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TRUST CENTER

Built to handle your revenue data with care

ClearSync connects your Stripe billing data to HubSpot. This page covers what we access, where it’s stored, who can reach it, and what happens if something goes wrong.

Last updated: October 28th, 2026

STRIPE ACCESS

Read-only billing data

DATA LOCATION

United States (Ohio)

ENCRYPTION

TLS in transit, AES-256 at rest

DPA

Available on request

BREACH NOTICE

Within 72 hours

SOC 2

Planned start: 2027

OUR APPROACH

Security principles

Three commitments that shape how ClearSync is built and run.

Read-only billing access

ClearSync has read-only access to your Stripe billing data and writes derived metrics to HubSpot. We can’t create charges, issue refunds, change subscriptions, payment methods, or prices, or move money. The one write permission we request, Workflow Data Sharing, is used only by our optional Stripe Workflows integration.

Read-only billing access

ClearSync has read-only access to your Stripe billing data and writes derived metrics to HubSpot. We can’t create charges, issue refunds, change subscriptions, payment methods, or prices, or move money. The one write permission we request, Workflow Data Sharing, is used only by our optional Stripe Workflows integration.

Minimal data collection

We read only what’s necessary: subscription and invoice data, customer name and billing email, and the type and last four digits of payment methods. We never receive full card numbers, CVVs, full bank account numbers, or Stripe secret keys.

Minimal data collection

We read only what’s necessary: subscription and invoice data, customer name and billing email, and the type and last four digits of payment methods. We never receive full card numbers, CVVs, full bank account numbers, or Stripe secret keys.

You control your data

ClearSync does not sell, share, or monetize your customer data. You can delete your account and data at any time through self-service deletion or by emailing support@clearsync.ai. Data is purged immediately on request, or automatically 60 days after your account ends. You can also revoke our access at any time by uninstalling the ClearSync app from Stripe or HubSpot.

You control your data

ClearSync does not sell, share, or monetize your customer data. You can delete your account and data at any time through self-service deletion or by emailing support@clearsync.ai. Data is purged immediately on request, or automatically 60 days after your account ends. You can also revoke our access at any time by uninstalling the ClearSync app from Stripe or HubSpot.

DATA FLOW

What data we read and where it goes

ClearSync sits between Stripe and HubSpot. Here’s the complete picture of how data moves.

Stripe

Read-only access to your Stripe billing data: subscription IDs, status, product info, billing interval, recurring line item payments, invoice events, customer ID, customer name and billing email, and payment method type and last four digits (cards and bank accounts).

Stripe

Read-only access to your Stripe billing data: subscription IDs, status, product info, billing interval, recurring line item payments, invoice events, customer ID, customer name and billing email, and payment method type and last four digits (cards and bank accounts).

ClearSync

We calculate MRR and MRR change events from your Stripe data and store them in our database, hosted in the United States (Ohio). Data is encrypted in transit (TLS) and at rest (AES-256).

ClearSync

We calculate MRR and MRR change events from your Stripe data and store them in our database, hosted in the United States (Ohio). Data is encrypted in transit (TLS) and at rest (AES-256).

HubSpot

We write ClearSync Subscription and ClearSync Event app object records and Payment records to HubSpot, associated to your existing Company and Contact records. We create new companies and contacts only if you turn on auto-creation, and we never delete your existing HubSpot companies, contacts, or payments.

HubSpot

We write ClearSync Subscription and ClearSync Event app object records and Payment records to HubSpot, associated to your existing Company and Contact records. We create new companies and contacts only if you turn on auto-creation, and we never delete your existing HubSpot companies, contacts, or payments.

What we never access

Full card numbers, CVVs, full bank account numbers, Stripe secret keys, HubSpot private content, passwords, or any data outside the defined integration scope.

TECHNICAL SECURITY

Encryption & infrastructure controls

How data is encrypted, who can access it, and where it lives.

Encryption in transit

All data transmitted between your browser, the ClearSync service, & third-party APIs is encrypted using industry-standard TLS protocols. No data is transmitted over unencrypted connections.

Encryption in transit

All data transmitted between your browser, the ClearSync service, & third-party APIs is encrypted using industry-standard TLS protocols. No data is transmitted over unencrypted connections.

Encryption at rest

Customer data stored in ClearSync’s database is encrypted at rest using AES-256, provided by our managed database provider (Neon). The Stripe and HubSpot connection tokens we hold are also encrypted at the application level with AES-256, using keys stored separately from the database.

Encryption at rest

Customer data stored in ClearSync’s database is encrypted at rest using AES-256, provided by our managed database provider (Neon). The Stripe and HubSpot connection tokens we hold are also encrypted at the application level with AES-256, using keys stored separately from the database.

Access control

Access to the ClearSync app is managed through Clerk, with Google sign-in, email sign-in, and organization-level access controls. Organization admins decide who is invited. Production access is restricted to authorized ClearSync personnel, who use multi-factor authentication on every system that holds customer data or controls production.

Access control

Access to the ClearSync app is managed through Clerk, with Google sign-in, email sign-in, and organization-level access controls. Organization admins decide who is invited. Production access is restricted to authorized ClearSync personnel, who use multi-factor authentication on every system that holds customer data or controls production.

Logging & monitoring

The service maintains application and access logs for operational monitoring, troubleshooting, and security audit purposes. Logs are access-restricted and retained for 14 days (application logs) and 30 days (error monitoring).

Logging & monitoring

The service maintains application and access logs for operational monitoring, troubleshooting, and security audit purposes. Logs are access-restricted and retained for 14 days (application logs) and 30 days (error monitoring).

Security program

ClearSync maintains a written Information Security Policy, approved by both co-founders and reviewed at least annually. It’s available to customers and prospects on request under NDA. Everyone with access to production completes a criminal background check and annual security awareness training.

Security program

ClearSync maintains a written Information Security Policy, approved by both co-founders and reviewed at least annually. It’s available to customers and prospects on request under NDA. Everyone with access to production completes a criminal background check and annual security awareness training.

Data residency

All ClearSync processing and storage takes place in the United States (Ohio). Database backups are encrypted and kept for 2 days.

Data residency

All ClearSync processing and storage takes place in the United States (Ohio). Database backups are encrypted and kept for 2 days.

COMPLIANCE

Compliance and data protection

Our DPA is available to all customers and prospects. It covers GDPR, CCPA, EEA Standard Contractual Clauses, and UK GDPR.

EEA & UK transfers covered

EEA Standard Contractual Clauses (Module 2 & 3) and UK GDPR Addendum are incorporated by reference. Governing Member State: Netherlands.

Subprocessors disclosed

Every subprocessor is listed on this page with its location, purpose, and the data it processes. Customers with a signed DPA get at least 10 business days’ notice of changes.

Data deletion rights

Customers can request full data deletion at any time via self-service account deletion or by contacting support@clearsync.ai.

SOC 2 status

We plan to start the SOC 2 process in 2027. In the meantime, our Information Security Policy is available under NDA on request at security@clearsync.ai.

Request our DPA

Our DPA is built on the Common Paper DPA Standard Terms v1.1. Share your details and we will send it over, ready for countersignature.

Get SOC 2 updates

We plan to start SOC 2 in 2027. Sign up for updates via email.

SUBPROCESSORS

Third-party services we use

ClearSync uses the following subprocessors to deliver the service. Customers with a signed DPA will be notified at least 10 business days in advance of any additions or replacements to our subprocessor list.

Service

Location

Purpose

Data Processed

INFRASTRUCTURE THAT PROCESSES CUSTOMER DATA:

Neon (Databricks, Inc.)

Neon (Databricks, Inc.)

Location

Location

United States

United States

Purpose

Purpose

Managed relational database

Managed relational database

Managed relational database

Data Processed

Data Processed

Limited customer identifiers, subscription metadata, and derived revenue events

Limited customer identifiers, subscription metadata, and derived revenue events

Clerk, Inc.

Clerk, Inc.

Location

Location

United States

Purpose

Purpose

Authentication & identity management

Authentication & identity management

Authentication & identity management

Data Processed

Data Processed

User identifiers and access credentials for authorized ClearSync users

User identifiers and access credentials for authorized ClearSync users

Render, Inc.

Render, Inc.

Location

Location

United States

United States

Purpose

Purpose

Cloud hosting & application infrastructure

Cloud hosting & application infrastructure

Cloud hosting & application infrastructure

Data Processed

Data Processed

Limited Customer Personal Data within the Service environment during processing

Limited Customer Personal Data within the Service environment during processing

Sentry

Sentry

Location

Location

United States

United States

Purpose

Purpose

Error monitoring & performance diagnostics

Error monitoring & performance diagnostics

Error monitoring & performance diagnostics

Data Processed

Data Processed

Error logs, stack traces, and limited technical metadata (IP address, user ID)

Error logs, stack traces, and limited technical metadata (IP address, user ID)

BUSINESS AND SUPPORT TOOLS:

Microsoft Clarity

Microsoft Clarity

Location

Location

United States

United States

Purpose

Purpose

Website analytics & user experience optimization

Website analytics & user experience optimization

Website analytics & user experience optimization

Data Processed

Data Processed

Masked user interaction data (page views, clicks, scrolls), device and browser metadata, and pseudonymous user identifiers

Masked user interaction data (page views, clicks, scrolls), device and browser metadata, and pseudonymous user identifiers

Google Workspace

Google Workspace

Location

Location

United States

United States

Purpose

Purpose

Email, documents & internal collaboration

Email, documents & internal collaboration

Email, documents & internal collaboration

Data Processed

Data Processed

Customer contact details and support correspondence, including any data customers share with us

Customer contact details and support correspondence, including any data customers share with us

Stripe

Stripe

Location

Location

United States

United States

Purpose

Purpose

Payment processing & subscription management

Payment processing & subscription management

Payment processing & subscription management

Data Processed

Data Processed

Billing contact details, payment method metadata, and invoice records

Billing contact details, payment method metadata, and invoice records

HubSpot, Inc.

HubSpot, Inc.

Location

Location

United States

United States

Purpose

Purpose

CRM

CRM

CRM

Data Processed

Data Processed

Customer contact details and conversation history

Customer contact details and conversation history

Slack Technologies, LLC

Slack Technologies, LLC

Location

Location

United States

United States

Purpose

Purpose

Internal & customer communication

Internal & customer communication

Internal & customer communication

Data Processed

Data Processed

Support discussions and limited customer data shared in messages

Support discussions and limited customer data shared in messages

Linear Orbit, Inc.

Linear Orbit, Inc.

Location

Location

United States

United States

Purpose

Purpose

Issue tracking

Issue tracking

Issue tracking

Data Processed

Data Processed

Bug reports, which may include limited customer identifiers and screenshots

Bug reports, which may include limited customer identifiers and screenshots

Granola

Granola

Location

Location

United States

United States

Purpose

Purpose

Meeting notes & transcription

Meeting notes & transcription

Meeting notes & transcription

Data Processed

Data Processed

Notes and transcripts from customer support and onboarding calls

Notes and transcripts from customer support and onboarding calls

Anthropic, PBC

Anthropic, PBC

Location

Location

United States

United States

Purpose

Purpose

AI assistant for engineering & support

AI assistant for engineering & support

AI assistant for engineering & support

Data Processed

Data Processed

Source code, support correspondence, and limited customer data shared with the assistant; not used for model training

Source code, support correspondence, and limited customer data shared with the assistant; not used for model training

RESPONSE & CONTACT

Incident response and contact

How we respond to security events, and how to reach us.

INCIDENT RESPONSE TIMELINE

Within 1 business day

We acknowledge receipt of any reported vulnerability or security concern.

Within 2 business days

Initial severity assessment completed and communicated.

Within 72 hours

From becoming aware of a breach, affected customers are notified with what we know so far, including the categories of data involved and recommended next steps. Updates follow as the investigation continues, per our DPA and GDPR Article 33.

CONTACT

Security & privacy

For security reviews, compliance questions, and vulnerability reports, email security@clearsync.ai.

Security & privacy

For security reviews, compliance questions, and vulnerability reports, email security@clearsync.ai.

General support

For everything else, email support@clearsync.ai.

General support

For everything else, email support@clearsync.ai.

Mailing address

ClearSync, Inc. 125 Mt. Auburn St. #380773 Cambridge, MA 02238, USA

Mailing address

ClearSync, Inc. 125 Mt. Auburn St. #380773 Cambridge, MA 02238, USA