Monolith Consulting — CoreFlow OS

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Sub-processors

Last updated 2026-10-23 · We'll email tenant admins at least 30 days before adding a new sub-processor that processes customer data.

CoreFlow OS uses the following third-party services to operate. Each one only sees the data category listed in the table; entries marked "gated" require an explicit tenant-level opt-in (analytics consent, OAuth connect, etc.).

ServicePurposeData categoriesRegionRetention
Supabase (Postgres + Auth + Storage)Primary data store, authentication, file storage for exportsAllUSUntil tenant deletion + 60d billing-records retention
StripeSubscription billing, payment processing, tax calculation, invoicingBilling identity, payment card metadata, invoice line itemsUSPer Stripe's data-retention policy (typically 7 years for financial records)
Anthropic (Claude)LLM completions for Aria chat, comms classifier, meeting profile generatorPrompts (including any customer text in context), no PII training opt-inUSPer Anthropic API Terms (no training on API inputs by default; 30-day operational retention)
OpenAI (text-embedding-3-small)Embeddings for semantic-memory RAGSource text (chat logs, inbox messages, initiative artifacts) at index timeUSPer OpenAI API Terms (30-day operational retention; no training on API inputs)
ResendTransactional email (signup magic links, billing notices, new-device alerts, RTBF confirmations)Recipient email address, email body contentUSPer Resend's logs retention (90 days at the time of writing)
PostHog (US Cloud)
🛡️ Tenant-level opt-in via organizations.analytics_consent
Product analytics, event tracking, retention/funnel analysisAnonymized event names + properties; user.id as distinct_id (no email/name)USPer tenant retention policy in PostHog (12 months default)
SentryError tracking and performance monitoringStack traces, request metadata (route, method, status); user.id when logged inUSPer Sentry's plan (90 days at the time of writing)
Microsoft Graph
🛡️ Per-tenant OAuth connect via Settings → Integrations
Outlook (mail + calendar + tasks) integrationEmail metadata + content, calendar events, tasks (only what user grants via OAuth scope)US/EU (per Microsoft's data residency)Cached in CoreFlow per tenant retention; original data stays in customer's Microsoft tenant
Google Workspace (Gmail, Calendar, Tasks)
🛡️ Per-tenant OAuth connect via Settings → Integrations
Google Workspace integration for email, calendar and task syncEmail metadata + content, calendar events, tasks (only what the user grants via OAuth scope)US/EU (per Google's data residency)Cached in CoreFlow per tenant retention; original data stays in the customer's Google account
DigitalOcean (Gradient AI inference)
🛡️ Platform-level inference backend selection
OpenAI-compatible LLM inference backend for Aria chat when configuredPrompts (including any customer text in context); no training on API inputsUSPer DigitalOcean's API terms (operational logs only)
Plaid
🛡️ Per-tenant bank connect via CFO → Bank Feed
Bank account connections and transaction feeds for the CFO workspaceInstitution and account identifiers, account names/types, masked account numbers, currencies, balances and transaction details (only authorized linked accounts)USPlaid retains information under its End User Privacy Policy. CoreFlow preserves imported bookkeeping records after bank disconnection; verified deletion requests and retention targets are described in /privacy#retention.
Nylas
🛡️ Per-tenant connect via Settings → Integrations (not enabled by default)
Optional email/calendar connector for providers without a direct OAuth integrationEmail metadata + content, calendar events (only what the user grants)USPer Nylas's privacy policy; cached in CoreFlow per tenant retention
Merge.dev
🛡️ Per-tenant connect via Settings → Integrations (not enabled by default)
Optional unified connector for CRM and accounting systemsContacts, companies, deals and accounting records from the systems the tenant linksUSPer Merge's privacy policy; synced records cached per tenant retention
VercelApplication hosting, edge network, deployment platformRequest metadata (IP, user-agent), application logsUS (primary); edge nodes globally30 days for request logs

Object to a sub-processor

Tenant admins can object to a new sub-processor on reasonable grounds. Email admin@monolithdata.com within 30 days of notification. Per the DPA §5, we'll work with the tenant to find a path forward; if none exists, you may terminate per the Agreement.