Subprocessors
To provide our services, we work with a small set of trusted third-party providers ("subprocessors") that process personal data on our behalf. This page lists those providers and what they do. We keep it current as our providers change.
Last updated: August 1, 2026
Cloud Hosting & Storage
Run our infrastructure and store application data and user uploads (such as receipts and statements).
| Provider | Purpose | Location |
|---|---|---|
| Amazon Web Services (AWS) | Cloud hosting, database and cache infrastructure, and secure file storage/delivery (S3 and CloudFront) for user uploads. | United States |
Analytics & Product Insights
Help us understand website and product usage so we can improve the experience. Loaded only with your consent where required.
| Provider | Purpose | Location |
|---|---|---|
| Google (Tag Manager & Analytics) | Website and product usage analytics, including page views, feature interactions, and technical data such as IP address and device information. | United States |
Error & Performance Monitoring
Detect, diagnose, and fix errors and performance problems in our applications.
| Provider | Purpose | Location |
|---|---|---|
| Sentry | Application error and performance monitoring. Receives technical diagnostics, IP address, and account identifiers (such as user ID and email) attached to error events. | United States |
Messaging & Notifications
Deliver push notifications and account alerts you have chosen to receive.
| Provider | Purpose | Location |
|---|---|---|
| OneSignal | Push notifications and account alerts. Uses a push subscription identifier linked to your account and may access device-level signals to deliver notifications. | United States |
Payment Processing
Process subscription payments securely. We do not store full payment card numbers on our servers.
| Provider | Purpose | Location |
|---|---|---|
| Stripe | Subscription billing and payment processing, including storage and handling of payment card data. | United States |
Financial Data Aggregation
Let you securely connect your financial accounts using encrypted, read-only connections. Your banking credentials are never stored by us.
| Provider | Purpose | Location |
|---|---|---|
| Plaid | Securely connect bank, card, loan, and investment accounts to retrieve balances and transaction history with read-only access. | United States |
| Teller | Securely connect financial accounts to retrieve balances and transaction history with read-only access. | United States |
AI Providers
Power optional AI features such as AI chat and insights. AI features are optional and only process data when you use them.
| Provider | Purpose | Location |
|---|---|---|
| Google (Gemini) | Generate responses for optional AI features using the financial data you submit (such as summaries, transactions, and uploaded documents). Your data is not used to train foundation models. | United States |
Maps & Location Services
Support optional address entry and lookup within the product.
| Provider | Purpose | Location |
|---|---|---|
| Google Maps Platform | Address autocomplete and lookup when you add or edit account or profile details. | United States |
How we use subprocessors
- We share only the data each provider needs to perform its function, and we require them to protect it under written agreements.
- We do not sell your personal or financial data, and we do not share it for cross-context behavioral advertising.
- Non-essential analytics load only after you consent (where consent is required), and we honor Global Privacy Control (GPC) signals.
- For details on how we handle your data, see our Privacy Policy.
Questions About Our Providers?
Reach our privacy team and we will be glad to help.
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