The Software Side of Smart Safes: The Customer Cloud Portal 

From middle management to the C suite, today’s workforce are looking for technological solutions to cash management. Business owners and their hardworking staff crave what we at AMSEC would call smart capabilities—intuitive customer interface, custom configuration, remote management, etc.— to better facilitate cash flow and tools for improved efficiency. Our team at AMSEC recognizes these needs as indicative of a single truth: Automated and secure cash management is no longer just an option; it’s crucial to running efficient operations. That’s why we designed our smart safe customer cloud portal as a way of packing automation and efficiency into a single line of site.

A user-friendly solution to streamlining gaps in cash management, our customer portal can help you create an integrated ecosystem that ensures not only the efficiency, but also the security, of cash handling operations. By providing real-time connectivity, our smart safe cloud enables continuous monitoring of cash levels and transactions, remote management of safe settings, and seamless financial integrations. 

 

A smart, user-first solution

Using connectivity to power integration

Our smart safe customer cloud portal is the heart and soul of our smart safe technology, enabling the integration capabilities that business owners need to run a smooth operation. Our smart safe cloud is a comprehensive platform that provides real-time connectivity and integration between the safe, financial institutions, and armored couriers. This interconnected ecosystem ensures that cash handling is not only efficient but also secure.

Key features of the smart safe customer cloud

  • Updated monitoring: The cloud platform allows for continuous monitoring of cash levels and transactions. Business owners and managers can access this information remotely, ensuring they have up-to-date insights into their cash flow.
  • Remote management: The smart safe cloud enables remote configuration and management of the safe. Users can adjust settings, add or remove users, and manage access levels without physically interacting with the safe.
  • Seamless integration with financial institutions: The cloud platform integrates seamlessly with various financial institutions. This integration enables features like provisional daily credit, where cash deposited into the safe is credited to the business’s bank account within twenty-four hours, improving cash flow management.
  • Vendor management and transparency: The cloud platform provides businesses with advanced vendor management capabilities, enhancing transparency and offering valuable insights into courier services. Although the cloud itself does not schedule pickups directly, it allows the customer to monitor their relationship with their courier—is the pick-up going to be late? Has it been pushed a day? Has it been missed?—which in turn allows the customer to quickly address the situation.

Smart safe cloud connectivity: How it works

The smart safe cloud is a powerful platform that enables full remote management of deployed smart safes, ensuring that businesses can efficiently monitor and control their cash management processes. Here’s a breakdown of how cloud connectivity works.

1. User-friendly portal

 

The cloud portal also includes comprehensive management capabilities at the company, group, or individual safe level, allowing customers to configure settings such as End of Day (EOD) timing, lock delays, and user access and permissions. All of these configurations can be managed remotely, enhancing operational flexibility and security.

In addition to these management features, the portal offers the option to subscribe to email alert notifications for over 40 different events, enhancing proactive monitoring and response. Popular alerts include Missed EOD transmission, which indicates connectivity issues; Cassette % Complete for CashWizard (CW) customers, alerting them when safes are nearing capacity; and Missed Courier Pickup, which is useful for scheduling necessary off-cycle pickups. For those with SafeWizard (SW) installation, Extended Door Open alerts are particularly valuable as they help monitor employee behavior and ensure adherence to standard operating procedures by notifying when a door is left open longer than expected.

2. Access control and partitioning

The cloud allows for unparalleled customization of cloud user roles tailored to specific user needs and responsibilities. It allows for highly granular access, where users may be granted permissions to interact with an individual safe, a group of safes, all safes within a company, or even across multiple companies for partners or American Security administrators. 

For example, the treasury team can access all reports without the permissions to configure locks, which are necessary for the loss prevention team, while the IT team can monitor connectivity and IP addresses without accessing the contents of the safes. Such partitioning guarantees that each user accesses only the information and controls pertinent to their role, thereby bolstering both security and operational efficiency. 

 

Additionally, the cloud platform is single sign-on (SSO) capable, facilitating seamless user management which is particularly useful in addressing turnover and mitigating associated risks. This feature streamlines the process of adding or revoking access, ensuring that user transitions do not impact the security or functionality of the safe management system.

3. Comprehensive reporting

Comprehensive reporting is a key feature of the cloud, enabling users to access, view, and export reports directly from the cloud portal in various formats such as CSV, Excel, or PDF. These reports can be customized to be delivered daily or as required, and they can be tailored to specific needs, whether for the entire company, a group of safes, or a single safe.

The most frequently utilized reports include:

  • End of Day Report
  • Courier Pick-up Report
  • Cassette Percentage Full Report
  • Audit Report
  • Missed Courier Pickup Report

Additionally, transaction-based activity can be accessed through a REST API, an essential function for enterprise customers who wish to integrate smart safe data into their existing ERP (Enterprise Resource Planning) or BI (Business Intelligence) tools. This integration capability supports enhanced data analysis and operational efficiency across larger business systems.

The smart safe cloud in your hands

Whether you’re tweaking settings from the comfort of your office or checking up on your cash flow from halfway around the world, this platform puts the control squarely in your hands. It’s about making your life easier, your operations smoother, and your cash handling secure