Palm AI features, pricing and GDPR (October 2026)

Palm is an AI layer for corporate treasury teams that sits on top of existing treasury and ERP systems. It builds cash forecasts from bank and ERP data, categorizes transactions and shows liquidity by entity, currency and region.

Palm offers four modules: AI cash forecasting, contextual categorization of bank transactions, liquidity positioning and reporting with custom dashboards, PDF exports and scheduled emails. The vendor lists more than 20 native connectors to treasury systems such as Kyriba and FIS, ERPs such as SAP, banks and investment platforms. It is aimed at treasury teams in mid-sized and large companies that have outgrown spreadsheets and existing tools. The vendor is Palm Technologies Limited in London. Customers named on the website include ON, Personio, Euroports and Dunelm, and the platform runs on Google Cloud Platform.

• Forecasts cash automaticallyPalm combines ERP data and bank transactions and runs more than 25 AI models to produce cash forecasts. The vendor reports more than 60 percent lower forecast variance. Treasury teams spend less time collecting inputs from subsidiaries and more time on funding decisions.
• Categorizes bank transactionsContextual AI categorization uses machine learning to tag bank transactions, which replaces manual tagging and feeds reconciliation and the forecast. A customer story cites seven hours of weekly reconciliation work saved, according to the vendor.
• Finds idle cashLiquidity positioning shows cash by entity, currency, region or pool, separates free from restricted cash and flags balances approaching thresholds. Treasurers can spot cash that could be invested or moved; the vendor cites ON as an example.

• Works as an intelligence layer on top of an existing TMS or ERP rather than replacing it.
• States SOC 2 Type II and processing of personal data within the EU and EEA.
• Customers named on the website include ON, Personio, Euroports and the UK retailer Dunelm.

The vendor is Palm Technologies Limited, a London-based UK company, and its named customers include the UK retailer Dunelm.

Palm needs access to bank data and ERP ledgers, so clarify which banks and ERPs your group uses and how data is retrieved. The privacy policy covers personal data in the EU and EEA, but the GCP region for customer data is not stated, so ask for it along with the subprocessor list. Pricing is only available after a demo.

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