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New name, same team: SquareWorks Consulting is now Charted! Learn more

Sub-Processor List

Last revised and effective as of: October 1, 2025

Sub-Processor NameProcessor ActivitiesPersonal Data Process DetailProcessing LocationScope
Amazon Web Services, Inc.Charted’s infrastructure for data storage, networking, computing to support the API associated services.Customer Name, Emails and Bank Information; Vendor Name, Emails and Bank InformationUSACharted – All Editions and Products
Veryfi, Inc.OCR Engine to scan documents as part of Charted’s products and services.Information sent to OCR provider may contain names, addresses and Email addresses. However, this information is removed from Charted’s infrastructure immediately after the process is complete.USACharted – AP Automation Suite
DwollaACH payment processing as part of Charted’s products and services.Vendor Name and Bank informationUSACharted – AP Automation Suite
CheckeeperCheck printing and mailing services as part of Charted’s products and servicesVendor Name and Remittance informationUSACharted – AP Automation Suite
RecurlySubscription BillingBusiness user data such as names, contracts, email addresses, product subscriptions and invoice data relating to customersUSACharted – AP Automation Suite
AtlassianService Desk and Content Management PlatformBusiness user data such as names, contracts, email addresses, as well as information pertaining to services performed by ChartedUSAAll Products and Services
Happy FoxService Desk and Content Management PlatformBusiness user data such as names, contracts, email addresses, as well as information pertaining to services performed by ChartedUSAAll Products and Services
Salesforce, Inc.CRMBusiness user data such as names, contracts, email addresses, product subscriptions and invoice data relating to customersUSAAll Products and Services
NetSuiteTime Tracking and BillingBusiness user data such as names, contracts, email addresses, details related to services performed and invoice data relating to customersUSAServices Only
MailchimpEmail platformCustomer Name and Emails, as well as Vendor Name and Details.USACharted – AP Automation Suite
HubSpotMarketing AutomationBusiness user data such as names, contracts, email addresses, details related to services performed and invoice data relating to customersUSAAll Products and Services
SquareWorks Consulting and Automate are now Charted

Same team. Same commitment. Now with a sharper focus and a new name — purpose-built for what’s next.