Palm Launches AI Agents for Treasury

Published: July 21, 2026

Palm has announced the launch of Pulse AI Agents for treasury: configurable workers that run treasury analysis on their own, on a schedule that users set or with a single click, and deliver the result straight to inbox or Slack. Users set one up once; it does the morning prep before anyone opens the app.

Palm sits on top of all your treasury tech stack, connecting TMSs, ERPs, emails, Excel sheets, APIs, portals, warehouses and bank accounts, normalising them into one treasury model. With agents, the company suggests can now put that entire dataset to work, querying and acting across all of it at once.

Agents are fully self-serve. A guided interface walks the user through creating one in a few simple steps, with no technical setup, offering an opportunity for treasury teams to pick exactly which part of their workflow they want to hand over and automate it themselves.

For more information - including examples that Palm's customers are using - please click here.