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AI-read B2B resale & tax exemption certificates. Customers upload, you approve in one click.
Certly handles the entire lifecycle of US resale and exemption certificates. B2B customers upload a PDF from their account page; Certly extracts the key fields with AI, lets you approve or reject in one click, and marks the customer tax-exempt in Shopify. Expiring certificates trigger automatic renewal reminders, and stale ones expire on their own so you stop charging tax-exempt buyers by mistake. Built for stores selling wholesale across multiple US states.
- Self-serve cert upload in the new customer account no email back-and-forth
- AI extracts buyer name, state, certificate ID, and expiry from the uploaded PDF
- One-click approve sets the customer tax-exempt and tags them in Shopify
- Automatic 60/30/7-day renewal reminders, with auto-expiry past the cert date
- Per-state rules: collect certificates only in states where they're required
定價
Starter
$29 /月
功能
- Up to 10 certificates per month
- Up to 100 exempt customers
- AI-assisted extraction (state, certifica
- Automatic renewal reminders before expir
- Full audit log of every approval
5 天免費試用
Pro
$79 /月
功能
- Up to 50 certificates per month
- Up to 500 exempt customers
- AI-assisted extraction
- Automatic renewal reminders before expir
- Full audit log of every approval and rej
5 天免費試用
scale
$199 /月
功能
- Unlimited certificates per month
- Unlimited exempt customers
- AI-assisted extraction
- Automatic renewal reminders before expir
- Full audit log of every approval
所有費用均以 USD 計價。 定期費用和依使用量計費方案，均以 30 天為週期收費。
支援服務
App 支援由 Certly 提供。
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