Wipfli launches energy incentives assistant for Procore, unlocking millions in tax savings for contractors

Wipfli has officially launched its new energy incentives assistant for Procore, a game-changing tool designed to help contractors uncover energy tax credits, rebates and deductions—right from their existing data.

This isn’t just another software add-on. It’s a strategic advantage.

The energy incentives assistant runs directly in Procore, analyzing project details like location, square footage and type to match them with eligible energy incentives. Contractors can run the agent as often as needed to stay ahead of changing programs, deadlines and rates.

“We’re excited to bring this to market because it’s not just about saving money—it’s about empowering contractors to make smarter decisions and maximize every project’s potential,” said Ryan Rademann, partner at Wipfli. “This tool bridges the gap between job site decisions and tax strategy, helping firms turn missed opportunities into real dollars—without adding complexity.”

The assistant also includes an interactive survey to refine estimates and uncover additional savings, plus certification support to streamline compliance. By storing project documents in Procore and scheduling certification meetings through the assistant, contractors can simplify the process and reduce administrative burden.

This launch reflects Wipfli’s continued investment in construction technology and tax innovation. The firm’s Procore-certified consultants have helped hundreds of clients integrate Procore with ERP, CRM and other systems to improve visibility, collaboration and compliance.

Explore Wipfli’s full suite of construction and energy tax solutions and see how the Energy Incentives Assistant can work for you.