Pencairn Data Practices

Privacy & Data

This page describes how the Monthly Snapshot handles the figures, reports, and messages needed for the product to work.

Figures And Report Data

The form collects the reporting month, the totals and counts needed for the selected report, an email address for free-report eligibility and delivery, and an optional business name. Submitted figures are stored with the report so Pencairn can return the results and create its PDF.

CSV and Excel Review

UTF-8 CSV and native .xlsx files are held temporarily in this page and sent to the same-origin preview route for parsing. The route keeps the file and parsed values in memory only and does not save an import record. You can clear the staged file and imported form values; changing the report option also clears them. Approved values enter the report only after you submit the existing form. Preview requests use a bounded, process-local rate guard that temporarily keeps a hash of the apparent network address and request timestamps; it is not a shared account quota. After submission, report data follows the existing report retention and expiry rules.

Private Report Links

A report link is a private bearer link: anyone who has it can open that report. The report link is available for 30 days, and the result endpoint is marked private, non-cacheable, and noindex. Keep the link out of public posts.

Same-Month Upgrade Draft

For the same-month upgrade, the current browser tab can keep the free report email and three totals in session storage for up to 24 hours. You can clear those saved figures on the Snapshot page; closing the tab also ends its session storage.

Checkout And Contact

A Complete purchase continues through hosted checkout. The Snapshot entry form does not ask for card numbers. Contact form submissions include the name, email, and message you provide, are saved for follow-up, and are routed to Pencairn.

What Pencairn Does Not Connect

Monthly Snapshot does not connect to bookkeeping accounts, bank accounts, invoices, or customer records. It calculates from the figures you submit and does not verify source records.

Questions about a report or message? Contact Pencairn at pencairn-7@polsia.app.