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Energy incentives agent for Procore

Finding tax incentives just got easier

Energy tax credits, rebates and deductions can add up to millions in savings — if you know where to look. Many contractors miss out because they don’t have the time or tools to track them down. Wipfli’s Energy Incentives Agent solves that.

Energy Incentives Agent runs directly in Procore, analyzing project data you’ve already entered. It pulls in key project details, such as location and square footage, to determine which energy tax credits, rebates and deductions you qualify for.

How it works

  • Project integration: The agent compares project data against current incentive programs to determine eligibility.

  • Interactive survey: A short survey refines your incentive estimate and uncovers additional savings opportunities.

  • Up-to-date estimates: Run the agent as often as you like so you don’t miss new programs, deadlines or rate changes.

  • Certification support: Store project documents in Procore for easier compliance, and schedule certification meetings using the agent.

  • Find hidden savings: Assess every project for potential tax credits, rebates and deductions. You can find more money for your business with less effort — potentially recouping all your Procore costs.

Tax savings make projects more profitable

Energy Incentives Agent connects the dots between job site decisions and available tax credits, making it easier to find and pursue savings. Bridge the gap between contractors and tax professionals — so you can maximize ROI on every project.

Explore different energy tax credits, rebates and deductions available to you on our energy tax incentives page or contact us to learn more about Energy Incentives Agent.

Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.