How can we help?

Answers to common questions about using Verticals, plans and your data.

Getting started

What can I use Verticals for?

Anything you need to keep a record of. Businesses use it for sales, expenses, inventory and staff payments. Individuals use it for job applications, projects and personal spending.

Can I create my own workflow?

Yes. Build a form with the fields you need, and every entry becomes a record you can search, filter and report on.

Do I need technical skills?

No. If you can fill in a form, you can use Verticals. You do not need spreadsheets, formulas or any data experience.

Can I try Verticals without creating an account?

Yes. The free demo prepares a sample workspace with example records and reports you can explore without signing up.

Can I use Verticals for both business and personal tracking?

Yes. You can keep your business and personal workflows separate inside Verticals.

Can I use more than one workflow?

Yes. How many workflows you can have depends on your plan.

Plans, trial and entries

What counts as an entry?

An entry is one new record, such as a sale, an expense or a form response. Viewing reports, filtering, editing or exporting existing records does not use entries.

How long is the free trial?

Every plan starts with one month free. There is no permanent free plan.

What happens after my free trial?

Choose a plan to keep adding new records. If you do not, adding new records pauses, but your existing records stay available.

What happens when I reach my entry limit?

You will see a warning as you get close. Once the monthly allowance is used, new entries pause until it resets or you move to a plan with more entries. Your existing records stay available.

Can I change or cancel my plan?

Yes. You can change or cancel your plan from Pricing & Usage in your account.

Your data

Is my data private?

Yes. Your workspace is private unless you choose to share something from it, and you can export your records whenever you need them.

Can I export my data?

Yes. Records and reports can be exported as Excel, CSV, PDF and PowerPoint.

Who can see my workspace?

Only you and the people you invite. Forms and reports are only visible to others if you choose to share them.

Still need help?

Email support@verticalsapp.com and we'll get back to you. Want to see Verticals first? Try the free demo.