Exemption certificate management

Automate exemption certificate management with Numeral's end-to-end platform, backed by an industry-leading guarantee.

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Fully automate certificate collection

Numeral automates management of your customers’ exemption certificates across all stages of the certificate lifecycle, no manual intervention needed.

Automated collection and renewal campaigns keep certificates up to date.

Launch bulk collection campaigns to catch up on compliance gaps, with concierge support from onboarding through ongoing compliance.

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Industry-leading, real-time, AI-powered certificate validation

Never manually review another certificate, each document uploaded to Numeral ECM is processed through a rigorous suite of validation tests.

Numeral’s review pipeline accurately classifies and validates over 500 certificate types (and growing) from across the U.S. in under a minute.

Intelligent customer mapping makes linking  certificates directly to your integration customers seamless.

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Embedded exemption management at scale

Integrate with your point of sale and ERP to calculate tax and apply exemptions in real time. Numeral automatically uses that same data for nexus monitoring and tax filings.

Manage exempt customers and certificate requests embedded in select integrations (including: NetSuite, Acumatica, and Microsoft Business Central). 

Bulk uploads support tens of thousands of customers and documents at one time, including one-click uploads from existing ECM providers, while maintaining existing mappings to your integrations.

Numeral’s exemption certificate solution makes scaling wholesale easy.

Becca Millstein - ECM
Founder & CEO, Fishwife