KPMG puts global tax incentives inside its claude-powered Gateway. Tarsilla Moura Chief Editor, SAPinsider & ERP Today Key takeaways. KPMG expanded its Digital Gateway by collaborating with Incentify to integrate an AI-driven tax credits and incentives capability, aimed at identifying potential financial benefits for clients across over 120 countries. The new tool, the Incentive Credit Opportunity Navigator (ICON), leverages a combination of KPMG's dataset and Incentify's technology to streamline the process of scanning and assessing incentive programs, reducing the time previously required for tax teams. KPMG's investment in Incentify reflects a broader trend of integrating AI into tax workflows, emphasizing the importance of data governance and collaboration across functions to enhance decision-making in capital deployment and market strategies. KPMG on June 18 announced the expansion of Digital Gateway Powered by Claude with a global tax credits and incentives capability built in collaboration with Incentify, giving clients a secure way to identify and act on credits, grants, and incentives across more than 120 countries. The announcement also includes KPMG's minority equity investment in Incentify, an AI-powered credits and incentives technology company. The KPMG Incentive Credit Opportunity Navigator, or ICON, is embedded directly into KPMG Digital Gateway, the firm's global client delivery platform. ICON combines KPMG's global incentives dataset with Incentify's US incentives warehouse, AI discovery and qualification engine, and client collaboration tools. KPMG said the tool can scan, categorize, and assess programs across federal, state, local, and international jurisdictions, reducing work that previously took tax teams weeks into days. "Incentives now sit at the center of many critical business decisions - where to deploy capital, how to build a workforce, which markets to enter - and they represent real money on the table for the companies that can identify which programs to pursue and the best way to capture them," said Richard Marcos, Global Credits, Grants & Incentives Leader at KPMG LLP. Tax incentives inside the AI platform. The ICON launch builds on KPMG's alliance with Anthropic, announced on May 19, which brought Claude into KPMG Digital Gateway for tax, legal, and private equity clients. Digital Gateway is KPMG's global technology platform, built on Microsoft Azure, that combines KPMG tax insights, proprietary tools, and client data in one environment. With Claude embedded, KPMG said professionals and clients can build agentic workflows inside the platform rather than moving between separate tools and chat windows. Adding ICON extends that strategy into a complex area of tax operations. Credits and incentives programs are often fragmented across jurisdictions, agencies, eligibility rules, program documents, and deadlines. For large companies, those programs can affect capital investment, workforce planning, site selection, sustainability projects, and market expansion. KPMG is positioning ICON as a way to bring that intelligence into the same environment where tax teams, clients, KPMG knowledge, client data, and AI already work together. Analysis. What this means: Governance will determine trust in AI-driven tax decisions. Credits and incentives carry eligibility, compliance, documentation, and audit risk, making security and accountability central to adoption. Organizations need clear controls over data access, model outputs, human review, and evidence trails before AI-assisted tax workflows can scale. Incentify: specialized tax technology. Incentify brings the specialized technology layer to the collaboration. The company's platform supports the incentive lifecycle, including discovery, qualification, compliance, monetization, and audit support. KPMG said ICON uses Incentify's AI discovery and qualification engine alongside KPMG's dataset and network of more than 1,200 incentive professionals. "With KPMG, we're putting AI to work at a global scale," said Laurence Sotsky, CEO of Incentify. "KPMG's dataset and network of more than 1,200 incentive professionals, paired with our discovery and qualification engine, give clients a single, intelligent view of what's available to them." The minority investment also fits KPMG's broader pattern of backing specialist technology companies through KPMG Ventures. The firm cited previous minority investments in Fieldguide, Ema, Wokelo, and Rhino.AI. What this means: AI platforms can push advisory work closer to ERP execution. KPMG is embedding ICON inside the same client delivery platform that connects tax knowledge, client data, and Claude-powered workflows. For enterprise technology leaders, this signals a broader shift toward AI platforms that act on finance and operational data rather than simply summarize it. Tax becomes more operational. The announcement points to a broader shift in how tax technology is being delivered. Tax credits and incentives are not only compliance matters. They influence where organizations invest, how they structure projects, how they manage workforce commitments, and how they evaluate the financial case for new markets or facilities. The connection to ERP and enterprise data is important. To determine eligibility and capture value, tax teams often need information from finance, HR, procurement, sustainability, capital planning, and operating systems. AI may accelerate discovery and qualification, but the quality of the outcome still depends on data access, governance, and collaboration across functions. KPMG's move shows how large advisory firms are embedding AI into workflow platforms rather than offering it as a separate assistant. For clients, the test will be whether these platforms can turn complex tax intelligence into governed decisions and repeatable execution. What this means: Tax teams can turn incentives into planning leverage. Credits, grants, and incentives can shape capital deployment, workforce strategy, site selection, and market entry decisions. ERP leaders should treat tax opportunity data as part of enterprise planning, not as a disconnected tax research exercise.

Incentify earns 'Tax and Accounting Innovation Award' for ai-powered incentive discovery. March 19, 2026 12:51 ET | Source: Incentify LOS ANGELES, March 19, 2026 (GLOBE NEWSWIRE) - Incentify, the leader in AI-powered credits and incentives technology, today announced that Incentify has won the "Tax and Accounting Innovation Award" in the 10th annual FinTech Breakthrough Awards program, conducted by FinTech Breakthrough, an independent market intelligence organization recognizing top global FinTech companies and products. As tax credits and incentives grow more complex and valuable, organizations face mounting pressure to identify opportunities accurately, document eligibility, and track shifting federal, state, and zone-based programs. Incentify's AI-powered incentive discovery platform, Explore, brings structure, speed, and confidence to that process; helping corporate tax teams, advisors, and CPAs uncover incentives across every entity, project, and location with greater clarity. Using Incentify's comprehensive and proprietary incentive data warehouse, Explore uses AI-driven matching to connect businesses with the right incentive opportunities in real time across federal, state, and zone-specific programs. By intelligently analyzing eligibility criteria, zone details, and supporting documentation, Explore eliminates the guesswork from incentive discovery and puts the right opportunities front and center. Central to the experience is Leia, an AI tax assistant trained on tax codes, giving users an intelligent guide through even the most complex incentive landscapes. This functionality is bolstered by Opportunity manager, which empowers collaboration with key stakeholders, and Site Manager, which allows businesses to bulk upload and manage multiple locations, uncovering, comparing, and tracking incentives as they evolve. "Incentify transforms this complex, opaque process into one that is more accessible," said Steve Johansson, Managing Director, FinTech Breakthrough. "The platform's comprehensive data infrastructure provides unmatched coverage and depth ensuring opportunities move easily from discovery to action. We're so pleased to recognize Incentify." "What once took teams of advisors and weeks of research can happen in real time. We're honored that FinTech Breakthrough has recognized the impact of our vision." "Incentify transforms this complex, opaque process into one that is more accessible," "The platform's comprehensive data infrastructure provides unmatched coverage and depth ensuring opportunities move easily from discovery to action. We're so..." "Explore was built around the core belief that AI can do the heavy lifting in the process of finding and capturing incentives, so customers never leave money..." "What once took teams of advisors and weeks of research can happen in real time. We're honored that FinTech Breakthrough has recognized the impact of our vision." "Incentify transforms this complex, opaque process into one that is more accessible," "The platform's comprehensive data infrastructure provides unmatched coverage and depth ensuring opportunities move easily from discovery to action. We're so..." "Explore was built around the core belief that AI can do the heavy lifting in the process of finding and capturing incentives, so customers never leave money..." "What once took teams of advisors and weeks of research can happen in real time. We're honored that FinTech Breakthrough has recognized the impact of our vision." "Explore was built around the core belief that AI can do the heavy lifting in the process of finding and capturing incentives, so customers never leave money on the table," said Laurence Sotsky, CEO of Incentify. "What once took teams of advisors and weeks of research can happen in real time. We're honored that FinTech Breakthrough has recognized the impact of our vision." About Incentify Incentify is the leading AI-powered platform for tax credits and incentives. Trusted by global enterprises such as Amazon, Walmart, Paramount, Cargill, and powering the Bloomberg Tax Credits & Incentives Tool. From discovery to compliance, monetization to audit support, Incentify's AI-driven technology transforms the way organizations access and maximize incentive value. Learn more at www.incentify.com. About FinTech Breakthrough Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the globe, the FinTech Breakthrough Awards program is devoted to honoring breakthrough innovation in Financial Technologies and Services companies and products. The FinTech Breakthrough Awards provide public recognition for the standout achievements of FinTech companies and products in categories that include Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more. For more information visit FinTechBreakthrough.com. Tech Breakthrough LLC does not endorse any vendor, product or service depicted in our recognition programs, and does not advise technology users to select only those vendors with award designations. Tech Breakthrough LLC recognition consists of the opinions of the Tech Breakthrough LLC organization and should not be construed as statements of fact. Tech Breakthrough LLC disclaims all warranties, expressed or implied, with respect to this recognition program, including any warranties of merchantability or fitness for a particular purpose.