NBFS field notes
NBFS field notes
AI-read B2B resale & tax exemption certificates. Customers upload, you approve in one click.
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Collected facts
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.
Structured evaluations
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| Metric | Median | Responses | Distribution 1→5 |
|---|---|---|---|
| Setup & Ease of Use | — | 0 | 0 / 0 / 0 / 0 / 0 |
| UX/UI | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Listing Accuracy | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Reliability & Performance | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Support | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Value for Money | — | 0 | 0 / 0 / 0 / 0 / 0 |
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From the developer
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External NBFS sticker
The SVG updates when this app graduates or is archived. It is a listing marker, not a quality certification.