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Certly — Resale & Tax‑Exempt  icon

Certly — Resale & Tax‑Exempt

AI-read B2B resale certificates — one-click tax exempt

von Certly · Launched: Juni 2026

0.0 on Shopify Built for Shopify
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AI-read B2B resale & tax exemption certificates. Customers upload, you approve in one click.

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Über Certly — Resale & Tax‑Exempt

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 Mehr anzeigen Weniger anzeigen

Zuletzt geprüft: July 22, 2026 · Fresh

App-Details

Entwickler
Certly
Preis
Kostenpflichtig
Veröffentlicht
Juni 2026
Bewertung
0.0 on Shopify

Hauptfunktionen

  • 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
Integrationen mit:

Checkout, Customer accounts

3 Tarife · 5 Tage gratis testen

Starter

$29/month

Pro

$79/month

scale

$199/month

Tarife und Preise laut Shopify App Store.

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