Product
Energy Incentives Assistant
About
Energy Incentives Assistant is an AI agent from Wipfli that runs inside Procore to find energy tax credits, rebates and deductions for a project. It reads project details already in Procore — location, square footage, project type — to test eligibility, then runs an in-app survey, proposal, approval, document-collection and certification workflow without the user leaving Procore. Wipfli pairs the agent with its own advisory team from first estimate through certification.
How teams use it
By audience
- General Contracting
- Surfaces energy tax credits, deductions and utility rebates a project may qualify for from the location, square footage and project type already recorded in Procore
- Keeps the whole claim — survey, proposal, approval, document collection — inside Procore instead of a separate portal or email chain
- Tracks deadlines, rate changes and performance standards so an eligible project doesn't lapse unclaimed
- Owner/Developer
- Tests a project's incentive eligibility early enough that design and budget decisions can still be changed to qualify
- Builds the certification document trail needed to claim building-level energy incentives on a completed project
- Accounting & Finance
- Turns energy credits, deductions and utility programs into a quantified savings estimate tied to a specific project
- Produces a custom incentive proposal plus the supporting documents a tax filing and certification need
- Hands off to Wipfli's advisory team for the certification work the agent cannot complete in-app
By phase
- Pre-Construction
- Screens a proposed project for incentive eligibility while design and budget can still be adjusted to qualify
- Refines the estimate through an interactive survey so expected incentives can be carried into the budget
- Construction
- Re-checks active Procore projects as scope, deadlines and incentive rates change
- Collects and stores supporting documents in Procore as the work that earns the incentive is built
- Closeout & Operations
- Schedules the certification meetings that turn an approved proposal into a claimable incentive once the building is in service
- Keeps the certification package with the project record for the tax filing and any later substantiation
Integrations (0)
Energy Incentives Assistant runs inside Procore Project Management; see Built within.
No integrations recorded yet. Vendor data is curated; if you know of one, suggest a correction.
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