Intake B2B: Wholesale Approval vs Onboard B2B: Company Profiles

Two Shopify apps, side by side: detected stores, momentum, reviews, plans, listed features and who runs each. Store counts as of Oct 13, 2026 for Intake B2B, Nov 8, 2026 for Onboard B2B.

The short answer

  • Paid plans start at $39/month for Intake B2B and $50/month for Onboard B2B.
  • Onboard B2B lists 10 features Intake B2B’s listing doesn’t mention, including Accounts portal, Approve requests, Conditional logic.

Head to head

Detected stores

Intake B2B: —
Onboard B2B: 9

App Store reviews

Intake B2B: —
Onboard B2B: 16
Open this comparison in ShoplistFree account. Every feature, store and change, side by side.
Pitch
—
—
Categories
  • Workflow automation
  • Wholesale
  • Accounts and login
  • Workflow automation
Languages
  • English
  • English
Launched
May 25, 2026
Feb 20, 2025
Built for Shopify
Not badged
Built for Shopify
Reviews per month
—
2 last full month
Detected stores
0active installs
9active installs
  • REMastered Sleep
  • Elite Truck
  • Wired4Signs USA
  • puralpina Shop
  • Golden Rose España
+4 more
Most common store size
—
1,001-5,000 products33%
Top countries
—
  • United States67%
  • Switzerland11%

Momentum

New reviews each month

Review pace is the clearest public read on how fast an app is winning new merchants.

035AprJulAugOctMayJunSepOnboard B2B: Company Profiles: 2 reviews in April 2025Onboard B2B: Company Profiles: 3 reviews in July 2025Onboard B2B: Company Profiles: 4 reviews in August 2025Onboard B2B: Company Profiles: 1 reviews in October 2025Onboard B2B: Company Profiles: 3 reviews in May 2026Onboard B2B: Company Profiles: 1 reviews in June 2026Onboard B2B: Company Profiles: 2 reviews in September 2026
Intake B2BOnboard B2BCompleted months only
Free options
Free planFree trial
Free planFree trial
Monthly range
$39/month
From $50 to $300/month
Plans
Standard$39/month
14-day free trial
  • · Approve into native B2B Companies
  • · Customizable form with document uploads
  • · Full audit trail on every application
  • · Match new buyers to existing Companies
  • · Track resale certificate expirations
Starter$50/month + usage
14-day free trial
  • · 10 Company approvals included monthly
  • · Access control: Site lock/Checkout lock
  • · CSV company import tool
  • · Company approval flow & approval presets
  • · Custom fields and conditional form rules
  • · Multi-language content translation
Growth$100/month + usage
14-day free trial
  • · 25 Company approvals included monthly
  • · All features in Starter plan
  • · B2B self-service portal
  • · Discounted company approvals
  • · Self-service company contact invitations
  • · Self-service company location management
Enterprise$300/month + usage
14-day free trial
  • · 200 Company approvals included monthly
  • · All app features
  • · Dedicated account manager
  • · Feature request prioritization
  • · Priority support
  • · White-glove onboarding
Coverage
5 of 15 features33%
12 of 15 features80%
Unique strengths
  • Customer segments
  • Customer tags
  • Email responses
  • Accounts portal
  • Approve requests
  • Conditional logic
  • Custom fields
  • +6 more
Accounts and login
0%0/8
100%8/8
Access control
0%0/4
100%4/4
Account management
0%0/4
100%4/4
Workflow automation
71%5/7
57%4/7
Automation tasks
100%3/3
0%0/3
Customization
50%2/4
100%4/4
3210onlybothonly
Intake B2BOnboard B2B15 features listed across both App Store listings

Coverage counts what each App Store listing names. Every feature, checked off app by app, is in Shoplist.

See every feature
Works with also listed by another
—
  • Checkout
  • Customer accounts
How it sells itself

Wholesale buyer onboarding often relies on email chains, ad-hoc forms, and manual data entry — leading to duplicate company records and lost documents. Intake B2B replaces that with a customizable public application form, a review queue with document expiration tracking, and one-click approval into native Shopify B2B Companies. The match panel surfaces existing Companies before creating new records.

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.

Key points
  • Match new buyers to existing Shopify Companies before creating duplicates.
  • Customize the buyer form with custom fields and required documents.
  • One approval creates the Company with contact, location, and customer tags.
  • Track resale certificate expiration and surface upcoming renewals.
  • Create companies in Shopify B2B with simple approval flows
  • Add custom fields to your wholesale inquiry form and save to Company metafields
  • Incomplete application? Request revisions without requiring a new application
  • Company self-management: location admins can manage team members and permissions
Screenshots
New applicant matched to an existing Shopify B2B Company
Intake B2B: approve buyers and sync to Shopify B2B CompaniesApproving a wholesale buyer application in Shopify adminWholesale buyer application form with document uploads
Image of b2b account registration approval process
Access Control for Storefront Lock and Checkout LockImage of company and location self-management featuresB2B account form with text: Company onboarding for Shopify B2B

Installed with

Intake B2BNo rating yetOnboard B2B4.7(16)
Most often alongside
—

All the numbers

Every figure, side by side

A green dot marks the app ahead on a measured figure. Estimates, gaps and apps that leave no storefront trace never take the lead.

Showing only the rows where the apps differ.

Adoption

MeasureIntake B2BOnboard B2B
Detected storesNot published9as of Nov 8, 2026
Net store change, 28 days0estimated0estimated
Stores added, 28 daysNot enough dataNot enough data
Big-brand shareNot enough dataNot enough data
Top store categoriesNot publishedHealth & Beauty, Business & Industrial, Arts & Entertainment
Top store countriesNot publishedUnited States, Switzerland

Reviews

MeasureIntake B2BOnboard B2B
App Store ratingNot published4.7 ★
App Store reviewsNot published16
New reviews, 28 daysNot enough dataNot enough data
Reviewers a year or more inNot enough dataNot enough data

Pricing

MeasureIntake B2BOnboard B2B
Free planNot listedNot listed
Lowest paid monthly plan$39/month(ahead)$50/month
Longest free trial14 days14 days
Plans listed13

Listing

MeasureIntake B2BOnboard B2B
Shopify category rank#309in Wholesale#24in Accounts and login
Shopify App ChartsNot on this week’s charts#4 on Featured by Shopify in Accounts and login
Built for ShopifyNoYes
LaunchedMay 25, 2026Feb 20, 2025
Languages1English1English
DeveloperIntake LabsHelium

FAQ

Intake B2B and Onboard B2B: common questions

Is Intake B2B or Onboard B2B cheaper?
Paid plans start at $39/month for Intake B2B and $50/month for Onboard B2B. Shoplist compares base prices only between monthly plans in the same currency; usage charges and annual plans vary, so check each plan’s limits.
What features does each app list that the other doesn’t?
Intake B2B lists 3 the others don’t mention, such as Customer segments, Customer tags, Email responses. Onboard B2B lists 10 the others don’t mention, such as Accounts portal, Approve requests, Conditional logic, Custom fields. A feature missing from a listing may still be supported; this compares what each App Store listing says.
Where does this comparison’s data come from?
Shoplist crawls Shopify storefronts to detect which apps each store runs, and reads each app’s Shopify App Store listing for reviews, pricing, features and integrations. Store counts are as of Oct 13, 2026 for Intake B2B, Nov 8, 2026 for Onboard B2B; estimated figures are labeled.

How Shoplist compares apps

Store counts come from Shoplist’s crawl of Shopify storefronts, which detects the apps each store runs; they are as of Oct 13, 2026 for Intake B2B, Nov 8, 2026 for Onboard B2B. Reviews, ratings, plans, features and integrations come from each app’s Shopify App Store listing. 28-day figures are labeled when estimated, and a figure that is missing or estimated never decides who leads. Read the methodology.