Incentify
Incentify is a SaaS platform that uses AI to discover, assess, and manage U.S. tax credits and incentives for enterprise tax departments, Fortune 500 corporations, and advisory firms such as KPMG and Ryan LLC. Its Explore, AI Navigator, and Optimize modules cover eligibility matching across 1,200+ programs, guided assessments, and multi-jurisdiction portfolio management.
- Company typePrivate
- Founded2015
- HeadquartersEl Segundo, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Incentify does
Incentify is a privately held SaaS company that provides a unified platform for discovering, qualifying, and managing U.S. tax credits and incentives (C&I) at enterprise scale. Founded in 2015 and rebranded from The OIX to Incentify in February 2020 after pivoting from an online exchange to a SaaS model, the company is headquartered in El Segundo, California, employs 51-100 people, and operates as Incentify Technologies, Inc., incorporated in Delaware. The platform is purpose-built for corporate tax departments and advisory firms and combines three integrated modules — Explore for AI-powered eligibility matching across 1,200+ federal, state, and zone-based programs; AI Navigator for guided eligibility assessments and value estimates; and Optimize for portfolio management, payment forecasting, and compliance alerting across jurisdictions and currencies.
The product surface is underpinned by an AI eligibility-matching engine, a continuously updated legislative dataset, and a developer-facing REST API with Excel bulk import and Custom Feed Adapter integration options for enterprise BI/ERP ecosystems. Customers include Fortune 500 enterprises across agriculture (Cargill, Tyson Foods), retail (Kroger), consumer products (3M), paper and packaging (International Paper), hospitality (Wyndham), entertainment (Paramount), and restaurant franchising (FAT Brands), plus top advisory firms such as KPMG and Ryan LLC. The company claims $20B+ in client C&I managed on the platform, $22B realized since 2019, 100% enterprise renewal rates, and current profitability.
The business model is subscription-based enterprise SaaS with quote-based, multi-year contracts sold primarily through direct enterprise field sales, supplemented by a self-serve free trial. Distribution has expanded through two major partnership channels: a Bloomberg Tax & Accounting integration (October 2025) and the KPMG Incentive Credit Opportunity Navigator (ICON) embed within KPMG's Digital Gateway platform, supported by a KPMG minority equity investment in June 2026. Earlier capital includes a $9.5 million Series A led by Innovent Capital Group in April 2025 and an undisclosed round in November 2022.
Incentify firmographics
Firmographics- Name
- Incentify
- Legal name
- Incentify Technologies, Inc.
- Website
- https://incentify.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Incentify is a SaaS platform that uses AI to discover, assess, and manage U.S. tax credits and incentives for enterprise tax departments, Fortune 500 corporations, and advisory firms such as KPMG and Ryan LLC. Its Explore, AI Navigator, and Optimize modules cover eligibility matching across 1,200+ programs, guided assessments, and multi-jurisdiction portfolio management.
- Ownership category
- akta.pro rank
Incentify industry classification
Industry- Product category
- Tax Credit and Incentive Management Software
- NAICS
- Software Publishers (5132), Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Tax-Aware Investment Planning (FSAEAAAE)
Keywords
Where Incentify is headquartered
LocationHeadquarters
- HQ city
- El Segundo
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Incentify business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Subscription-based SaaS platform providing access to the Incentify discovery and management tools. Pricing appears quote-based for enterprise clients with multi-year contracts. The company maintains a 100% renewal rate with existing enterprise customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Enterprise tier with full platform access |
| Freemium | Pay-as-you-go | Free trial and demo available |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Incentify product offering
Product offeringCore offering
Incentify is a SaaS-based AI-powered tax credit and incentive (C&I) discovery and management platform. It offers three integrated modules — Explore for AI-driven incentive discovery across 1,200+ federal, state, and zone programs, AI Navigator for guided eligibility assessments and credit value estimation, and Optimize for portfolio management, payment forecasting, compliance alerts, and multi-jurisdiction filing. The platform is sold on a subscription basis to enterprise tax teams, advisory firms, and CPAs.
Product overview
Incentify is a unified tax credit and incentive (C&I) platform offering three integrated modules — Explore (discovery), AI Navigator (guided eligibility assessment), and Optimize (portfolio management) — powered by an AI eligibility-matching engine across 1,200+ federal, state, and zone-based programs. The platform is supplemented by a REST API and developer portal supporting CRUD operations for Projects, Credits, and Utilizations, plus Excel bulk import and custom feed adapter integration options. Explore provides AI-powered incentive discovery with multi-site evaluation and real-time legislative updates; AI Navigator replaces weeks of manual research with guided interactive reviews generating shareable stakeholder reports; and Optimize centralizes portfolio tracking, payment forecasting, compliance alerts, and multi-currency multi-jurisdiction filing management.
Differentiator
Problem solved
Functional benefit
Brands
- Explore: AI-powered incentive discovery platform that matches business profiles against 1,200+ federal, state, and zone-based programs for eligibility matching.
- AI Navigator
- Optimize
Products and services
- Explore AI-powered tax incentive discovery platform that instantly matches any U.S. address to all eligible tax incentives across 1,200+ federal, state, and zone-based programs with AI-powered eligibility matching. Provides multi-site and multi-entity eligibility evaluation, shareable incentive assessments, real-time legislative and regulatory updates, zone maps, and filing instructions. Targeted at enterprise tax teams, advisors, and CPAs who need to replace weeks of manual research with on-demand, AI-driven discovery.
- AI Navigator AI-guided interactive review tool that replaces weeks of manual C&I research with guided, interactive assessments that evaluate eligibility, estimate credit values, and surface filing requirements for any program. Produces program value estimates, filing requirements, forms, and deadlines, and generates branded, shareable stakeholder assessment reports for clients and advisors.
- Optimize Credit and incentive portfolio management module that centralizes tracking of all active programs, forecasts payments, automates compliance alerts with deadline and clawback notifications, and manages filings across jurisdictions and currencies. Includes role-based permissions for cross-team and advisor collaboration and multi-currency, multi-jurisdiction filing management.
- Incentify REST API REST API product for enterprise integration that enables customers to extract and ingest credits and incentives portfolio data programmatically. Supports Projects, Credits, and Utilizations resources with full CRUD operations, pagination, and JSON request/response format across Sandbox (api-sandbox.incentify.com/rest/v1) and Production (api.incentify.com/rest/v1) environments, with API key authentication passed via the x-api-key header.
Quantifiable outcome
- Reduces research time from weeks to days/minutes for credit and incentive discovery
- +5 more outcomes
Companies that use Incentify
Customer profileNamed customers12 records
Segments5 records
Ideal customer profiles3 records
Incentify technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability5 records
Feature6 records
Incentify partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- KPMGcoreKPMG made a minority equity investment in Incentify and expanded an existing collaboration to embed Incentify's AI discovery and qualification engine into KPMG's Digital Gateway platform as the KPMG Incentive Credit Opportunity Navigator (ICON). The combined capabilities help organizations identify and manage credits, grants, and incentives across more than 120 countries. This builds on KPMG's exclusive global alliance with Anthropic for Claude-powered Digital Gateway.
- Bloomberg Tax & AccountingcoreBloomberg Tax and Accounting partnered with Incentify to redefine how tax professionals access incentives intelligence. The partnership integrates Incentify's incentive discovery capabilities with Bloomberg Tax's platform, providing enhanced access to credits and incentives data for tax professionals.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Incentify competitors and assessment
Company assessmentBroad incumbents
- Avalara: Avalara is a leading cloud-based tax compliance automation platform covering sales tax, VAT, and related obligations. It serves enterprise tax teams with similar SaaS delivery but focuses on transactional tax compliance rather than incentive discovery, making it a broad incumbent in adjacent tax technology.
- Sovos: Sovos provides global tax compliance software for VAT, sales tax, and other regulatory obligations. Like Incentify it targets enterprise tax teams with SaaS delivery and integration capabilities, but it focuses on compliance rather than incentive discovery and management.
- Vertex: Vertex offers enterprise tax technology solutions including sales/use tax, VAT, and content management. It serves large corporate tax departments with integrated platforms comparable to Incentify's Optimize module, but it does not focus on credit/incentive discovery.
- Wolters Kluwer Tax & Accounting: Wolters Kluwer provides tax and accounting software including CCH and OneSource, serving corporate tax departments and accounting firms globally. It is a broad incumbent with comparable enterprise distribution and content/data assets that overlap with Incentify's compliance and advisory workflow positioning.
- Thomson Reuters ONESOURCE: Thomson Reuters ONESOURCE is a corporate tax software suite covering income tax, indirect tax, and trade management. It targets the same enterprise tax teams and Big 4 advisory firms as Incentify but with a much broader tax technology portfolio rather than a credit/incentive focus.
Direct peers
- Ryan LLC: Ryan is a large global tax services firm and Incentify customer/investor (Series A participant). Both firms serve enterprise clients on tax credit and incentive matters, and Ryan's own technology investments and tax advisory workflow make it a direct peer in the C&I services space.
- CreditDataMatrix: CreditDataMatrix provides credit and incentive tracking software for economic development and corporate site selection, with comparable program databases and matching capabilities. It is a direct peer serving overlapping economic development and enterprise site selection use cases.
Others
- Bloomberg Tax: Bloomberg Tax is a tax research and software provider that partnered with Incentify in 2025 to integrate incentives intelligence. It is both a partner and an adjacent platform with overlapping content and workflow serving tax professionals, making it a thematically related participant rather than a direct competitor.
- KPMG (Tax practice): KPMG's global tax practice is both Incentify's largest strategic partner (via ICON within Digital Gateway) and a minority equity investor. While primarily a customer/partner rather than a software competitor, KPMG's embedded use of the platform and parallel AI initiatives make it a closely related ecosystem participant.
Emerging players
- Questica: Questica provides budget and incentives management software primarily for the public sector and higher education. It overlaps with Incentify on the portfolio management and compliance side but with a different buyer persona and a smaller market presence.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Incentify social profiles
Digital presenceIncentify compliance and trust
Trust signalCompliance1 record
Incentify financial estimates
Financial estimateRevenue estimate
Valuation estimate
Incentify leadership team
Management profileNumber of profiles
Profiles5 records
Incentify funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Incentify M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Incentify
What does Incentify do?
Incentify is a SaaS-based AI-powered tax credit and incentive (C&I) discovery and management platform. It offers three integrated modules — Explore for AI-driven incentive discovery across 1,200+ federal, state, and zone programs, AI Navigator for guided eligibility assessments and credit value estimation, and Optimize for portfolio management, payment forecasting, compliance alerts, and multi-jurisdiction filing. The platform is sold on a subscription basis to enterprise tax teams, advisory firms, and CPAs.
Is Incentify a public or private company?
Incentify is a private company. It is classified as venture growth investor backed and is currently operating.
When was Incentify founded?
Incentify was founded in 2015. It employs 51 to 100 people.
Where is Incentify based?
Incentify is headquartered in El Segundo, United States, in the North America region.
How does Incentify make money?
One revenue line is on record: saaS Platform Subscription.
Who are Incentify's main competitors?
Broad incumbents on record are Avalara, Sovos, Vertex, Wolters Kluwer Tax & Accounting and Thomson Reuters ONESOURCE. Direct peers are Ryan LLC and CreditDataMatrix. Others are Bloomberg Tax and KPMG (Tax practice). Questica is listed as an emerging player.
Does Incentify have an API?
Yes. Incentify offers a REST API for enterprise customers that accepts and responds with data in JSON format. The API enables customers to extract and sync credits and incentives portfolio data, manage Projects, Credits, and Utilizations (CRUD operations), and integrate with centralized reporting systems. Available environments include Sandbox (api-sandbox.incentify.com/rest/v1) and Production (api.incentify.com/rest/v1). Authentication uses an API Key passed in the x-api-key header. The API supports pagination and provides endpoints for Projects, Credits, and Utilizations resources. Developer documentation is at developer.incentify.com.
What industry is Incentify in?
Incentify's product category is Tax Credit and Incentive Management Software. Its primary akta.pro industry code is FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 5132 and its SIC code is 7372.