Retool for Financial Operations
Manage risk and compliance faster with custom tools
Retool is a fast way to build custom tools for financial operations. Companies like Ramp, Plaid, and Coinbase use Retool to onboard users, monitor transactions, and more.
Consolidate financial data into one view and automate manual steps
Upgrade from spreadsheets and manual processes. Build Retool apps to securely manage risk, investigate cases, and monitor users.
Simplify identity verification
Stay compliant with streamlined Know Your Customer (KYC) workflows. Retool securely surfaces any of your internal data and vendor APIs into one view so you can act faster.
Monitor and prevent fraud
Create a consolidated hub to fight fraud and enable AML compliance with fewer false-positives and manual reviews. As users and transactions scale, you can easily update the interface to match any new process.
Get and stay compliant
Give your teams the power to respond and comply with new regulations in real-time. Retool apps require less engineering time to build and can be deployed in your own infrastructure (VPN/VPC).
Speed up sensitive operations
Consolidate any financial operation into secure and safe interfaces for your teams. Built-in permissions and security make it easy to handle sensitive data and workflows.
Streamline every financial operation
Retool gives you the power, nuance, and security you need for custom tools with the speed that your business needs to operate. The result: you can build apps for nearly every financial operation to run and grow your business.
Build secure tools for your financial operations 10x faster
Stay ahead of regulations, fraud, and market demands. Retool helps you respond to changes faster with accelerated development, streamlined workflows, and reduced maintenance.
Build custom apps in hours, not weeks
Drag and drop 100+ pre-built UI components like tables and forms into any interface your business needs. Write JavaScript anywhere to add custom functionality without limits.
Connect any data in seconds
Remove data silos by reading and writing to any database, API, or app like Salesforce or Slack with Retool. See all integrations.
Reduce your maintenance and iteration costs
Ship the apps and updates your teams need with faster iteration cycles. Retool lets you build and iterate collaboratively without having to bring in a team of designers and frontend engineers.
Trusted by the best in financial services
More than 8000 companies use Retool to save engineering time and help teams operate more efficiently.
Plaid made their workflows for support teams 80% faster with Retool
Brex reduced the amount of code they had to write to ship custom tools by 75%
Ramp saved $8M in costs across the company by improving the efficiency in engineering and operations
Coinbase modernized the way it builds apps to deliver solutions faster
The work our engineers have been able to do with Retool supports our goals, has made meaningful contributions to supporting our customers, and has high ROI from the engineering efforts invested so far.
Retool has been critical for our ops from the start, and is the reason we’re able to scale so quickly. Anything operations or sales wants is built instantly in Retool, instead of in weeks with actual code. And the on-prem version with access controls + audit logs makes it easy to meet our compliance requirements.
We like Retool a lot because you don't necessarily need a computer science degree to make changes. Retool gives you at least 10-20% improvement to operational efficiency.
Retool changes the unit economics of building. Tooling problems can be eliminated by one engineer in hours with Retool. Within 2 months, the time we spent on business interruptions fell below 8% from 75%. With Retool, we’ve saved over $1M in engineering capacity to focus on improving our product experience.
The work our engineers have been able to do with Retool supports our goals, has made meaningful contributions to supporting our customers, and has high ROI from the engineering efforts invested so far.
Build your first custom tool in hours, not weeks
Granular access control & audit logs
Self-hosted deployment
Revision history via Git
SAML SSO & 2FA
SOC 2 Type II Compliant
Granular access control & audit logs
Self-hosted deployment
Revision history via Git
SAML SSO & 2FA
SOC 2 Type II Compliant