Etropo

Etropo is marketing budget software. Customers trust it with budget plans, spend actuals and the account data of the people who manage them.

Security, reliability, privacy and compliance are part of how we build and run Etropo, from the first design to daily operations.

This page shows how we protect customer data, in terms you can check. It lists every control with its status, the vendors that process customer data and the policies we follow.

Subprocessors

Vendors Etropo sends customer data to in order to run the service. Each entry names the purpose, the data sent and where it is processed. Additions are announced on the Updates page before they take effect; the Third-Party and Vendor Management Policy describes how vendors are chosen and reviewed.

Subprocessors (16)

  • Vercel • Application hosting

    Germany (Frankfurt, functions), USA (control plane), global edge network

    Runs the web application and API, builds and deploys every release, serves static assets from its edge network, and provides the AI Gateway through which model requests are routed.

    Data processed
    All application traffic in transit, function logs, environment configuration. Budget data passes through; it is stored in Supabase.
    Website
    vercel.com
    DPA
    Data processing agreement
  • Supabase • Database, authentication, storage

    Germany (AWS eu-central-1, Frankfurt)

    Hosts the PostgreSQL database, authentication (passwords, sessions, two-factor), file storage and daily backups.

    Data processed
    All customer data: budgets, line items, actuals, comments, organisation and user records, encrypted integration tokens.
    Website
    supabase.com
    DPA
    Data processing agreement
  • Amazon Web Services • Infrastructure (via Supabase)

    Germany (AWS eu-central-1, Frankfurt)

    Underlying cloud for the Supabase database and storage.

    Data processed
    Same as Supabase, encrypted at rest.
    Website
    aws.amazon.com
  • Stripe • Payments

    USA

    Subscription billing, card processing and the customer billing portal.

    Data processed
    Billing contact name and email, payment method (held by Stripe only), subscription and invoice records.
    Privacy policy
    stripe.com
    DPA
    Data processing agreement
  • Anthropic (via Vercel AI Gateway) • AI model provider

    USA

    Powers AI Budget Buddy, dashboard building, Marketing Brain and the Slack and Teams assistants (Claude Opus 5.5 and Claude Haiku 5.5).

    Data processed
    The content of a user’s question and the budget data the user is allowed to see, when the user asks; for organisations with Budget Buddy enabled, also budget line-item names (daily) and Marketing Brain entries (weekly) from two scheduled jobs. Not used for model training under the API terms.
    Privacy policy
    anthropic.com
    DPA
    Data processing agreement
  • OpenAI • AI model provider

    USA

    Analyses uploaded spreadsheets (CSV, XLSX) when a customer imports a budget file.

    Data processed
    The uploaded file and the structure extracted from it, sent only when a user imports a file. Not used for model training under the API terms.
    Privacy policy
    openai.com
    DPA
    Data processing agreement
  • Mistral AI • AI model provider

    France

    Text extraction (OCR) from PDF invoices a customer uploads or forwards by email.

    Data processed
    The uploaded PDF, sent only when a user submits one.
    Website
    mistral.ai
    DPA
    Data processing agreement
  • Resend • Transactional email

    USA

    Sends sign-up, invitation, notification and trial emails; receives invoice emails forwarded to a customer’s inbound address.

    Data processed
    Email addresses, names, email content including forwarded invoices.
    Privacy policy
    resend.com
    DPA
    Data processing agreement
  • Upstash • Rate limiting

    Germany (AWS eu-central-1, Frankfurt)

    Redis store for rate-limit counters and short-lived chat state for the Slack and Teams assistants.

    Data processed
    User and organisation identifiers, IP addresses as rate-limit keys, conversation state for the chat assistants. No budget content.
    Website
    upstash.com
    DPA
    Data processing agreement
  • Cloudflare • Bot protection

    Global

    Turnstile challenge on sign-in and sign-up.

    Data processed
    Browser and request metadata needed to tell a person from a bot.
    Website
    cloudflare.com
    DPA
    Data processing agreement
  • Sentry • Error monitoring

    Germany

    Captures application errors and performance traces; replays a 10% sample of sessions, and every session with an error, with text masked.

    Data processed
    Error stack traces, request metadata, user identifier, IP address.
    Website
    sentry.io
    DPA
    Data processing agreement
  • Mixpanel • Product analytics

    USA

    In-app product analytics and session replay used to understand how features are used and to diagnose problems.

    Data processed
    User and organisation identifiers, page and feature events, session recordings of the application interface with all text and typed input masked (the organisation name entered at sign-up excepted).
    Privacy policy
    mixpanel.com
    DPA
    Data processing agreement
  • Segment (Twilio) • Analytics pipeline

    USA

    Server-side event collection that feeds product analytics and marketing attribution.

    Data processed
    User identifier, email, organisation identifier, product events.
    Privacy policy
    segment.com
    DPA
    Data processing agreement
  • Intercom • Customer support

    USA

    In-app support messenger and help conversations.

    Data processed
    Name, email, organisation, conversation content and anything a customer attaches to a conversation.
    Privacy policy
    intercom.com
    DPA
    Data processing agreement
  • Linear • Issue tracking

    USA

    Bug reports submitted from inside the application are created as issues for engineering.

    Data processed
    Reporter email, report text and any screenshot attached to the report.
    Privacy policy
    linear.app
    DPA
    Data processing agreement
  • Braintrust • AI observability

    USA

    Traces every AI call the application makes (Budget Buddy chat and the Slack/Teams bot, dashboards, spreadsheet and invoice analysis, Marketing Brain jobs) so answer quality can be evaluated.

    Data processed
    The prompt, tools used and output of each call: chat messages, the budget data included in the request, line-item names, extracted invoice text and the content of uploaded files. An organisation can ask to be excluded from tracing.
    Privacy policy
    braintrust.dev
    DPA
    Data processing agreement

Customer-connected integrations (9)

These receive data only after an admin in your organisation connects them, and stop when the connection is removed. They are listed for transparency; strictly, they are services you choose rather than Etropo subprocessors.

  • Google (Ads, Sheets, sign-in) • Advertising data, spreadsheet sync, identity

    USA and global

    Imports ad spend from Google Ads, syncs budgets to Google Sheets, and signs users in with a Google account.

    Data processed
    Ad account spend; the budget rows written to a sheet; the Google account email on sign-in.
    Privacy policy
    policies.google.com
  • LinkedIn • Advertising data

    USA

    Imports ad spend from LinkedIn Campaign Manager.

    Data processed
    Ad account spend.
    Privacy policy
    linkedin.com
  • Meta • Advertising data

    USA

    Imports ad spend from Meta Ads.

    Data processed
    Ad account spend.
    Privacy policy
    facebook.com
  • TikTok • Advertising data

    USA and Singapore

    Imports ad spend from TikTok Ads.

    Data processed
    Ad account spend.
    Privacy policy
    tiktok.com
  • Slack • Chat assistant and notifications

    USA

    AI Budget Buddy in Slack, line-item owner reminders and budget notifications.

    Data processed
    Messages exchanged with the assistant, Slack user identifiers, the budget data a user asks about.
    Privacy policy
    slack.com
  • Microsoft (Teams) • Chat assistant and notifications

    USA and global

    AI Budget Buddy in Microsoft Teams and budget notifications through the Bot Framework.

    Data processed
    Messages exchanged with the assistant, Teams user identifiers, the budget data a user asks about.
    Privacy policy
    privacy.microsoft.com
  • Notion • Budget sync

    USA

    Mirrors a budget version into a Notion database.

    Data processed
    The budget rows written to Notion.
    Privacy policy
    notion.so
  • HubSpot • CRM and AI agents

    USA

    Exposes AI Budget Buddy tools to HubSpot Breeze agents and the HubSpot MCP app.

    Data processed
    Budget answers returned to the HubSpot user; HubSpot user and portal identifiers.
    Privacy policy
    legal.hubspot.com
  • Attio • CRM

    USA / EU

    CRM integration connected by the customer.

    Data processed
    The records the customer chooses to sync.
    Privacy policy
    attio.com