Incentify

Incentify

AI platform for discovering tax incentives

Overview

Incentify helps businesses, advisors, and franchises discover and manage tax credits and incentives (C&I) using an AI-powered platform. It addresses the friction, opacity, and complexity of the $1.2T annual C&I landscape by matching clients with advisors based on location and industry, and by centralizing reporting and workflows to oversee the entire C&I process. A key feature, Site Manager, organizes, monitors, and uncovers credits across multiple locations. The platform connects users with suitable experts and automates the end-to-end C&I workflow, making it easier to find, claim, and maximize eligible incentives. Incentify’s goal is to help organizations of all sizes unlock the full value of tax credits and incentives and to grow with ongoing product enhancements and expanding teams after a $9.5 million Series A.

About Incentify

Simplify's Rating
Why Incentify is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

El Segundo, California

Founded

2019

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Simplify's Take

What believers are saying

  • $9.5M Series A funds team doubling and platform expansion in 2025.
  • Serves Amazon, Kroger, Cargill, Tyson, Moderna, KPMG with 100% renewal.
  • Revenue from SaaS fees plus success-based advisor connections.

What critics are saying

  • Ryan LLC launches competing AI tools, eroding clients in 6-12 months.
  • IRS 2026 rules ban AI in federal claims, nullifying discovery engine.
  • KPMG bundles AI C&I services, poaches clients like Moderna in 12-24 months.

What makes Incentify unique

  • Incentify Explore launches industry's first AI-native C&I discovery engine.
  • Platform matches clients with advisors using location and industry AI.
  • Site Manager organizes incentives across multiple enterprise locations.

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Benefits

Hybrid Work Options

Company News

GlobeNewswire
Mar 19th, 2026
Incentify earns 'Tax and Accounting Innovation Award' for ai-powered incentive discovery.

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.

The Andalusia Star-News
Mar 19th, 2026
Incentify earns 'Tax and Accounting Innovation Award' for ai-powered incentive discovery.

Incentify earns 'Tax and Accounting Innovation Award' for ai-powered incentive discovery. GlobeNewswire | Incentify Today at 9:51am PDT 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." "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 its 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. Audra Mills Director of Marketing [email protected] This is a paid placement. For further inquiries, please contact GlobeNewswire directly.

AMCH LTD
Apr 4th, 2025
Incentify Secures $9.5 Million Series A Funding To Revolutionize Tax Credit And Incentive Management

Incentify has successfully secured $9.5 million in Series A funding, positioning itself to revolutionize tax credit and incentive management.

Los Necios
Apr 2nd, 2025
Los Necios AI Newsletter: April 2025 Edition

Incentify, an AI-driven tax startup, has successfully raised $9.5 million in a Series A funding round led by Innovent Capital Group.

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