Case Study: Treasure Financial saves $1M in engineering time with Retool

How Treasure Financial saved $1M in engineering time with Retool

Treasure Financial is a cash management platform that helps businesses earn yield on idle cash, but its engineering team was being pulled away from roadmap work by a flood of ad hoc internal requests. The company needed a faster, more scalable way to handle manual tasks like data pulls, customer updates, and reporting without constantly interrupting engineers. Retool was the internal tools platform they evaluated to address this bottleneck.

Using Retool, Treasure Financial built self-serve dashboards for finance, operations, and customer success, plus a rules engine app for event-based notifications and workflows. The result was a dramatic drop in engineering interruptions from 75% of capacity to under 8% within two months, and the company says it saved over $1M in engineering time. Retool enabled Treasure Financial to automate recurring requests, reduce maintenance burden, and free engineers to focus on customer-facing product development.

Treasure Financial

Matthew Clower

Chief Technology Officer