Trilon Group - Demo - 2025-11-19¶
Metadata¶
- Date: 2025-11-19
- Company: Trilon Group
- Attendees: Bryan Olson (VP Finance), Oinatz Uribe (VP Finance), David Sanabria (Finance), Jessica (Procurement), Gurjit
- Type: Lead Call
- Source: Notion Customer Success Meetings
Summary¶
Context¶
Demo session with Trilon Group finance team to showcase Palm's cash flow forecasting capabilities.
Key Discussion Points¶
- Current cash flow forecasting entirely manual
- No automated transaction categorization beyond ERP coding
- Operating across 15+ different entities
- Goals: automate processes, enable more strategic treasury role, improve cash efficiency
Pain Points¶
- Lack granular visibility into account-level activities
- Manual consolidation processes limit strategic focus
- No automated transaction categorization
Feature Requests & Needs¶
- AI-powered automatic transaction tagging (demonstrated 80% initial accuracy, reaching 90-99% within weeks)
- Multi-layered forecasting: ML models + ERP integration for confirmed transactions + manual additions
- Account lockdown features (cannot add forecast items retroactively)
- Submission deadlines/approval workflows (in development)
Platform Capabilities Demonstrated¶
- One-time setup (1-1.5 hours) then continuous learning
- Logic transfers when acquiring accounts or moving between entities
- File upload with AI data sanitization (handles different formats, currencies, regional number formats)
- Variance analysis highlights significant deviations by account/category
Domain Insights¶
- Different ML models per category (AP vs payroll vs taxes)
- Weekly forecast archiving for historical comparison
- Tracks forecast items with reminder system for upcoming payments
Next Steps¶
- 3-week implementation timeline to go live with own data
- Weekly check-ins standard, then customizable cadence
- Trilon Group: early evaluation phase, will reconnect in few weeks
Synced from Notion: https://www.notion.so/2b1c47335ffb81c4b9d3fc0ff6a7c060