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Data Sharing

Note Available on Growth and Scale plans. Growth includes 1 live dashboard link. Scale includes unlimited live dashboard links.

Data Sharing lets you create secure links that give investors, lenders, or advisors a live view of your financial dashboard without giving them access to your Nummbas account.

  1. Go to Dashboard > Data Sharing
  2. Click Create Share Link
  3. Add an optional recipient or purpose under Who is this for?
  4. Choose a preset to start with suggested sections, then adjust Sections to share. Select at least one section.
  5. Set the expiry under Access and choose whether to Require a password. You can show or hide the password and generate a new one. Save it so you can give it to your recipient.
  6. Create the link and copy it.
Before you continue

The link URL is shown only once when it is created. Make sure to copy it before closing the dialog.

What Recipients See

Recipients who open the link see a live, read-only view of the sections you selected. Sections without available data do not appear. They can view your metrics but cannot modify anything or access other parts of your account.

If Cash Runway comes from Plaid, the shared view says it is based on connected bank activity and keeps the estimate date range. Net Profit and Net Margin stay unavailable unless complete QuickBooks or Xero data is ready.

The Data Sharing page shows all active links with:

  • Created date — when the link was created
  • Expiry date — when the link will stop working
  • View count — how many times the link has been opened
  • Last viewed — when someone last used the link
  • Password protected badge — whether the link requires a password
  • Preview — open the shared view to check what the recipient can see
  • Revoke — disable the link after confirming

Plan Limits

Growth can keep 1 live dashboard link active at a time. Revoke the current link before creating another.

Scale can keep unlimited live dashboard links active.

Security

  • Links are time-limited and expire automatically
  • Optional password protection adds an extra layer of security
  • You can revoke any link at any time
  • Recipients get read-only access — they cannot modify your data or settings
  • Only organization admins can create and manage share links