AGENTLINK TERMS OF USE
Last Updated: February 2026
Please read these Terms of Use ("Terms") carefully before using the AgentLink website(s) and application(s), including any pages located at agentlink.finance and any related subdomains (collectively, the "Website"), and the AgentLink software and services (collectively, the "Services"). The Website and Services are offered by Tublian LLC, an Ohio limited liability company ("Company," "we," "us," or "our").
For purposes of these Terms, "you" and "your" means (a) the individual using the Website or Services, and (b) if you use the Services on behalf of a business or other entity, that entity and you as its authorized user. If you are using the Services on behalf of an entity, you represent that you have authority to bind that entity to these Terms.
1. Acceptance of These Terms
Your access to and use of the Website and Services is conditioned upon your acceptance of and compliance with these Terms. By accessing or using the Website or Services, you agree to be bound by these Terms. If you do not agree, you must not access or use the Website or Services.
2. Eligibility and Geographic Limits
The Website and Services are intended only for individuals who are at least 18 years of age and reside in the United States. By using the Website or Services, you represent and warrant that you meet these requirements.
3. Changes to Terms
We may revise these Terms from time to time in our sole discretion. Changes are effective when posted. Your continued use after posting means you accept the revised Terms.
4. The Services (What AgentLink Is)
AgentLink is a finance decision-support layer. The Services may (a) connect to third-party systems you choose (such as bookkeeping, banking, payment, CRM, and email systems), (b) ingest and organize financial documents and data, (c) generate "claims," "obligations," recommendations, and task lists, (d) display confidence levels, and (e) export or sync certain outputs to third-party systems you authorize (for example, exporting to QuickBooks Online).
No Money Movement. The Services do not initiate payments, transfer funds, or move money on your behalf.
5. Not Professional Advice
The Services provide information and operational tooling. They are not accounting, tax, legal, investment, or financial advisory services, and nothing in the Services should be relied upon as a substitute for professional advice. You are responsible for decisions you make based on the Services.
6. Accounts; Authorized Users; Partners
6.1 Account Use
You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account.
6.2 Delegated Access (Partners)
You may authorize third parties (such as accountants, bookkeepers, or fractional CFOs) to access your workspace via a delegated-access mechanism ("Partners"). If you enable Partner access, you authorize those Partners to view and use the data and features you permit.
6.3 Activity Log
If Partner access is enabled, AgentLink will provide a client-visible activity log showing basic access and activity events. You acknowledge that logs may not capture every keystroke or screen view, but will reflect meaningful access/activity records at a system level.
7. Customer Data; Permissions; Processing
7.1 Your Data
"Customer Data" means information, content, documents, messages, files, and data you (or those you authorize) provide to the Services, or that the Services retrieve from third-party systems you connect.
You retain ownership of your Customer Data. You grant us a limited, worldwide, non-exclusive license to host, store, process, transmit, and display Customer Data only as necessary to provide, maintain, secure, and improve the Services, and as otherwise permitted by these Terms and our Privacy Policy.
7.2 Third-Party Connections You Choose
If you connect the Services to third-party services or platforms, you authorize us to access and process data from those services as you direct. You are responsible for your relationship with those third parties and for complying with their terms.
7.3 Email Ingestion and Attachments
You may (a) forward emails to an AgentLink-provided address or (b) direct vendors or others to send financial documents to an AgentLink-provided address. You represent and warrant that you have all necessary rights and permissions to route those emails and attachments to the Services.
We may automatically process email content and attachments to identify and extract relevant financial information (such as invoices, bills, receipts, amounts, dates, vendor details, and related metadata).
7.4 Document Retention (TTL)
We may retain raw uploaded/ingested documents (including email attachments) for up to 90 days while your account remains active, to support processing, traceability, and user workflows. Extracted fields and derived records may be stored as part of Customer Data for use within the Services during the life of the account, unless deleted by you.
7.5 Account Deletion; Hard Delete
If you delete your account (or request deletion where account deletion is required), we will hard delete Customer Data from our systems consistent with our deletion process. Some limited residual copies may persist for a short period in backups or logs for security and integrity purposes, but will be removed in the ordinary course.
8. AI, Claims, Confidence, and Verification
The Services may generate outputs using automated systems, including machine learning ("AI Outputs"). AI Outputs may include claims, classifications, recommendations, predictions, summaries, and confidence indicators.
You acknowledge:
- AI Outputs can be incorrect, incomplete, or outdated.
- Confidence indicators are informational and do not guarantee accuracy.
- You are responsible for reviewing outputs and deciding what actions to take.
9. Prohibited Activities
You shall not, and shall not permit any person to:
- access or use the Services except as expressly permitted by these Terms;
- bypass or breach any security device or authentication measure;
- upload or transmit harmful code, malware, or content that interferes with the Services;
- use scraping, robots, spiders, or automated means to access the Services without our written permission;
- attempt to reverse engineer, decompile, or derive source code, models, or underlying components;
- use the Services to build or benchmark a competing product, or for competitive analysis to our detriment;
- violate any applicable law or regulation.
10. Intellectual Property
The Website and Services, including all software, designs, text, graphics, logos, and functionality (excluding Customer Data), are owned by the Company or its licensors and are protected by intellectual property laws. No rights are granted except as expressly stated in these Terms.
11. Billing; Plans; Limits; Refunds
11.1 Subscription Billing
The Services are offered on a paid subscription basis unless we explicitly state otherwise. You agree to pay all fees and applicable taxes.
11.2 Plan Limits and Soft Enforcement
Plans may include usage limits (for example, volume of documents, connected sources, or other measurable usage). If you exceed limits, we may notify you and require an upgrade or limit certain features. We aim for soft enforcement (notify/upgrade) rather than immediate shutdown, but we reserve the right to apply reasonable restrictions to protect the Services.
11.3 Prorated Refunds
If you cancel, you will receive a prorated refund for the unused portion of your prepaid subscription period, unless prohibited by law or otherwise stated at purchase.
12. Third-Party Services and Links
The Services may interoperate with third-party services you choose. We do not control those third parties and are not responsible for their availability, accuracy, policies, or practices. Links to third-party websites are provided for convenience only and do not imply endorsement.
13. Monitoring and Enforcement
We may monitor use of the Services to operate, secure, and improve them, and to enforce these Terms. If we believe you violated these Terms, we may suspend or terminate access, remove content, or take other actions we deem appropriate.
14. Disclaimer of Warranties
THE WEBSITE AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
WE DO NOT WARRANT THAT THE SERVICES WILL BE ERROR-FREE, UNINTERRUPTED, OR THAT AI OUTPUTS OR ANY INFORMATION WILL BE ACCURATE OR COMPLETE.
15. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL THE COMPANY OR ITS AFFILIATES, OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THE SERVICES WILL NOT EXCEED THE AMOUNT YOU PAID US FOR THE SERVICES IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.
(Some states do not allow certain limitations; in that case, limitations apply to the fullest extent permitted.)
16. Indemnification
You agree to indemnify, defend, and hold harmless the Company and its affiliates from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Services, (b) your Customer Data, (c) your breach of these Terms, or (d) your violation of any law or third-party rights.
17. Privacy Policy
Our Privacy Policy, located at AgentLink Privacy Policy, is incorporated by reference and describes how we collect, use, and share information.
18. Termination
You may stop using the Services at any time. We may suspend or terminate your access if you violate these Terms or if necessary to protect the Services or others. Upon termination, your right to use the Services ceases.
19. Governing Law and Jurisdiction
These Terms and any dispute arising out of or related to them or the Services shall be governed by the laws of the State of Ohio, without regard to conflict of laws rules.
Any legal action or proceeding shall be brought exclusively in the state or federal courts located in Ohio, and you consent to personal jurisdiction and venue in such courts.
20. Waiver and Severability
No waiver of any term is a further or continuing waiver. If any provision is found unenforceable, the remaining provisions remain in effect.
21. Entire Agreement
These Terms, together with the Privacy Policy and any additional written terms we provide for specific features, form the entire agreement between you and the Company regarding the Services.
22. Contact
© 2026 Tublian LLC. All rights reserved.