Privacy Policy

1. Overview

Aurum Labs is a business name used by Rick Lindner. This Privacy Policy describes how Rick Lindner, operating under the Aurum Labs name (“Aurum Labs,” “we,” “us,” or “our”), handles information in connection with Aurum Labs websites, software, integrations, automation tools, analytics, and related services (collectively, the “Services”).

The Services are primarily intended for business use. By using the Services, you acknowledge the practices described in this policy.

2. Information we may collect

A. Information you provide directly

We may collect information you provide, such as:

• Name and email address
• Company or organization name
• Business contact information
• Support and other communications you send us
• Settings, preferences, and configuration data

B. Data received through authorized integrations

When you or your account administrators authorize an integration, we may receive data from connected business applications. Examples of integrations may include QuickBooks Online / Intuit, HubSpot, Microsoft 365, and other customer-authorized business applications.

Depending on the integration, permissions granted, and features you request, data may include:

• Customers, vendors, contacts, and companies
• Deals, invoices, bills, payments, and related accounting records
• CRM records, properties, activities, and transaction metadata
• Files, documents, and attachments
• Email metadata or content where you explicitly authorize such access
• User or account identifiers
• Workflow, configuration, and synchronization data

Actual access depends on the specific integration used, the permissions or scopes granted, and the functionality you request. We do not claim access beyond what you authorize.

3. How information is used

We use information as reasonably necessary to:

• Provide, operate, and maintain the Services
• Synchronize systems and perform requested automation
• Analyze and classify records
• Identify exceptions and possible data-quality issues
• Generate reporting and analytics
• Troubleshoot, secure, and support the Services
• Improve service functionality
• Meet legal, contractual, or compliance obligations

4. AI-assisted processing

Some features may use artificial intelligence or machine-learning service providers. Where those features are enabled, data may be processed by those providers only as reasonably necessary to perform the requested functionality, subject to applicable provider terms and security controls.

We do not use customer information to train public or general-purpose AI models unless that use is separately disclosed and authorized.

5. Third-party service providers

We do not sell personal information.

We may share information as reasonably necessary with service providers and other parties, including:

• Hosting and infrastructure providers
• Database and storage providers
• Authentication and security providers
• Monitoring and logging providers
• AI or model providers used to deliver requested features
• Connected applications at your direction
• Professional advisers
• Legal or governmental authorities where required by law

6. Third-party integrations

Integrations may use OAuth or other authorized connection mechanisms. Aurum Labs requests and accesses only the permissions reasonably needed for the functionality you request. Users and account administrators control authorization, and access can typically be revoked or disconnected through the Services or the third-party provider.

Third-party providers have their own privacy policies and terms. Disconnecting an integration prevents future authorized access, subject to any information we may retain in backups, logs, or audit records as described in this policy.

7. QuickBooks Online / Intuit data

Where you authorize a QuickBooks Online connection, Aurum Labs accesses only data allowed by the granted authorization and scopes. QuickBooks-originated data may be used for synchronization, analysis, reporting, automation, accounting data-quality review, workflow execution, and other user-requested functionality.

Authentication tokens and credentials are protected using reasonable security controls. Authorized users can disconnect or revoke access. QuickBooks-originated data is not sold and is not used for unrelated advertising.

References to QuickBooks, Intuit, or related marks do not imply sponsorship, endorsement, certification, partnership, or marketplace listing by Intuit or its affiliates.

8. HubSpot data

Where you authorize HubSpot access (for example via OAuth, a private app, or other API credentials), Aurum Labs may process CRM data such as contacts, companies, deals, properties, activities or engagements, related records, webhooks, and configuration data as needed for synchronization, analytics, automation, and other requested functionality.

Access is intended to follow least-privilege principles based on the permissions granted. Authorized users can revoke or disconnect HubSpot access. HubSpot names and marks do not imply HubSpot certification, endorsement, or partnership.

9. Microsoft 365 / email data

Where a customer explicitly authorizes Microsoft 365, email, or related access, Aurum Labs may process messages, metadata, attachments, or related information only as necessary for the requested automation or workflow. This does not imply blanket mailbox access beyond the permissions you grant.

10. Data retention

We retain information only as long as reasonably necessary to operate the Services, provide support, maintain audit and security records, meet contractual or legal obligations, and resolve disputes. Some information may remain temporarily in backups or logs after primary deletion. You may request deletion where applicable; see our Data Deletion page.

11. Security

We use reasonable safeguards appropriate to the nature of the Services, which may include:

• Encryption in transit
• Credential and token protection
• Access controls and least-privilege practices
• Environment separation where appropriate
• Logging and monitoring
• Secure hosting

No technical system can guarantee absolute security. We encourage strong account hygiene and prompt revocation of access when team members leave or integrations are no longer needed.

12. Your choices and rights

Depending on applicable law and your relationship with us, you may:

• Request access to, correction of, or deletion of information where applicable
• Disconnect or revoke integrations
• Opt out of marketing communications where those apply

To submit a request, email rick@aurumlabs.dev or visit our Data Deletion page.

13. Business users and children

The Services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children under 13.

14. International processing

Service providers may process information in the United States or other jurisdictions, subject to applicable safeguards and laws.

15. Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the “Last updated” date on this page. Continued use of the Services after changes become effective constitutes acceptance of the revised policy where permitted by law.

16. Contact