Jesseca Lane
Brand & Marketing
Connor Patterson
Co-Founder
Evan Shoemaker
Head of Product

Are you a small business owner struggling to find time to manage your business finances, combined with serving customers as well as managing employees and other tedious tasks? Small businesses are finally getting the boost they need from AI.

Read on to find out how you can help streamline your small business with an AI tool like Palm to remove the chaos once and for all.

Ditch the spreadsheets: Connect & automate

When you activate your free Palm membership and connect your business accounts, you can ditch financial spreadsheets and automate your financial spending insights and alerts. You'll have visibility across your accounts without having to lift a finger and never have to enter an expense into a spreadsheet again - we'll keep track of it all for you.

Create your free Palm account today and start receiving instant insights.

Get organized: Connect all of your online accounts & docs

With your free Palm membership, you can also upload, store and organize important business documents like small business insurance or small business loan policies and we'll help remind you when your payments and policies are due, as well as auto-shop better offers for you where we think you can be saving.

Easily understand spending & upcoming expenses

With your free Palm membership and connected business accounts, you'll begin receiving instant spending insights. Each week, you'll receive a weekly spend report on your largest and upcoming expenses as well as a monthly spend recap, frequent spend, and biggest changes in spend summaries monthly. Palm also provides alerts on double charges as well as recurring expense increase alerts.

We automate the grunt work of small business finances so you can focus on what you love. Get started using AI for small businesses with Palm's AI tool - built for the peace of mind of small business owners like you.

Keep up-to-date on payments & renewals

By connecting all of your accounts and uploading your important policy documents all in one place, Palm gives you full visibility into your business finance ecosystem and automates regular updates sent directly to you. By informing you of your largest purchases and upcoming expenses on a weekly basis as well as reminding you of policy renewals and billing errors, we're here to help you manage your small business finances so you can focus on what you love.

Pre-filled forms and auto-shopped offers

To further assist in removing the chaos from small business finances, AI can help pre-fill business forms like loan and small business insurance applications and auto-shop offers based on your biggest expenses like small business insurance. This can save small business owners hours of time shopping for better deals and filling out forms.

Improve your business health

When you use an AI tool like Palm to manage your small business finances, your business health can improve by way of having access to all of your business finances in one place, and automated to save you time and money. You can enjoy peace of mind knowing not only are your bills paid on time, but that you're not getting over-billed and getting the best terms for your business to grow. When you make your payments on time and show more predictable behavior, your business health improves and your likelihood of getting access to funding for your small business improves. You can read more here from Palm about why your business health is important.

Don't forget to create your free Palm account today and start receiving instant insights and check back for weekly insights to help you grow.


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