--- title: Palm Reviews meta_title: 'Palm Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Palm works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 3 scale: '5' date_modified: '2026-05-05' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Palm Reviews **Vendor:** Palm **Category:** [Treasury Management Systems](https://www.g2.com/categories/treasury-management-systems) **Average Rating:** 4.8/5.0 **Total Reviews:** 3 ## About Palm Palm is an AI-powered treasury technology platform. Palm's AI intelligence layer sits on top of your TMS/ ERP, transforming how you predict and manage liquidity. Beyond automated bottom-up forecasts, Palm helps you identify cash buffers, optimise positioning, and act on opportunities before they pass. Our customer ON, recently unlocked $350M in idle cash using Palm. Go live in weeks with minimal IT involvement; no heavy implementations, complex integrations, or extensive training required. Palm recently launched its conversational interface, Pulse. Pulse reasons across all your Palm data simultaneously: cash positions, forecasts, investments, debt, FX exposures, and intercompany flows. It's powered by frontier AI models hosted in our cloud environment with row-level security enforced per customer at the infrastructure level. Every query runs against your data and only your data, and only read operations are permitted, enforced at the infrastructure layer. View cash by entity, currency, region, or pool. Detect accounts approaching thresholds, separate free from restricted cash, and identify excess liquidity for investment or debt repayment. The platform automatically explains variances and surfaces idle cash, optimisation opportunities, and liquidity risks early. Insights feed back into forecasting models, improving precision over time. Build and manage your own dashboards independently; no support tickets required. Tailor reports for any audience from detailed finance-ready packages to executive summaries, and set up scheduled emails with custom titles and descriptions. Features include: AI cash forecasting, Cash management, Treasury reporting, AI Transaction Categorisation, AI agents for Treasury, Variance Analysis ## Palm Reviews ### 1. Palm Revolutionizes Cash Forecasting and Treasury Management **Rating:** 5.0/5.0 stars **Reviewed by:** Lucía G. | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Palm?** We use Palm for cash forecasting, reporting, and analysis. We're very impressed the machine learning-based forecasting that updates itself daily, as well as the team's commitment to refining the forecasting models. The cash reporting and analytics provide a level of detail and insight that surpasses our previous system, too. Adding the AI layer with their Pulse chat makes it an incredibly powerful treasury assistant. The UX is amazing, and the models are sophisticated, but what stands out most to me is the team behind it. They strive for excellence, not just settling for good. The tool is intuitive and straightforward to implement, with meaningful maintenance that involves defining logics and providing feedback rather than setting rigid rules. The tool's evolution is impressive, with the team swiftly addressing limitations. The initial setup was very easy and well-supported by the team, allowing us to forgo additional consultants or extensive IT support. **What do you dislike about Palm?** There's nothing we've encountered so far that was not to like - the tool is as good as it gets when it comes to cash analytics, reporting and forecasting. **What problems is Palm solving and how is that benefiting you?** We use Palm for cash forecasting, reporting, and analysis. It automates manual activities, levels up our forecasting capabilities, and provides us with a level of cash insights that we just didn't have before. It's the best right hand of a Group Treasurer you could imagine having. ### 2. Impressive Cash Insights, Intuitive UI, and Truly Collaborative Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Palm?** The insights and analysis it can provide about our cash are impressive, and it delivers a great return on investment. Customer support is amazing—responsive, eager to help, and genuinely collaborative. They also take feedback seriously and either roll it into the product (when feasible) or show you a workaround. Their AI isn’t just turnkey; it’s like having a treasury analyst on hand. We’ve never had any performance issues. Interface is intuitive. **What do you dislike about Palm?** Nothing at the moment; any minor friction points we've had are already on their product roadmap for future updates. **What problems is Palm solving and how is that benefiting you?** We used to spend hours every week manually aggregating bank data just to build our cash reports in Excel. Palm now automates the data collection and categorization, which has made the whole process far more efficient. More importantly, it has helped shift our treasury function from a “reactive” department that only reports on the past to a “proactive” one that can actually manage future liquidity. ### 3. AI based automation for core Treasury activities **Rating:** 4.5/5.0 stars **Reviewed by:** Tom T. | Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Palm?** I really like the automation and AI basis of Palm. Its ability to handle statement intake and categorize transactional information is impressive, and it generates automated forecasts, cutting down the challenging work typically done by treasurers. The interface is great, making day-to-day operations much more straightforward, and the reporting suite covers a wide range of requirements and is improving quickly with further development. I also appreciate Palm Chat as another piece of functionality that adds to the efficiency. **What do you dislike about Palm?** The initial approach to certain treasury aspects such as the split of investments and cash was difficult to visualise. However with continuous development from the PALM team, these types of challenges are being quickly adderessed **What problems is Palm solving and how is that benefiting you?** Palm solves resource problems by automating and standardizing processes, reducing administrative work. It centralizes balance visualization and automates cash forecasting, improving cash efficiency and confidence in lowering buffer bank balances. - [View Palm pricing details and edition comparison](https://www.g2.com/products/palm-2026-04-02/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+04%3A56%3A56+-0500&secure%5Bsession_id%5D=a638a510-6d42-4997-856f-07a5a6d52c7d&secure%5Btoken%5D=46aab304932d5a46c0ff6a34fdb5c9cacd2c93574bd91f7c598b913736ee69af&format=llm_user) ## Palm Features **Cash Management** - Monitor Cash Positions - Debt and Investments - Cash Pooling - Cash Operations - Schedules - Automated Cash Operations **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Risk and Compliance** - Manage Different Types of Risk - Comply with Financial Regulations - Counterparty Risk Management - Hedging **Analytics** - Cash Balances - Risk Positions and Scenarios - Expiring Contracts and Payments - Direct Spend Analysis **Banking** - Banking Connectivity - Bank Account Management - Intercompany Lending - Automated Banking **Integration** - Financial Systems - Analytics - FX and Trading Paltforms - Multiple Data Sources **Financial Data Transfer** - Data Exchange - Reporting - Access - Integration **Agentic AI - Treasury Management Systems** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Palm Alternatives - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews) - 4.2/5.0 (555 reviews) - [Agicap](https://www.g2.com/products/agicap/reviews) - 4.4/5.0 (352 reviews) - [Rho](https://www.g2.com/products/rho/reviews) - 4.7/5.0 (126 reviews)