Itemize

Who Uses Itemize?

Itemize is perfect for small businesses, medium businesses, independent contractors, sales people, consultants, and sole proprietors.

What Is Itemize?

Transforming receipts into intelligent data

Itemize is an Artificial Intelligence platform that extracts data from receipts, invoices, and other commerce documents. The engine delivers intelligence that automates expense management, enhances accounts payable workflows, and improves compliance functions.

Itemize Details

Itemize

https://www.itemize.com/

Founded 2012

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Starting price

USD 9.99/month
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USD 6.00/month

Free Version

Free Version Yes
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Free Version Yes

Free Trial

Free Trial Yes
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Itemize deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

Itemize Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

View full list of Accounting Software

  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Categorisation/Grouping
  • Compliance Management
  • Configurable Workflow
  • Corporate Card
  • Credit Card Management
  • Currency Conversion
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • ERP
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Fraud Detection
  • Invoice Management
  • Invoice Processing
  • Mileage Tracking
  • Mobile Access
  • Mobile Receipt Upload
  • Multi-Currency
  • Policy Management
  • Projections
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Single Sign On
  • Spend Analysis
  • Spend Control
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Expense Report Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

View full list of Financial Reporting Software

Itemize Alternatives

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Itemize Reviews

Read all reviews

Overall rating

4.3/5

Average score

Ease of Use 4.3
Customer Service 4.1
Features 4.1
Value for Money 4.3

Review software

Share your experiences with other software buyers.

Write a Review!
Arshard A.
Chief Accountant
Accounting, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 28/03/2019

"The best finance manager"

Comments: When trying to handle year end taxes Itemize can come in handy. every transaction is stored in your personal folder, which comes in handy use when generating reports. Also, you can store all your receipts hereafter, there is no fear of losing any or hoarding a 100s of papers anymore. This makes finance managing very easy.

Pros: I need not save a bunch of receipts anymore for any unpredictable situations. I can just save it in the app, and if ever needed I can show use the pictures to show in stores and exchange my orders etc. Managing the expenses have become easier as I can enter the pictures easily into the expenses log.

Cons: The app sometimes crashes, which though is not a major drawback sometimes can be frustrating especially when you are in a hurry. And the categories are preset, sometimes we the users might prefer adding in their own categories.

  • Reviewer Source 
  • Reviewed on 28/03/2019
Ike P.
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    Unrated
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 18/05/2016

"How did i live without Itemize?"

Comments: I am using the Itemize App to capture any and all my expenses.
i take a picture of the receipt and ...bingo it creates a record for me and translates the image into the data record in seconds. Amazing. sometimes i may enter the project that it is related to. for me it saves many hours of organizing my expenses. at the end of the month I print a detailed report for my CPA. and i am done. no limitation on the number of items i capture. i also log my mileage for tax/exp reporting. in addition credit card receipts are automatically added to the Itemize App. all of this for about $100 ANNUALLY. it saves me ten times in hours and mistakes and frustration.

Pros: easy to instal, a pleasure to use, reliable, AI technology, responsive customer service. flexible for multiple levels and variations of reporting. no limitation on quantity and size for one flat fee. most advance features of it kind.
Reporting function may be done also from the PC.

Cons: unlimited reports but reporting function initiation should be more uniformed.

Vendor Response

by Itemize Corp. on 26/10/2016

Thanks for the great review! Please feel free to reach out to us at [email protected] for future any suggestions or questions you may have!

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 18/05/2016
June G.
Retired Educational Administrator
Education Management, 5,001-10,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support
    5 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/11/2018

"Love this program!"

Comments: I believe it’s a little expensive, as I only use it for my household expenses. I am retired so I do not have business expenses. I would love a little bit of a discount next year if possible .

Pros: The spreadsheets I can print at the end of the year!

Cons: Some of the glitches are frustrating, such as entering the type of expense, any title with the first letter higher than an L is not showing up right now!

  • Reviewer Source 
  • Reviewed on 20/11/2018
Chris C.
Administrative Support
Airlines/Aviation, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 22/11/2018

"Itemize review"

Comments: Our accounting department has used this product extensively to save us time as we go through invoices. We no longer need to have an associate enter every invoice we have. We are able to significantly cut our time on this task.

Pros: This software helps parse data from receipts, invoices, and the like, and I love that there is a software that can do all of this automatically for me.

Cons: The API has caused some issues for our company, but we have been able to get great help from customer service, and our IT personnel have been able to quickly implement their assistance.

  • Reviewer Source 
  • Reviewed on 22/11/2018
Mathy W.
Flying Giraffe Travel, Oasis/Palm Coast Travel, a member of Signature Travel Network
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 08/03/2018

"Getting me organized with ease."

Pros: The ease of use is wonderful and it has enough options for me to keep track of business, personal and charity spending.

  • Reviewer Source 
  • Reviewed on 08/03/2018