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.
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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.
Analysis
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.
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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.
Analysis
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.
