Incentify

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.

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

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

• Tax credit discovery
• Incentive management software
• AI eligibility matching
• Enterprise tax compliance
• C&I portfolio platform

Headquarters

HQ city

El Segundo

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core 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

Named customers12 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability5 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• KPMGcoreStrategic or Co-development Partner · 18 June 2026KPMG 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 & AccountingcoreTechnology or Integration · 7 October 2025Bloomberg 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

Broad 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

• LinkedInlinkedin.com/company/incentifytechnology
• Xx.com/incentify1

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Incentify