Question 1

What Is the Monthly Snapshot?

Accepted Answer

It is a manual monthly check-in for service businesses. Enter one calendar month of totals and counts to receive fixed, formula-based indicators with explanations and calculation limits.

Question 2

What Does the Free Report Include?

Accepted Answer

The free introduction uses three monthly totals and returns four indicators. Eligibility is limited to one free introduction per normalized email address.

Question 3

What Is Included in Complete?

Accepted Answer

Complete includes all nine indicators for $20 one time. It adds seven counts for Sales Pipeline, Job Activity, and Customer Mix. The free report’s figures can be carried into the same-month upgrade in the current browser tab.

Question 4

Does Pencairn Connect to My Books or Bank?

Accepted Answer

No. You enter totals manually, or review values from a supported CSV import before using them. Pencairn does not connect to bookkeeping, invoice, bank, or customer records.

Question 5

Does the Snapshot Show Accounting Profit or Give Advice?

Accepted Answer

No. Payments collected minus the operating costs you list is a simple difference, not accounting profit. The Snapshot does not provide tax preparation, forecasting, benchmarks, or financial advice.

Question 6

How Long Does a Private Report Link Work?

Accepted Answer

A private report link is available for 30 days. Anyone with the link can open that report, so do not post it publicly. After it expires, the report route no longer returns the saved report.