Palm, an AI intelligence layer that sits on top of existing treasury management systems and ERPs, has launched Pulse, a conversational interface designed to help treasury professionals query cash positions, forecasts, and transactions in plain language and receive actionable answers in seconds.
The product addresses a core challenge in treasury operations: not a lack of data, but the time it takes to extract meaningful answers from it. Pulse aims to reduce friction in daily treasury workflows by bringing together conversational AI, AI agents, and a daily briefing into a single, unified interface.
Palm provides an AI-powered intelligence layer that integrates with existing treasury management systems and ERPs, enabling finance teams to interact with their financial data without switching between platforms or running manual queries.
Pulse operates as a native layer across Palm’s entire data infrastructure, reasoning simultaneously across cash positions, forecasts, investments, debt, FX exposures, and intercompany flows. Rather than functioning as a chatbot layered on top of a dashboard, it is embedded directly into the platform’s core data architecture, delivering grounded answers tied to real financial records rather than training data.
At launch, Pulse includes a range of capabilities. Conversational intelligence allows users to query treasury data in natural language, with answers drawn from live financial records. Visualisations are generated on demand, with rendered charts built from real-time data delivered directly within the conversation. An AI Digest provides a structured daily briefing that surfaces balance changes, anomalies, and forecast confirmations ahead of morning reviews.
AI agents enable users to upload documents such as bank fee schedules and pricing agreements, which Pulse then cross-references against actual transaction data autonomously. The platform also features explainable AI through a schema-first architecture, where every answer is traceable to source data and undergoes automated daily accuracy reviews. Security is enforced at the infrastructure level, with per-customer data isolation implemented via row-level security rather than prompt-level guardrails.
Early feedback from existing customers has been positive, with teams reporting significant time savings across their daily treasury workflows. Pulse is available now to all Palm customers.
Palm VP Engineering Rodel said, “Treasury teams don’t struggle because they lack data. They struggle because getting to the answers takes too long. Pulse changes that. Ask a question, get an answer with the chart to back it up. Upload a document and get the analysis. That’s the workflow now.”
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