Carlson Cash

Name

Carlson Cash

Legal name

Carlson Cash LLC

Website

https://carlsoncash.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Rogers

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. SAP Treasury Implementation Services: Full-cycle implementation of SAP treasury solutions including greenfield implementations, migrations to SAP S/4HANA, and optimization of existing systems. Revenue generated through professional services consulting engagements.
2. Precision Maintenance and Support: Ongoing maintenance, optimization, and support services for implemented SAP treasury solutions including regulatory updates and structural changes.
3. Targeted Solution Delivery: Focused consulting engagements addressing specific treasury challenges or module implementations (e.g., cash visibility, payment automation, bank connectivity).
4. Advisory Services: Strategic advisory services for treasury transformations, helping clients evaluate, migrate to, or integrate with SAP systems.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Carlson Cash is a specialized consulting firm that implements, configures, and optimizes SAP treasury and cash management solutions for large enterprises. Their offerings span SAP Transaction Manager, Cash Management, Bank Communication Management, Bank Account Management, Multi-Bank Connectivity, In-House Banking, Advanced Payment Management, Market Data Automation, Bank Account Reconciliation, and AP/AR automation. Services include greenfield implementations, S/4HANA migrations, fixing failed implementations, and ongoing precision maintenance delivered entirely by in-house consultants.

Product overview

Carlson Cash is a specialized SAP Treasury consulting and implementation firm offering a portfolio of SAP Treasury and Cash Management solutions. The core offering consists of SAP Transaction Manager for contract lifecycle management, SAP Cash Management for real-time cash visibility, SAP Bank Communication Management (BCM) for payment approvals and tracking, SAP Bank Account Management (BAM) for bank account oversight, SAP Multi-Bank Connectivity (MBC) as a unified gateway for global banking integrations, SAP In-House Banking (IHB) for internal settlements, and SAP Advanced Payment Management (APM) as a payment factory solution. These are complemented by supporting modules including Market Data Automation (integrating with Bloomberg and Refinitiv), Bank Account Reconciliation, and Accounts Payable & Receivable automation. The solutions work together within the SAP ecosystem to provide comprehensive treasury operations from cash visibility and forecasting to payment processing and bank connectivity.

Differentiator

Problem solved

Functional benefit

Products and services

• SAP Transaction Manager Implementation Consulting and implementation service for SAP Transaction Manager covering the full lifecycle of treasury contracts from initiation to settlement, including debt, investments, FX, derivatives, and trade finance, with automated accounting and real-time cash flow visibility, for enterprise treasury teams.
• SAP Cash Management Consulting and implementation service for SAP Cash Management, providing real-time visibility into cash positions across banks and accounts with forecasting based on open items, payment patterns, and historical data, for enterprise treasury teams managing complex multi-bank environments.
• SAP Bank Communication Management (BCM) Consulting and implementation service for SAP Bank Communication Management (BCM), providing centralized payment workflow management for multi-bank operations with batch approvals, payment tracking, and real-time integration with banking partners, for enterprise treasury teams.
• SAP Bank Account Management (BAM) Consulting and implementation service for SAP Bank Account Management (BAM), providing centralized management of bank account data with streamlined requests, approvals, and data updates, structured workflows, and full audit trails, for enterprise finance and treasury teams.
• SAP Multi-Bank Connectivity (MBC) Consulting and implementation service for SAP Multi-Bank Connectivity (MBC), a cloud-based platform providing a single gateway for global bank communications with real-time exchange of payments, confirmations, and bank statements, for enterprises managing bank relationships across multiple financial institutions.
• SAP In-House Banking (IHB) Consulting and implementation service for SAP In-House Banking (IHB), enabling internal banking functionality for managing intercompany settlements, netting automation, and liquidity pooling to reduce external bank dependency and transaction costs, for multi-entity enterprise groups.
• SAP Advanced Payment Management (APM) Consulting and implementation service for SAP Advanced Payment Management (APM), a payment factory solution that routes, tracks, and verifies payments from any ERP to any bank through a single hub with format conversion, enrichment, and compliance checks, for enterprise treasury teams.
• Market Data Automation Consulting and integration service delivering direct Bloomberg, Refinitiv, and other market data provider integration for automated FX rates, interest rates, and price feeds into SAP Treasury processes, for enterprise treasury teams.
• Bank Account Reconciliation Consulting and implementation service for automated bank statement processing, posting, and clearing with exception management, multi-bank and multi-currency support, and audit-ready documentation, for enterprise accounting and treasury teams.
• Accounts Payable (AP) and Accounts Receivable (AR) Automation Consulting and optimization service for SAP Accounts Payable and Accounts Receivable, covering end-to-end payment automation, bank-ready payment formats, machine learning cash application, and OCR-enabled invoice processing, for enterprise finance teams.

Quantifiable outcome

• 50-80% reduction in manual reprocessing effort through automated bank reconciliation rules
• +1 more outcomes

Named customers18 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature9 records

Partnerships

One partnership is on record.

• SAPcoreStrategic or Co-development PartnerCarlson Cash operates as a specialized SAP treasury consulting partner with deep integration into the SAP ecosystem. They serve as early testers and contributors to SAP treasury product development, giving them insider knowledge not available to generalist consultants. Their book on Treasury and Risk Management with SAP S/4HANA is published in collaboration with SAP Press, establishing them as recognized SAP experts.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Deloitte: Big Four firm with one of the largest SAP practices globally, including dedicated finance transformation and treasury advisory teams. Competes with Carlson Cash on Fortune 100 SAP treasury mandates but offers bundled audit, tax, and consulting services that a boutique cannot match.
• Infosys: Major Indian IT services firm with a substantial SAP consulting practice serving Fortune 500 clients on finance and treasury transformations. Competes with Carlson Cash on large multi-country implementations via a global delivery model.
• Tata Consultancy Services (TCS): Global IT services giant with a large SAP practice and significant finance-transformation delivery footprint. Regularly competes with specialist firms on enterprise treasury implementations, leveraging offshore delivery economics that smaller consultancies cannot replicate.
• Accenture: Global systems integrator and the largest SAP implementation partner worldwide, with a dedicated SAP Treasury and Finance practice. Accenture is also a Carlson Cash customer for FX Risk Management consulting, illustrating the overlap in their enterprise SAP treasury pursuits.
• PwC: Big Four firm with a substantial SAP alliance and finance-transformation practice serving large multinationals on treasury and cash management. Pursues the same enterprise SAP treasury engagements as Carlson Cash with the advantage of integrated advisory services.
• IBM Consulting: IBM's consulting arm is a tier-one global SAP partner with deep finance-transformation capabilities, competing directly for multi-country S/4HANA treasury implementations pursued by Carlson Cash. Offers the scale advantage that boutique specialists cannot match.
• Capgemini: Global consulting and technology services firm with a significant SAP practice and dedicated finance transformation offerings. Pursues the same enterprise SAP treasury engagements as Carlson Cash with broader technology and digital transformation capabilities.

Emerging players

• msg: Germany-based specialist consulting and software firm with significant SAP practice depth across finance, treasury, and risk domains. A more direct specialist peer than the Big Four, competing on similar SAP-finance engagements especially across European enterprise clients.
• SNP Schneider-Neureither & Partner: Publicly listed specialist in SAP S/4HANA transformations and data migration tooling, headquartered in Germany. More focused on the technical migration mechanics than Carlson Cash's treasury-domain consulting, but addresses an overlapping buyer set on the same ECC-to-S/4HANA wave.

Others

• Kyriba: SaaS-native treasury management platform that competes indirectly with the SAP Treasury & Risk Management stack Carlson Cash implements. Not a consulting peer, but addresses the same buyer problem (cash visibility, bank connectivity, FX risk) via an alternative technology approach, shaping the demand environment for SAP Treasury implementations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Carlson Cash