Central Treasury Solution

Manage the treasury of all your group companies on one screen.

In holding structures, the cash position, loan obligations, FX and interest rate risks, investment instruments and liquidity planning of every company are managed on a single SAP Treasury platform. The CFO and treasury teams monitor, analyse and decide across all group companies from a single screen.

What Is It?

Central Treasury is an enterprise treasury model that lets holding or multi-company structures manage the cash, financing, loan, FX risk, interest rate risk and investment processes of all group companies on a single SAP Treasury platform.

Problem Space

Do these questions sound familiar?

01

Does it take hours to see the real cash position of the group companies?

02

Does every company manage its own treasury separately?

03

Can loan liabilities across the group not be seen on a single screen?

04

Is the FX position tracked in manual spreadsheets?

05

Can a company with surplus cash not be matched with one that needs financing?

06

Are the reports the board asks for only ready days later?

The Montag Approach

We model the SAP Treasury foundation around your existing organisation.

We bring the group companies together in one centre, standardise the processes and continue to stand beside the operation after go-live.

Scope / What's Included

What does this package include?

Group-wide cash visibility

The bank accounts, cash positions and liquidity of all group companies are monitored from one centre.

Central loan management

All loans, interest, repayment schedules and financing costs of the group companies are tracked on a single platform.

FX and interest rate risk management

Forwards, swaps and other hedging transactions are planned and monitored centrally.

Intercompany fund management (Cash Pooling)

Surplus cash is optimised within the group and fund transfers are managed centrally.

Counterparty and bank limit management

Bank limits, credit limits and counterparty risks are controlled from a single screen.

Liquidity forecasting and scenario analysis

Future liquidity is analysed under different FX, interest rate and financing scenarios.

Benefits

What do you gain with this package?

01

All group finance on one screen — the CFO sees the financial position of every group company on a single dashboard

02

Stronger liquidity management — surplus and shortfall cash can be balanced within the group

03

Lower financing costs — more effective borrowing and use of resources across the group

04

Central control of risk — FX, interest rate and bank risks are managed from a single platform

05

Board reports are ready in minutes

Use Cases

Who is it for?

01

Central treasury structures in holdings

02

A single treasury centre in multi-company SAP landscapes

03

Intercompany cash pooling

04

Central loan management

05

Monitoring the FX position at group level

06

Financial risk management

Why Montag?

Why choose Montag for Central Treasury?

01

SAP Treasury expertise

A team that knows the finance processes behind SAP TRM and Central Treasury projects.

02

Holding experience

We build central treasury architectures in multi-company structures.

03

A finance perspective

We design not only the system, but the CFO's decision-making processes too.

Get started

See and manage all group cash on a single platform.

Let's assess together how a central treasury structure can be adapted to your organisation.

Schedule a call