Your trade program,
running itself.
Trade verification, designer onboarding, resale certificate management, and tax compliance—so your team approves the right designers instantly, on your own terms, and stays audit-ready without the manual work.
From trade application to active account—
without a single manual step.
Credenza handles the full lifecycle of a trade relationship—verifying trade applicants, applying your approval rules, onboarding them into your store, and keeping their compliance current—then turns the whole program into sales intelligence you can act on.
Trade Verification
Every applicant verified against official records—IRS, state tax authorities, and professional organizations.
Auto-Approval Rules*
Hard requirements and flexible approval paths—qualifying designers approved instantly, the rest routed to manual review.
* Optional—review every application by hand if you prefer.
Automated Onboarding
Trade customer profiles are set up in your store with the right tax exemption and trade pricing—automatically.
Explore the Shopify integration →Resale Certificate Management
Certificates generated, monitored, renewed—and revoked if they lapse.
Nine checks.
Zero manual follow-up.
Credenza verifies the person behind the paperwork—EINs, tax IDs, licenses, memberships, web presence, press, and more. Nine checks, run in parallel on every applicant, so your team has everything they need to make a decision, instantly.
The result: a trade program with real standards—because every member is actually in the trade.
Credenza closes the gap, not just the application.
Whether a correction is needed or a designer is one signal short of approval, Credenza reaches out to the applicant on your behalf. No back-and-forth for your team.
Your rules. Your approvals.
In minutes.
Set the bar.
Every vendor's trade program is different. A high-volume fabric house and a luxury furniture atelier have very different bars. Credenza lets you configure exactly what's required to apply—and what earns a qualified designer faster approval.
Define your requirements
Require any combination of the nine signals Credenza verifies: resale cert, EIN, business license, professional memberships, trade references, etc.
Approved in minutes, not days
Designers who meet your criteria are approved in under 2 minutes—nights, weekends, Spring Market. No one waits for a human to come back to the office.
Always in control
Auto-approval is optional—review manually, auto-approve when criteria are met, or mix both. Credenza only approves when your rules are satisfied.
Hard Rules
Required for ApprovalEvery rule must pass for auto-approval. If any hard rule fails, the application is sent to manual review.
Conditional Groups
FlexibleFlexible paths to approval. Click the and / or between rows to switch how they combine. If any group passes, the application is auto-approved. Groups are connected by OR—create multiple groups for different approval paths.
Nothing manual. Nothing missed.
Approval is not the finish line—
it's the starting gun.
The moment you approve a designer, Credenza creates their trade account and applies the correct state-level tax exemption. No one on your team touches a keyboard. That same verified record then flows into your marketing stack, so the designers you just approved are already segmented and reachable.
Available nowApproved designers become Shopify customers instantly—tagged with your trade pricing and state-level tax exemptions applied. No manual entry. No misapplied exemptions.
Explore the integration →
Available nowPush any filtered set of trade accounts to a Klaviyo list—dormant, sampling but not buying, new this month—and campaign sends, opens, and clicks come back into each firm's activity feed.
Custom e-commerce stacks and ERPs are on the roadmap—if you’re running something bespoke, let’s talk.
Every resale certificate correct on day one,
and current from then on.
Filled by hand, resale certificates come back wrong—blank fields, missing signatures, exemption boxes unchecked or checked incorrectly, an EIN in the sales-tax-ID line. Dozens of ways to be non-compliant—and no team can keep up with 50 states' rules and forms.
Credenza's Resale Certificate Engine generates the right form for every designer, vendor, and state, pre-fills it from verifiable data, and presents a finished document to sign. No room for error.
From there, every certificate stays current—Credenza tracks expiration dates, re-verifies tax IDs, requests renewals before they lapse, and revokes exemptions that fall out of compliance.
Explore resale certificate management →
Stop reporting on your program—
start growing it.
Every application, approval, certificate, and order generates intelligence you can act on. Credenza surfaces it as specific numbers, named accounts, and named products—not just a dashboard.
Revenue, active firms, repeat rate, and penetration—tracked period-over-period, with the drivers behind every move.
Your trade audience ranked into prioritized, exportable segments—dormant VIPs, lapsed buyers, and one-and-done firms, each by name.
For brands that sample: which products convert from sample to paid order, and how long the nurture takes.
Certificate health and where your designers concentrate relative to your nexus states—before they become audit issues.
Trade revenue
+136%
Active firms
+110%
Repeat rate
Penetration
Infrastructure, not
a marketplace.
Your relationships. Your margin. Credenza is the trusted identity layer that makes trade programs work—the plumbing your designers and your team never have to worry about.
Your brand. Your relationship.
Credenza is built to empower your trade relationships, not intercept them. We run the infrastructure—you own the relationship.
Your margin, untouched.
We don't take a percentage of sales, transactions, or designer spend.
Your partner. Your roadmap.
Credenza is early, and early vendors shape what we build. Your program's edges, exceptions, and day-to-day friction drive the roadmap. This is just the beginning.
Trade pricing,
your way.
Net pricing, flat discount, or tiered discounts—Credenza auto-applies the tags you need to power your pricing. Assign designers to the right tier on approval, then move them up as the relationship grows—automatically when they cross a threshold you set, or manually in one click. Spend is measured over the trailing 12 months, this calendar year, or last.
Discount Tiers
The base tier is auto-assigned on approval. Spend is measured over the trailing 12 months, this calendar year, or last.
Design a trade program your clients will thank you for.
Get startedYour existing clients
come with you.
Your existing trade clients, certificates, and account history come with you—no reapplication required.
This isn't just for new applicants. Your existing clients come onto the platform with their history intact—and from here, everything stays current automatically.
Import your existing roster
Import from Shopify or share a list. Credenza dedupes your contacts, groups them by firm, matches them to existing profiles, and enriches their data where available. Bulk-uploaded certificates are read, matched to the right client, and monitored for expiration.
Recognize your existing clients
Imported clients are already in your program—no reapplication needed. If a designer joins Credenza on their own or through another vendor, we link you automatically.
Close compliance gaps
Request certificates from designers whose certs are missing, invalid, or expired—or start fresh and request new ones from all. They add a few details and Credenza generates a compliant certificate to review and sign.
The data behind trade programs
is tax-sensitive.
We treat it that way.
Encrypted at rest
EINs, tax IDs, and sensitive identifiers are encrypted in the database using application-level encryption. All underlying storage is encrypted at rest.
Strict data isolation
No designer can see another designer's data. No firm can see another firm's data. Vendors only see designers who apply to their program. Isolation is enforced at the database layer by row-level security.
Immutable audit trail
Every certificate issuance, renewal, and application decision is recorded in an append-only log. If you’re ever audited, the record is there—timestamped, tamper-proof, and complete.
We never sell your data
Credenza does not sell, license, or share designer or vendor data with third parties. Your data is used solely to operate the platform.
Your product is considered. Your trade program should be too.
Get startedFrequently asked
questions.
The last trade application
your clients will ever fill out.
Tell us about your program and we’ll get you set up.