Connectivity - Jobs & Desired Outcomes¶
Generated from .jobs.json — do not edit directly.
Confirmed Outcomes¶
Corroborated by 2+ sources
Job: Get real-time or same-day bank balance visibility¶
| Desired Outcome | Status | Solved By |
|---|---|---|
| Minimize the delay between transactions and balance visibility | 🔶 Partial | Data Layer, Cash Visibility |
| Reduce dependency on external reconciliation teams | 🔶 Partial | Data Layer |
| Increase confidence in cash position accuracy | 🔶 Partial | Cash Visibility |
Gaps: Depends on customer's upstream data freshness. Palm doesn't have direct bank APIs - relies on TMS/data lake feeds.
Sources: - ON (2024-09-26) - "is not real-time banking information. This is based on the statements that are registered in our ERP" - Amanda - ON (2024-10-24) - "Right now until the end of the month, we don't really know how much money we have... from the ERP we'll have to go every day into the bank if we wanted to check" - Rodrigo
Notes¶
- 2026-02-25: Removed job "Consolidate bank account visibility without logging into multiple portals" from emerging signals. This was ON's need in 2024-09 when they lacked TMS consolidation. Now solved: Palm sits on top of customer TMS for bank connectivity, and ON has Kyriba. Outcomes addressed by cash-visibility feature.
- Job "Integrate AP/AR data directly from ERP or data lake for forecasting" (con-e-001) moved to cash-forecasting domain as cf-e-010 (2026-03-10). Reframed: the real job is about incorporating confirmed AP/AR items into forecasts as known future cash flows — the data integration is an implementation approach, not the job itself.