Provider transparency

Services that may support customer workflows.

Providers are classified by their role. Customer-directed integrations only process data when a customer enables or uses the relevant connection.

AI zero-data-retention configurations are still being verified. Cellect does not claim ZDR until the relevant account and endpoint settings are evidenced.

Anthropic

Commercial language-model API processing

Data: Prompts and selected customer content required for enabled AI workflows

Retention note: Standard commercial API retention may be up to 30 days; ZDR is not currently claimed.

subprocessorUnited States / provider infrastructure

Google

Gemini API processing, Workspace integration, maps, and identity services

Data: Prompts, selected documents or images, account identity, and customer-directed Workspace data

Retention note: Paid Gemini services prohibit training on prompts and responses; ZDR configuration is under review.

subprocessorGlobal provider infrastructure

OpenAI

Commercial language-model and embedding API processing

Data: Prompts and selected customer content required for enabled AI workflows

Retention note: API data is not used for training by default; abuse-monitoring retention may be up to 30 days.

subprocessorUnited States / provider infrastructure

Microsoft

Microsoft 365, SharePoint, email, and federated identity integration

Data: Customer-directed documents, email metadata and content, and account identity

customer-directed integrationCustomer-selected Microsoft region

Intuit QuickBooks Online

Accounting system integration

Data: Customer-directed accounting, vendor, transaction, and entity records

customer-directed integrationIntuit provider infrastructure

AppFolio Investment Manager

Investor and fund-accounting integration

Data: Customer-directed investor, fund, position, contribution, and distribution records

customer-directed integrationAppFolio provider infrastructure

Resend

Transactional email delivery

Data: Recipient email address and notification content

subprocessorProvider infrastructure

PostHog

Product analytics when enabled

Data: Usage events configured by Cellect; sensitive financial fields are not intended for analytics

subprocessorConfigured PostHog region

Slack

Customer-directed operational notifications and review workflows

Data: Selected notifications and workflow context

customer-directed integrationSlack provider infrastructure

Cellect-managed infrastructure

Fi application hosting, database, document storage, authentication, and secrets

Data: Fi customer and system data

infrastructure providerNew Jersey, United States