Share financial statements via email 📬


Send your monthly financial report to yourself or someone else.

To send your Balance Sheet and Profit & Loss statement by email, click Reports in the navigation sidebar under the Home section.

Once your financials have been requested and prepared by ScaleFactor, they will be available to download or share.

To share, click the Share button of the month you would like to send via email. 


You will be prompted in a pop up window to enter the email address(es) of the recipient(s) and a message:


Press Send to have your financials delivered via email. A ZIP file containing your balance sheet and profit & loss statement as two separate PDF files will be sent.


If you would prefer to download the report directly, click the Download button instead.


Note: the term "profit & loss statement" and "income statement" are used interchangeably.

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