adjustments to improve accuracy.
Never worry about account funding again. Palm flags overfunded or at-risk accounts daily, with intelligent cash movement recommendations to optimise balances and prevent overdrafts.
Create unlimited dashboards tailored to your team’s needs with the support of Palm’s tech experts. Consolidate all your data into one hub for automatically refreshed, dynamic reports. Cut your reporting cycles drastically while accessing actionable insights for strategic decision-making.
For more information visit www.usepalm.com.
