Terms of Service

1. Acceptance

These Terms of Service (“Terms”) govern access to and use of websites, software, integrations, automation tools, analytics, and related technology services offered under the Aurum Labs name (the “Services”).

Aurum Labs is a business name used by Rick Lindner. References to “Aurum Labs,” “we,” “us,” or “our” mean Rick Lindner, operating under the Aurum Labs name.

By accessing or using the Services, you agree to these Terms. If you do not agree, do not use the Services. If you accept these Terms on behalf of a company or other organization, you represent that you have authority to bind that organization.

2. Service description

Aurum Labs provides technology services that may include software, business automation, analytics, integrations, workflow tools, synchronization, data processing, and related technology services. Features available to you depend on configuration, authorization, and any applicable commercial agreement.

3. Authorized use and license

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable (except as permitted in a written agreement), revocable license to use the Services for your internal business purposes.

4. User responsibilities

You are responsible for:

• Having authority to connect accounts and grant permissions
• Maintaining the security of your credentials and connected accounts
• The accuracy of source data you provide or authorize us to process
• Reviewing outputs where appropriate before relying on them
• Configuration of automation and related controls
• Your internal controls and compliance with applicable laws and policies

5. Third-party services

The Services may integrate with third-party platforms such as QuickBooks Online / Intuit, HubSpot, Microsoft 365, and other providers. Those services are governed by their own terms and privacy policies. Third-party outages, API changes, deprecations, or enforcement actions may affect functionality.

Aurum Labs is not responsible for third-party platform availability or independent actions. Use of third-party names does not imply sponsorship, endorsement, certification, or partnership.

6. Accounting and finance automation

Aurum Labs provides technology and automation services. Rick Lindner, operating under the Aurum Labs name, is not acting as a CPA firm, tax adviser, law firm, bank, or payment processor unless specifically agreed in writing.

Features may generate classifications, suggested accounting treatment, anomaly alerts, transaction proposals, or automated workflow actions. You remain responsible for your financial records, accounting judgments, tax treatment, approvals, compliance, and internal controls.

7. Automated actions

You may configure rules that allow automated actions. Those actions may create, update, or synchronize records in third-party systems. You remain responsible for authorization and configuration. Approval controls may be used for higher-risk activities. Automation may be modified or disabled.

8. AI-assisted features

Some functionality may use machine learning or artificial intelligence. Outputs can contain errors. AI output is not professional accounting, tax, or legal advice. You remain responsible for decisions that require professional judgment.

9. Customer data

You retain ownership of your data. Aurum Labs receives only the rights reasonably necessary to process that data to provide and support the Services. No transfer of ownership of your data occurs under these Terms.

10. Confidentiality

We will use reasonable care to protect non-public customer and business information we receive in connection with the Services and will use such information only as permitted by these Terms, our Privacy Policy, and any applicable written agreement.

11. Fees

Fees, if any, may be governed by an invoice, subscription, order form, statement of work, or other written agreement. Where a commercial document applies, that document controls as to fees and related commercial terms.

12. Fair use

Certain subscription plans (including ExecOS CRM) may describe “unlimited” users, pipelines, or standard reports. Those entitlements apply to ordinary, good-faith business use of the Services for your internal commercial operations.

Fair use does not include activity that unreasonably burdens infrastructure, circumvents plan limits, resells access, scrapes or bulk-exports data beyond normal business needs, or otherwise abuses reporting or API capacity. We may investigate unusual usage and may throttle, suspend, or require an Enterprise or customized arrangement where usage is abusive or inconsistent with the intended use of the plan.

13. Intellectual property

Rick Lindner retains ownership of Aurum Labs software, code, workflows, designs, documentation, and related intellectual property, except for third-party or licensed materials. You retain ownership of your own data and content.

14. Prohibited use

You agree not to:

• Use the Services for unlawful activity
• Attempt unauthorized access to systems or data
• Circumvent security or authentication controls
• Introduce malware or otherwise abuse the Services
• Interfere with the Services or other users
• Violate applicable third-party or API terms
• Reverse engineer the Services except to the extent such restriction is prohibited by law

15. Service availability

The Services are provided on an as-available basis. We strive for reliable operation but do not guarantee uninterrupted access, error-free performance, or compatibility with every third-party platform change.

Maintenance, updates, and dependencies on external APIs may cause temporary limitations or outages. Features may evolve, be modified, or be discontinued as the Services develop.

16. Warranties

Except as expressly stated in a written agreement signed by Rick Lindner, the Services are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement, to the fullest extent permitted by law.

17. Limitation of liability

To the fullest extent permitted by applicable law, Rick Lindner, operating under the Aurum Labs name, shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, goodwill, or business opportunity arising from your use of the Services.

Our total liability for any claim related to the Services shall not exceed the amount you paid to Rick Lindner, operating under the Aurum Labs name, for the Services in the twelve months preceding the claim, or one hundred U.S. dollars if no fees were paid, whichever is greater.

Some jurisdictions do not allow certain limitations; in those cases, liability is limited to the maximum extent permitted by law.

18. Indemnification

You will defend and indemnify Rick Lindner, operating under the Aurum Labs name, against claims, damages, losses, and expenses (including reasonable attorneys’ fees) arising from your misuse of the Services, unauthorized activity, unlawful use, or customer-caused violation of third-party terms, except to the extent caused by our willful misconduct.

19. Termination and suspension

You may discontinue use of the Services and disconnect integrations at any time. We may suspend or terminate access for security concerns, unlawful use, material breach, nonpayment where applicable, or other reasonable operational reasons. Provisions that by their nature should survive termination will survive, including ownership, confidentiality, warranty disclaimers, limitation of liability, and indemnification.

20. Governing law

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles, except where applicable law requires otherwise.

21. Changes

We may update these Terms 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 Terms where permitted by law.

22. Contact