G2

Verified User in Computer Software

Mid-Market (51-1000 emp.)

4/9/2026

"Impressive Cash Insights, Intuitive UI, and Truly Collaborative Support"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.