EconomicoReport sharing
Share current numbers without losing control of the story.
Hand an investor a single link to your balance sheet, income statement, or balances — straight from your books. Choose exactly which reports they see, set it to expire, share a planning scenario instead of your live numbers, and revoke it the moment you change your mind.
One sentence to your agent mints the link
"Create a private link to our balance sheet and income statement for the investor update, set it to expire at the end of the quarter, and give me the URL." The agent you already use hands back a single, unguessable link straight from your books. You drop it in the update and send. No data room to build, no folder to clone per investor, no PDF to export — one line, and the reports you named are shareable.
Create a private link to our balance sheet and income statement for the investor update, set it to expire at the end of the quarter, and give me the URL.
The link carries only the reports you named — nothing else
A share fixes exactly what it shows: the income statement but not the balances, or all of them, in the currency you choose. You can point it at a month-by-month income statement that lays revenue, expenses, and net income across recent months with the current one marked — so an investor sees the direction, not one frozen period. Whoever opens the link sees those reports and only those. There's no folder to over-share by accident, no adjacent tab that leaks the rest of your books.
“Share our balance sheet and income statement with the investor — expire it at quarter end.”
- Balance sheet ✓ included
- Income statement ✓ included
- Balances not included
- Month-by-month P&L not included
Every open renders live from the ledger — nothing goes stale
The link isn't a snapshot you generated once. Each time someone opens it, the chosen reports render straight from your ledger, current as of that moment. So there's no master copy to keep in sync per investor, and nothing you sent last month is quietly out of date. Want to show forward-looking numbers without exposing your live books? Point the link at a planning scenario and the viewer sees that scenario while your real ledger stays private. See scenario planning.
No account, no ACL — the link is the access control
The whole point is that nobody signs up to read your numbers. There's no portal, no viewer login, no permissions to administer — the unguessable token in the URL is the access control. This is the secure replacement for the old way of pasting a public embed onto a page, which quietly showed your books to anyone who found the URL. Here you decide which reports, for how long, and you set an expiry so access ends on its own after the round closes instead of living forever in an inbox.
"But anyone with the link can see it — how is that control?"
Fair — treat the link like a shared secret, not a per-person login. What you get in exchange: it's unguessable, so it won't be stumbled onto; it shows only the reports you chose; it expires when you say; and you can revoke it the instant you change your mind — the link stops working immediately and the numbers behind it go dark. That's more control than a forwarded PDF, which lives in every inbox it lands in forever and can never be pulled back.
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One link to your live numbers, revocable the moment you change your mind.
Connect the agent you already use and hand investors a live, private, revocable link to exactly the reports you choose.