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B2B Onboard
- by Aggregatit
- Free plan available. Free trial available.
- by Aggregatit
- Free plan available. Free trial available.
Automate wholesale signups with custom application forms. Approve customers and create B2B companies with tax validation built in.
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About the B2B Onboard
B2B Onboard automates your wholesale customer application and approval process. Replace manual signup with a custom application form built using the drag-and-drop form builder. The storefront form embeds via app proxy and matches your theme styling without code changes.
Review wholesale applications and approve, reject, or request changes. On approval, the app automatically creates the B2B company and customer account in your store. VAT ID verification happens automatically, applying EU/UK reverse charge or US resale exemption based on tax requirements.
AI technology reads resale certificates and exemption certificates, flagging any mismatches for your review. This structured workflow ensures proper tax treatment while reducing manual work in managing your wholesale customer onboarding.
Launched: May 4, 2026
Hauptmerkmale
- Drag-and-drop form builder to customize your customer application form.
- Approve, reject, or request changes, then auto-create the B2B company.
- Storefront form embedded via app proxy, styled to match your theme.
- AI reads resale and exemption certificates and flags mismatches for review.
- Verify VAT IDs and apply EU/UK reverse charge or US resale exemption.
Integrationen mit:
- Shopify Flow,
- Shopify Admin,
- Order Printer,
- Sufio,
- VIES
Category:
Pricing of B2B Onboard
Free
Free
- 1 registration form
- 10 applications/month
- Email notifications
- Basic form builder
- "Powered by" badge
Starter
$14.99 / month
or $149.90/year and save 17%
- 3 registration forms
- 50 applications/month
- Email notifications
- CSV data export
- No Powered by badge
Growth
$29.99 / month
or $299.90/year and save 17%
- 10 registration forms
- 250 applications/month
- Custom branding & logo
- White-label emails
- Auto-approval rules
- Resale certificate review (AI)
- Tax exemption sync (EU/UK + US)
- EU VAT ID verification
Pro
$49.99 / month
or $499.90/year and save 17%
- Unlimited forms
- Unlimited applications
- Multi-language forms
- Auto-approval rules
- Priority support
- Resale certificate review (AI)
- Self-service certificate renewals
- Certificate expiry reminders
