Sharing a secure report link with a lender

Instead of emailing a PDF back and forth, BizOS lets you share your financial report through a secure link, available on Apex.

After generating your report, choose Share Link. This creates a link you can send directly to a lender, who can view the report without needing a BizOS account of their own.

The link only shows the report itself, not access to the rest of your BizOS account, so you are not exposing anything beyond what you intend to share.

If you generate an updated report later, you can share a new link, since each link reflects the report at the time it was created rather than updating automatically.