Palm Launches Pulse: The AI Analyst for Treasury Teams

Published: March 18, 2026

Palm, the AI intelligence layer that sits on top of existing treasury management systems and ERPs, announces the launch of Pulse, a conversational interface that lets treasury professionals query cash positions, forecasts, and transactions in plain language and receive actionable answers in seconds.

Pulse combines conversational AI, AI agents, and a daily briefing into a single interface designed for how treasury teams actually work. Rather than adding a chatbot on top of a dashboard, Palm built Pulse as a native layer across its entire data infrastructure, reasoning across cash positions, forecasts, investments, debt, FX exposures, and intercompany flows simultaneously. Early feedback from existing customers has been overwhelmingly positive, with teams reporting significant time savings in their daily treasury workflows.

"Treasury teams don't struggle because they lack data. They struggle because getting to the answers takes too long," said Rodel, VP Engineering at Palm. "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."

Key capabilities at launch include:

· Conversational intelligence: query treasury data in natural language with answers grounded in real financial records, not training data

· Visualisations on demand: ask a question and receive a rendered chart built from live data, inside the conversation

· AI Digest: a structured daily briefing that surfaces balance changes, anomalies, and forecast confirmations before the morning review

· AI agents: upload documents like bank fee schedules and pricing agreements, and Pulse cross-references them against actual transaction data autonomously

· Explainable AI: a schema-first architecture where every answer is traceable to your data, with automated daily accuracy reviews on every conversation

· Infrastructure-level security: per-customer data isolation enforced at the infrastructure layer with row-level security, not prompt-level guardrails

Pulse is available now for all Palm customers.