Palm, an AI intelligence layer that sits on top of existing treasury management systems and ERPs, has launched Pulse, a conversational interface designed to give treasury professionals instant access to actionable financial insights.
The product addresses a key pain point for treasury teams: not a lack of data, but the time it takes to extract meaningful answers from it. Pulse enables users to query cash positions, forecasts, and transactions in plain language and receive answers in seconds.
Palm builds AI-powered tools for treasury professionals, integrating with existing infrastructure rather than replacing it. The platform reasons across a broad range of financial data, including cash positions, forecasts, investments, debt, FX exposures, and intercompany flows, allowing teams to work more efficiently within their existing systems.
Pulse combines conversational AI, AI agents, and a daily briefing into a single, native interface. Unlike a chatbot layered on top of a dashboard, Pulse is built directly across Palm’s entire data infrastructure. Key capabilities at launch include conversational intelligence that queries treasury data in natural language, grounded in real financial records rather than training data, as well as on-demand visualisations that generate rendered charts from live data within the conversation itself.
An AI Digest feature provides a structured daily briefing surfacing balance changes, anomalies, and forecast confirmations ahead of morning reviews. AI agents allow users to upload documents such as bank fee schedules and pricing agreements, which Pulse then cross-references autonomously against actual transaction data.
The platform also features explainable AI through a schema-first architecture, ensuring every answer is traceable to source data, with automated daily accuracy reviews. Security is enforced at the infrastructure level, with per-customer data isolation and 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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