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  1. xpay

  2. Shopify apps

  3. Accounts and login

  4. Onboard B2B: Company Profiles

Onboard B2B: Company Profiles

by Helium

5.0

(12 reviews)

69/100 · SolidBuilt for ShopifyFrom $50/month. Free trial available.
Best suited for B2B stores managing customer accounts and needing to streamline company profile setup without manual data entry.

Probably not for you if you operate on a tight budget under $50/month.

Streamline B2B onboarding with company applications, account approval, and self-management for users Do you offer a modern onboarding process for B2B buyers? Onboard B2B allows users to create and manage Companies using native Shopify B2B features. Customize your wholesale application form to collect the data needed to approve prospective retailers, and assign catalogs automatically using conditional logic. You can also allow Location admins to add new locations or contacts. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders. Do you offer a modern onboarding process for B2B buyers? Onboard B2B allows users to create and manage Companies using native Shopify B2B features. Customize your wholesale application form to collect the data needed to approve prospective retailers, and assign catalogs automatically using conditional logic. You can also allow Location admins to add new locations or contacts. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders. more Create companies in Shopify B2B with simple approval flows, including revisions Use custom fields on wholesale application and save data to B2B metafields Unlimited CSV bulk import for companies, contacts, and company locations Allow company contacts to manage locations, invite team members & define roles Prevent unauthorized checkout or block storefront access with access control

Copy from the Shopify App Store listing, unedited.
View on ShopifyCompare the plansSee the scorecard
Who it’s for
Accounts and login
What it moves
Bottom line

operating cost and staff time

What it costs
From $50/mo

3 tiers

How it’s supported
69/100

Solid · from 12 reviews

What it does

Create companies in Shopify B2B with simple approval flows, including revisions

Use custom fields on wholesale application and save data to B2B metafields

Unlimited CSV bulk import for companies, contacts, and company locations

Allow company contacts to manage locations, invite team members & define roles

Prevent unauthorized checkout or block storefront access with access control

Plan fit
What each step up actually buys you

This developer's plans are separated by features, not by how big your store is — so there is no volume that picks a tier for you. Here is what each one adds over the one below it.

Basic
$50/month
You start with

Shopify B2B Company application form

Company account approval

Self-manage portal for companies

B2B storefront and checkout locks

CSV bulk imports for company records

Custom fields and conditional form rules

Plus
$150/month
Adds

All features from Basic

Company specific catalog assignment

Company specific deposit requirements

Pricing negotiable based on B2B volume

Premium
$300/month
Adds

All app features

White glove onboarding

Dedicated account manager

Priority support

Feature request priortization

Listed as “From $50/month. Free trial available.”. Plan contents change — confirm on the listing before you install.
Pricing
From $50/month. Free trial available.
Basic

$50/month

Lowest paid plan
Shopify B2B Company application form
Company account approval
Self-manage portal for companies
B2B storefront and checkout locks
CSV bulk imports for company records
Custom fields and conditional form rules
Email notifications
Multi-language content translation
Plus

$150/month

All features from Basic
Company specific catalog assignment
Company specific deposit requirements
Pricing negotiable based on B2B volume
Premium

$300/month

All app features
White glove onboarding
Dedicated account manager
Priority support
Feature request priortization
Plans as listed on the Shopify App Store. Always confirm current pricing before installing.

69

/ 100
Solid
low confidence

Scored on 12 merchant reviews we hold for Onboard B2B: Company Profiles, across five checks. Every figure is computed from those reviews — expand any row to see the counts behind it.





Computed from the 12 reviews we hold, with 12-month windows measured to 2026-08. This scores the public review record — it is not a review of the software itself, and a low score often means we hold little evidence rather than poor evidence.
Review history
2025–2026 · 12 reviews read
Reviews per year
20259 reviews
20263 reviews
What merchants say

5.0

12 reviews
5★100%
4★0%
3★0%
2★0%
1★0%
Developer replies
100%
of reviews get an answer
Reviewed at 12m+
0%
had used it a year when they wrote
From 12 reviews read. Typical reviewer had used the app for 2 months. Most merchants review in their first month, so this reflects when people write — not how long they stay.
Recent merchant reviews

The newest 8 of 12. Open one to read it in full, with the developer's reply where there is one.

This has been an amazing app for streamlining our B2B approval process. Every feature we have requested has either been in development, or sent to development team. It's very exciting to see the app grow and it's helped us a lot. Brett has been amazing!

Developer repliedWow 🤩 What an amazing review! Thank you, for multiple things: 1. For working with our team and telling us what features would make Onboard B2B better for EVERY merchant and not just your store. 2. For taking the time to leave this review 💪🏼 We're all celebrating this review in the office. You made our day! Show more

Very happy with this app so far! Easy to set up and use, and integrates with native Shopify functionality such as customer/company accounts nicely. It's not the cheapest app, but IMO worth it for the features, quality, ease-of-use, clearly active development and quick response from the support team. I am using this app for a B2B-only store that is open to the public. Anyone can sign up, but users are required to fill in the B2B application form offered by this app if they want to view pricing or place an order. Applications are reviewed for approval by our team using the app. I have customised the store theme to hide pricing/checkout/cart etc from non-B2B users (as far as I have found so far this is not a feature included in the app, perhaps an idea for the future but not sure if this is a common use case!) I encountered a bug while settings things up, but the team was quick to respond and resolved it quickly as well.

Developer repliedThank you for the excellent feedback! We do offer Storefront Lock and Checkout Lock features, but I'll ask our Customer Success team to reach out to learn more about your use case and the possibility of restricting access to certain Storefront components such as pricing. Show more

made b2b easy for us! This is an amazing app with great support.

Developer repliedThank you for leaving this review! We've enjoyed learning more about how you're leveraging Onboard B2B to save you time when verifying and onboarding your Geoshield installation professionals. Show more

This was the missing to B2B on Shopify. Shopify itself has a few quirks and needed enhancements but this app took care of so many issues that were causing lost time and inefficiencies. The support is great and walks through set up until you are ready to go live. They are extremely knowledgable about their app and just the overall operations of Shopify. Highly recommend Josiah and the team.

Developer repliedThank you for leaving this review 😊 It's great to hear that Josiah was able to show you some of his extensive Shopify knowledge. It's our mission to empower merchants to make the most of the Shopify platform 💪🏼 Don't hesitate to reach out to us with any further questions, thoughts or concerns. We're here for it! Show more

The onboard app allows us to efficiently onboard B2B partners with all necessary information, customize our form, and their team worked with us to fit our needs exactly and ensure all of our automations worked to flow into other apps. So far, this is the exact tool we needed.

Developer repliedThank you for leaving this amazing review 🤩 Our team enjoyed getting to walk through the automation process with you and we are excited that Onboard B2B was the right tool to give you powerful partner onboarding! Don't hesitate to reach out to us with any questions or even suggestions for how to improve Onboard B2B 💪🏼 Show more

There is no native way for B2B customers to create an account, it has to be done manually, this app changes all of that. Responsive, smart and capable, if you only get one app for your B2B site it has to be this one. Good value for money and support is top notch too. Couldn't recommend it enough.

Developer repliedThank you for leaving the first review 🎉 We are overjoyed to hear that our robust customer account creation is enabling you to do business! Again, thank you for taking the time to leave this review, and if you have any other questions or even suggestions, please don't hesitate to reach out to us 💪🏼 Show more

app funciona muito bem e é uma ótima solução para gerenciamento dos acessos B2B a uma loja de acesso restrito.

Developer repliedMuito obrigado por deixar esta avaliação tão gentil. Estamos felizes que a Onboard B2B esteja fornecendo as ferramentas necessárias para o sucesso da sua loja de especiarias 🔥 Mais uma vez, obrigado por deixar esta avaliação. Show more

App is top tier, and the support team is great! If we have any questions, the team is very fast to respond 5/5 - highly recommend!

Developer repliedWow, thank you for this review 🤩 We really appreciate you taking the time to leave this review. We recognize biking season is in full swing (pedal?). Hope y'all have the time to hit the trails or crush the pavement before it gets cold again 🚴 You know how to reach out to us if you need anything or have suggestions about Onboard B2B. Thank you again for leaving this review 😊 Show more

Onboard B2B: Company Profiles FAQ

Answered from this app's own listing and its full review record.

Best suited for B2B stores managing customer accounts and needing to streamline company profile setup without manual data entry. Probably not for you if you operate on a tight budget under $50/month.

Paid plans start at $50/month, and run to $300/month across 3 published tiers. Prices are as listed on the Shopify App Store and can change — confirm before installing.

Onboard B2B: Company Profiles's plans are separated by features rather than by store size — none of the tiers is capped on a volume you could state up front. Compare what each step adds over the one below it rather than trying to size yourself into a tier.

On our scorecard Onboard B2B: Company Profiles rates 69 out of 100 — solid — read from 12 merchant reviews. The developer has published replies to 12 of 12 reviews. The score reflects what the review record shows, nothing more.

12 merchants have reviewed Onboard B2B: Company Profiles, averaging 5.0 out of 5. We hold the review history from 2025 to 2026, which is what the year-by-year chart on this page is built from.

Quick facts
At a glance
Merchant rating

5.0 / 5 · 12 reviews


New reviews, last 12 months

4 (was 8)


Developer replies

12 of 12 reviews


Typical reviewer had used it

2 months


Pricing

From $50/month. Free trial available.


On the App Store since

February 20, 2025


Review history held

2025 – 2026

Integrates with
Checkout
Customer accounts
Shopify Flow
Shopify Admin

Categories
Accounts and loginWorkflow automation
Will AI shoppers find this store?

Apps like this one convert the traffic you already have. Getting recommended by ChatGPT and Perplexity is a separate problem.

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CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
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