Own the entire tax credit and incentive lifecycle
Billions of dollars in tax credits and incentives are found through tedious manual research and managed in outdated spreadsheets every year. Incentify streamlines discovery and compliance, helping teams capture every cent of value while eliminating the risk of missed deadlines or clawbacks.
Trusted by enterprise tax teams and top advisory firms
in credits and incentives managed
incentive programs tracked in real time
Tools for the full tax credit and incentive lifecycle
EXPLORE
Instantly discover every eligible tax incentive.
Explore matches any U.S. address to all eligible tax incentives across 1,200+ federal, state, and zone incentive programs with AI-powered eligibility matching, no existing portfolio required. Surface the opportunities with detailed zone maps, filing instructions, and real-time legislative updates.
AI-powered eligibility matching across 1,200+ programs
Multi-site and multi-entity eligibility evaluation
Shareable incentive assessments for clients and stakeholders
Real-time legislative and regulatory updates
AI NAVIGATOR
Get expert credits and incentive assessments in minutes.
AI Navigator replaces weeks of manual credits and incentives research with guided, interactive reviews that assess eligibility, estimate credit values, and surface filing requirements for any program.
AI-guided eligibility reviews across all programs and jurisdictions
Program value estimates
Filing requirements, forms, and deadlines
Branded, shareable stakeholder assessment reports
OPTIMIZE
Manage credits and incentives portfolios, never miss a deadline.
Optimize centralizes any credits and incentives portfolio: tracking every active program, forecasting payments, automating compliance alerts, and managing filings across jurisdictions and currencies.
Automated compliance tracking with deadline and clawback alerts
Accurate payment forecasting and program value projections
Role-based permissions for cross-team and advisor collaboration
Multi-currency, multi-jurisdiction filing management
Most businesses qualify for more than they think
