Case Study: Moneytree scales 25+ core processes and centralizes workflows with monday.com

How monday.com became the solution for more than 25 core processes at Moneytree

Moneytree is a Tokyo-based fintech founded in 2012 that aggregates consumers’ and small businesses’ financial data into one secure platform. As the team grew beyond 25 people, startup chaos and a string of one-off tools left workflows fragmented, onboarding difficult, and critical information trapped in email—while regulatory requirements from Japan’s Financial Services Agency heightened the need for secure, auditable processes.

Moneytree adopted monday.com company-wide as a single, customizable work hub—creating boards, automations, and integrations to capture knowledge, manage handoffs, and track more than 25 core processes. The platform’s permissions, activity logs and two‑factor authentication helped meet FSA security requirements, improved transparency across teams, and scaled with the company to support 100+ employees, faster onboarding, and better decision-making.

Moneytree

Paul Chapman

Chief Executive and Co-Founder