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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
Languages
English
Works with
Categories
Tax calcluation
Pricing
Starter
$29 / month
Features
- 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-day free trial
Pro
$79 / month
Features
- 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-day free trial
scale
$199 / month
Features
- Unlimited certificates per month
- Unlimited exempt customers
- AI-assisted extraction
- Automatic renewal reminders before expir
- Full audit log of every approval
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
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Support
App support provided by Certly.
Resources
Launched
June 1, 2026
Data access
This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .
View customer data:
Sensitive data
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Sensitive data
Name, email address, physical address
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, companies
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Edit customers
Customer data
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View companies
Companies
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