Incentify Manage
Manage and report on your tax credits and incentives with Incentify, the only all-inclusive, centralized platform for C&I.
Unify your C&I management and discovery
Manage your entire credit and incentive portfolio with Incentify. Securely track, monetize, and report on incentives while collaborating with stakeholders.
Product Features
Centralize every aspect of the C&I lifecycle to bring visibility to the portfolio by credit type, geography, business unit, and more.
Explore the most powerful database of statutory C&I available today. Search by credit type, keyword, and location.
Ensure each credit is properly managed by assigning tasks, meeting compliance requirements, and keeping track of deadlines.
Manage user permission and access to the Incentify platform at the account level or down to specific credit access.
Understand the true value of your C&I by using the extensive analytics features including monetization forecast and variance analysis.
Standardize compliance not only to ensure that all tasks get done but to replicate workflows and greatly augment future efficiency.
Product Feature
With Incentify:
Gain executive visibility for strategic decision making through real-time reporting
Create the critical system of record by centralizing all documentation
Configure all aspects of the platform to meet the granularity of your needs
Standardize and templatize workflows and compliance to eliminate clawback while increasing efficiency
Customize workflows for internal and external collaboration on credit, project, and portfolio bases
Team Collaboration
The C&I virtual office
Incentify creates a virtual office for C&I, with customizable workflows and task-tethered documentation to improve collaboration, transparency, and audit response.
Incentify equips multiple teams and departments with the tools they need to maximize the value of C&I.
Tax Department
FP&A
Treasury
Real Estate
Executive Leadership
Get a clear picture of your portfolio
Only 7% of CFOs know the total value of their C&I portfolio.
Visibility
Centralize data from across the organization in one place to stay on top of monetization, audits, compliance deadlines, and more.
Transparency
With 80 standard reporting templates and endless custom options, Incentify facilitates collaboration with upper management and across departments with access to real-time data.
3M’s portfolio of local, state, and national credits and incentives is substantial and complex. 3M partnered with Incentify to dramatically improve visibility across its credits and incentives portfolio.
Learn how 3M manages it's C&I portfolio with Incentify.
Stay compliant, stay safe
97% of Incentify clients reach 100% on their portfolios.
Compliance
Set up workflows to management compliance requirements and deadlines. Stay on track with existing credits and easily copy the same process for new incentives.
Security
Secure your C&I data with industry standard AES-256 encryption algorithms. Learn more about our security and integrations.
Tyson Foods partnered with Incentify to better incorporate C&I into its overall strategic planning. From discovery to utilization, Tyson uses Incentify as the strategic cornerstone of its C&I program.
Read about how Tyson reached 100% compliance with Incentify.
