Certly — Resale & Tax‑Exempt icon

Certly — Resale & Tax‑Exempt

Built for Shopify

by CertlyPartner

Collect, verify, and track US resale certificates from B2B customers. AI extraction, one-click approve, auto-expiry, and renewal reminders.

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Review certificates in seconds Certly
Certly OCR extracts cert fields
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About this app

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.

Pricing

Starter

$29 /mo

  • 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

Pro

$79 /mo

  • 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

scale

$199 /mo

  • Unlimited certificates per month
  • Unlimited exempt customers
  • AI-assisted extraction
  • Automatic renewal reminders before expir
  • Full audit log of every approval