Use cases
Inventory
Find every tool, owner, seat, and cost.
Savings
Catch waste, overlap, and renewals early.
Access
Onboard and offboard across your stack.
Context
Map how people, tools, spend, and agents connect.
For
Founders
Protect runway by seeing every tool and cost.
Engineering
Control AI usage, access, and provider spend.
Finance
Reconcile software spend and find waste.
Operations
Keep inventory, access, and renewals current.
Resources & company
Resources
Guides and practical software insights.
Manifesto
Why software operations need a new model.
Press
Company news and media resources.
Partners
Build and grow with ELI.
IntegrationsStacksTools
Talk to a humanDiscover my stack
IntegrationsStacksTools
Discover my stackTalk to a human

Company

  • Home
  • Manifesto
  • Talk to us
  • Partners

Help

  • Terms of service
  • Privacy policy
  • Docs

Product

  • Inventory
  • Savings
  • Access
  • Context

For teams

  • Founders
  • Engineering
  • Finance
  • Operations

Explore

  • Integrations
  • Tools
  • Stacks
  • Startup credits
  • Articles

Socials

  • LinkedIn
  • Instagram
  • TikTok
  • YouTube
Enterprise Layer Intelligence
Categories/Tax & Accounting/Palm
Palm

Palm

Founded 2023

Forecast corporate cash flow and track liquidity across bank accounts and ERP systems

Pricing model

Demo

You can use Palm to forecast corporate cash flow and monitor company liquidity across multiple bank accounts and currencies. The system analyzes historical bank transactions and accounting data from your ERP to predict future balances and flag unexpected variances. Finance teams can build custom financial models, compare different business scenarios side by side, and identify excess cash reserves available for investment. It also automates transaction tagging and reconciliation, allowing treasury professionals to create exportable board reports and monitor account balances without relying on manual spreadsheets.

What Palm does

Connect banking feeds and ERP systems via read-only integrationsAdjust cash projections manually or via batch CSV uploadsCreate custom scenarios to model economic downturns or revenue dipsMonitor accounts approaching minimum balance limitsGenerate variance reports between forecasted and actual cash movementsExport financial dashboard snapshots to PDF for executive updatesAutomated cash flow forecasting using machine learning modelsSide-by-side scenario modeling with percentage adjustmentsLiquidity tracking across entities, regions, and currenciesAutomated transaction categorization and bank reconciliationVariance analysis comparing forecast numbers against actualsIdle cash detection to highlight funds available for investmentCustom dashboard creation with PDF reporting exports

Pricing breakdown

Pricing model: Book a demo

Frequently asked

NetSuiteNetSuite

Want a tailored answer?

See whether Palm fits your stack.

Techbible weighs Palm against what you already pay for, your team shape, and the work that's actually happening. Free to start.

Side by side

Compare Palm

Search the catalog or pick a similar tool to compare pricing, features, and fit.

Or pick from similar tools

More in Tax & Accounting

All tools →
FreshBooks

FreshBooks

Create professional invoices, track billable hours, and manage expenses for small businesses

Cube Software

Cube Software

Connect spreadsheets and business data to automate financial planning, modeling, and reporting

Expensify

Expensify

Track expenses, scan receipts, issue corporate cards, and reimburse employee spending directly

QuickBooks

QuickBooks

QuickBooks helps you manage and automate your business accounting.

Strabo

Strabo

Track global investments, bank accounts, and multi-currency assets across institutions in a single dashboard

409a-valuation

409a-valuation

Generate IRS-compliant 409A valuations for startup stock options using AI

Actual Budget

Actual Budget

Track personal expenses and manage envelope budgets across devices with local privacy

Adaptive

Adaptive

Manage construction job costing, accounts payable, billings, and work-in-progress reports automatically

Palm, cash forecasting, treasury management, liquidity forecasting, variance analysis, scenario planning, cash flow modeling, bank reconciliation, ERP integration, NetSuite, SAP, financial analytics, idle cash detection, corporate treasury, cash visibility