Version 1.0Effective September 7, 2026Canonical text (.md)
On this page
  1. A. Infrastructure — always in use
  2. B. Optional — engaged only when a feature is enabled
  3. C. Connected Services — your systems, at your direction (not subprocessors)
  4. D. Other third parties your browser may contact
  5. Change log

Bucketize Subprocessors

Last updated September 7, 2026

This page lists the third parties that process Customer Data on our behalf (subprocessors) under our Data Processing Addendum, what each one does, and where it is. It is split into infrastructure that is always in use, and services that are engaged only when your organization enables a feature. A third group — systems you connect — is listed for completeness even though those are not subprocessors: they are your own vendors, acting under your agreements with them, and data flows from them into Bucketize at your direction.

How you'll hear about changes. We give organization administrators at least 30 days' notice by email before a new or replacement subprocessor processes Customer Data, and we update this page and its change log at the same time. To add another contact to the notification list, email legal@bucketize.org.

A. Infrastructure — always in use#

SubprocessorWhat it does for BucketizeData it processesLocation
Cloudflare, Inc.Edge network, TLS termination, application runtime (Workers), static hosting, scheduled jobsAll requests to the Service, in transitUnited States (global edge; requests are processed at the location nearest the user)
Supabase, Inc.Managed PostgreSQL database, authentication, SAML single sign-onAll Customer Data and account data, at restUnited States — AWS us-east-1 (Virginia)
Resend, Inc.Transactional email delivery (invitations, approval requests, reminders, digests, authentication emails)Recipient email addresses and message contentsUnited States
Envoi (envoi.work)Fallback email delivery, used only if the primary provider is unavailableRecipient email addresses and message contentsUnited States
Functional Software, Inc. (Sentry)Error monitoring, performance tracing, sampled session replay (text, inputs and media masked client-side)Error and diagnostic data; user identifiers where present in an error; masked replaysUnited States

B. Optional — engaged only when a feature is enabled#

SubprocessorFeatureData it processesTrainingRetentionLocation
Anthropic, PBCAI assistant (default model provider)Budget structures and amounts, change history including the names or emails of users who made changes, the questions users ask, and the organization's display nameProhibited by contractRequests deleted within 30 days; zero-retention offered where available to usUnited States
OpenAI, L.L.C.AI analysis, AI-assisted import of spreadsheets and contracts, AI invoice matching, vendor summariesBudget digests including line owners' names, uploaded spreadsheet headers and sample rows, text extracted from uploaded contracts, invoice vendor names and GL codesProhibited by contract (API terms)Requests deleted within 30 days; zero-retention offered where available to usUnited States
Calendly LLCDemo scheduling on our marketing site onlyContact details of people who book a demo (not Customer Data)n/aPer Calendly's policyUnited States

If your organization turns AI features off, no data is sent to Anthropic or OpenAI. If your organization configures its own model-provider key (bring-your-own-key), requests from your organization are made under your own agreement with that provider rather than ours.

C. Connected Services — your systems, at your direction (not subprocessors)#

ServiceDirectionWhat flowsGoverned by
BILL (Bill.com)Into BucketizeInvoices, vendors, GL accounts, approver names and emailsYour agreement with BILL
NetSuite (Oracle)Into BucketizeVendor bills, expense lines, chart of accounts, approver names and emailsYour agreement with Oracle
GreenhouseInto BucketizeOpen job requisitions and their planned compensation bands (no candidate data)Your agreement with Greenhouse
FinchInto BucketizeEmployee roster, titles, departments, start/end dates, annualized salary, and monthly gross pay and employer cost from payrollYour agreement with Finch
IroncladInto BucketizeContract records, counterparties, values, dates and attachmentsYour agreement with Ironclad
Okta or another SAML identity providerInto BucketizeUser identity at sign-in; deprovisioning events (the deprovisioned user's email)Your agreement with your identity provider

Bucketize reads from these systems; it does not write to them. Disconnecting a service in your settings revokes our access.

D. Other third parties your browser may contact#

  • open.er-api.com — a public exchange-rate service your browser queries directly when you view amounts in a currency other than U.S. dollars. It receives no data other than the request itself (including your IP address, as with any web request).

Tooling that does not process Customer Data — source control, continuous integration and secrets management — is not listed here.


Change log#

  • 2026-09-07 — First published list.