Coming Soon
  • Forecast Model Expansion In Progress
    Coming: Q2, 2026

    Expansion of forecast models for C3 Financial to choose from in order to best fit client data to an accurate prediction.

  • Automation Enhancements for Approvals In Planning
    Coming: Q3, 2026

    * Auto Approve Workflows driven by client specific time

    * Auto appove within variance only


  • Custom Dashboard Creation In Planning
    Coming: Q4, 2026

    Users can build their own dashboard(s) using an available menu of widgets.

 Recent Updates
  • 2026 — Q1
    Upcoming Order Date Display as of Jan 29

    Order dates can occasionally shift due to holiday/closure adjustments. To improve visibility, the upcoming Order Date is now displayed on the Orders & Deposits page next to the Create New Order button.

    New file layout: Cash Contents Device Report as of Jan 29

    A new file layout template has been added for cash device reporting. The Cash Contents Device Report, commonly used with Fiserv Integrated Teller and often containing recycler data, is now supported in our layout library.

  • 2025 — Q4
    Advanced GL Feature as of Dec 4

    An assignable feature to associate one or multiple GL's to a cost center. Initial design will supoort reporting of cash on hand against cash orders, cash deposits and in transit funds to Fed for clearing.

    Alert: 'No Deposit Created' as of Dec 4

    Admin teams can configure the trigger time and days of week to review Deposits not created on there expected create date

    Central Vault Dashboard as of Dec 4

    Help user teams understand how cash requests impact the projected ending balance of the vault inventory.

     

     

    Knowledge Base Articles

    Central Vault Dashboard

    Titan Armored Order File Integration as of Oct 30

    Clients that create cash orders directly with Titan Armored will now have these orders transmitted directly from C3 Financial.

    Order File Inegration First National Bankers Bank (FNBB) as of Oct 23

    Clients that utilize FNBB as a coin and currency provider/intermediary will have cash ordering integrated within C3 Financial.

    Recycling ATM's for Optimal Forecasting as of Oct 22

    Updating the ability to flag an ATM as Cash Recycling. Doing so, updates the business logic used to calculate daily demand and provide a better forecast.

  • 2025 — Q3
    Dynamic Order Scheduling as of Sep 11

    Clients that have flexability with their transportation to create 'on demand' deliveries benefit from a location specific re-order point. This initiative allows for the creation of a service schedule for 3->21 days and flagged as dynamic. The schedule will create a new order based upon a location/device specific threshold of residual target.

    Knowledge Base Articles

    Details - ATM/ITM Dynamic Service Schedule

    Report: 'Residual Detail' as of Sep 11

    ATM/ITM that are cassette swaps are shown in a table view. THe view displays the service date, order amount, guidance order amount and ensuing residual balances and percentages by actual and forecasted.

    Knowledge Base Articles

    Residual Detail

    Report: 'Closure Factor Settings' as of Sep 11

    A configuration report to help Admin teams understand how their locations are configured for closures such as weekends or holidays. More importantly to understand how the service days are updating to accomodate known closures.

    Knowledge Base Articles

    Closure Factor Settings

    Release Update v.4.24.1 as of Aug 7

    1. CENTRAL REQUSITIONS: Updated the sorting of column 'Requested Amount'

    2. Central Vault: Resolved issue for viewing historical detail on a Deposit for Activity to Vault and Expected Demand

    3. Central Vault Guidance: Resolved issue when locations associated to vault used an order condtion that was not Guidance.

    4. Suggested Cash Point Fills: Updated table to reflect suggested fill in Total row. Resolved issue that prevented display of the Cashpoint ID#

    5. Bulk Service Schedule: Resolved issue with display of multiple instituions via Bulk Action and service schedule assignment.

    6. ATM/ITM: Updated configuration to handle recycling capabilities of machine (initial task, future work to business logic planned)

    7. Central Requsiitions Page: Updated grid for Select All rows. Removed rules that prevented $0 orders and Deposits from selection.

    Reporting 'Suggested Cash Fills by Cash Point' as of Jul 24

    A Cash Point often is an endpoint within a branch that holds cash. Common examples are ITM's , In Wall ATM's, Recyclers, Teller Drawers, Vaults and Cash Dispensing Machines.

    This report is designed to be subscribed to, so that it is delivered to branch teams responsbile for maintaing specific cashpoints. The report allows the user to select a location(s), cash point type, and service period (ex: 3 day, 7 days, 10 days, 14 days, etc).

    The report display's current cash balance, average daily demand as well as expected demand to help the user create an optimal cash add.

  • 2025 — Q2
    Axiom Order File Integration as of May 22

    Users can approve orders in C3 Financial and have them sent directly to Axiom.

    Preview Service Schedule Enhancement as of May 22

    An expansion on our capabilities to have multiple service schedules for a location. Users may now select a schedule a preview the current two years of Order Dates, Service Dates and Closure Adjustments for holidays/closed days. 

    Knowledge Base Articles

    Service Schedule Preview

  • 2025 — Q1
    Service Schedule Configuration Enhancement as of Mar 27

    Clients may have a different schedule for creating orders or deposits. Furthermore, clients may have unique rules and schedules for ordering and depositing coin. This enhancement will support multiple schedules by event type which in turn, allows all scenarios to be automated.

    Order Integration to Midwest Independent Bankers Bank (MIB) as of Mar 27

    Order file integration to Midwest Independent Bankers Bank to eliminate manual order entry.

    Forecasting Enhancement as of Feb 9

    Deepening the abilities to forecast and train numerous models to account for client and location specific events.