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Certificate compliance, mapped

The system of record for resale certificates.

Verrim collects, reads, and monitors every exemption certificate across all 50 states, from the first request to the audit.

Multi-state coverage

Your customer base

Every account you serve, clustered by relationship.

How it works

From request to audit, one path.

01

Request

Send a branded request to any customer. Verrim chases the reply, so you don’t.

02

Collect

Customers upload through one link. Every document lands in a single, organized library.

03

Verify

Verrim reads each certificate and scores every field. You approve in seconds.

04

Monitor

Expiration alerts and a 50-state coverage map keep you audit-ready, always.

10×

Faster than manual collection

50

States covered, forms current

98%

AI extraction accuracy

The certificate lifecycle, end to end.

Three connected tools. Use them together, or on their own.

Collect

Collect certificates without the chase.

Send a request, and Verrim handles the reminders, tracks every reply, and files each upload in your library.

Campaign · Q1 California renewals

247 recipients · 89% open · 64% reply

SCSarah ChenAcme Mfgopened
MLMarcus LeeBrightlinereplied
APAisha PatelNorthwindsent

Review

Verified, field by field.

Verrim reads each certificate, labels every field, and scores its confidence. Approve, flag, or reject in seconds.

AI extracted · 5 fields

Business NameAcme Mfg LLC98%
Certificate #CA-RES-847299%
Expiration12/31/202692%

Monitor

Audit-ready in all 50 states.

Expiration alerts, gap detection, and a state-by-state coverage map, so nothing lapses unnoticed.

State coverage

32 covered · 4 expiring

Less chasing. More closing.

Verrim removes the manual work so your team can focus on revenue.

Chasing certificates

3 hours per week

Emails, follow-ups, and tracking who sent what.

Checking forms

2 hours per week

Verifying state rules, expiration dates, and missing fields.

Audit prep

1–2 hours per week

Pulling records, proving coverage, answering auditor questions.

As things add up

6–8 hours

Manual work caused by spreadsheets and disconnected tools.

What managing this by hand costs.

Exempt sales and audit exposure, by the numbers.

$1.2T

in U.S. exempt B2B sales annually

U.S. Census · 2024 economic data

68%

of finance teams manage certificates manually

Industry compliance survey

$47K

average state audit penalty

Aggregate state DOR data

50-State Coverage AI-Powered Extraction Audit-ready

Inside the product

The workspace, live.

Click through the real app. Every item in the sidebar is a working page — browse customers, review certificates, manage upload links, and more.

Good morning, Ronny

92% Compliant
Last 30 days + New Campaign

Total Certificates

1,247

+12% vs prev

Compliance Rate

92%

+3% vs prev

Expiring Soon

23

+4 vs prev

Pending Reviews

8

-3 vs prev

Certificate status

1,247 total

Valid79864%
Expiring23719%
Pending1129%
Expired1008%

Recent activity

View all
Sarah Chen uploaded a resale certificate2 min ago
AI extracted 12 fields from Brightline.pdf14 min ago
Marcus Lee's certificate expires in 18 days1 hr ago
Campaign "Q1 CA renewals" sent to 247 recipients3 hr ago
Pioneer Industries certificate expiredYesterday
You added 12 customers from QuickBooksYesterday

Frequently asked questions

Spreadsheets don’t expire, but certificates do. A row can’t tell you a California resale certificate lapsed last week, email the customer, read the replacement, and file it. Verrim watches every certificate’s status and chases the ones that fall out of compliance, so an audit never begins with a frantic afternoon in a workbook.

Every field Verrim pulls comes with a confidence score, and anything uncertain is flagged for a person to confirm before it’s filed. You stay in control — approve, edit, or reject. The AI does the typing; you make the call.

Yes. Verrim maintains the current resale and exemption forms for every U.S. state, plus the multistate MTC and SST certificates, and updates them as states revise them. Your coverage map shows exactly where you stand.

Most teams import their customers and send a first collection campaign the same day. There’s no implementation project — connect your data, pick who to chase, and Verrim starts working.

Compliance you don’t have to think about.

Verrim handles the collection, the reading, and the monitoring. You handle the business.