About Itemize

Itemize is a data capture and expense management solution which extracts, categorizes, and itemizes data from digital and paper receipts, and generates expense reports.

Users can process an unlimited number of paper and digital receipts, extracting information including merchant information, additional charges, and payment amounts. Itemize can connect to users’ email accounts to enable the automatic extraction of digital receipts, or users can send invoices and receipts by email to their Itemize inbox. Paper receipts can be photographed for data capture, without the need for manual data input.

Itemize enables users to create and share custom expense reports on their mobile phone or computer, with no need to return to the office to submit them. Reports can be exported in both Excel and PDF formats.

With the Itemize iOS and Android mobile apps, users can make and request payments on the go, and request to be reimbursed through the Pay Me Back feature, using any receipt. Itemize also calculates mileage rates for distance-based reimbursement. Users can track the progress of their reimbursement request as it moves along the expense approval workflow.

Key benefits of Itemize

  • Itemize can be configured to automatically extract digital receipts from users’ inboxes, or users can forward emails containing receipts or invoices to their Itemize inbox.

  • Data from paper receipts is extracted from photos, rather than requiring manual data input.

  • Users can make or request payments using any receipt, from their mobile phones.

  • Itemize automatically calculates mileage rates and distance-based reimbursement.

  • Users can generate and share custom expense reports both from their computer, and their mobile phone, using the Itemize app.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia, India and 3 others, Japan, Brazil, Mexico

    Supported Languages

    English, French, Irish, Portuguese, Spanish

    Images

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    Features

    Total features of Itemize: 29

    • API
    • Access Control
    • Account Reconciliation
    • Accounting Integration
    • Accounting Management
    • Approval Process Control
    • Auditing
    • Automated Expense Input
    • Billing & Invoicing
    • Cash Management
    • Categorisation
    • Compliance Management
    • Data Extraction
    • Data Filtering
    • Data Import/Export
    • Data Synchronisation
    • Employee Management
    • Expense Claims
    • Expense Tracking
    • Invoice Processing
    • Multi-Currency
    • Multi-Location
    • PCI DSS Compliance
    • Quality Assurance
    • QuickBooks Integration
    • Receipt Management
    • Reimbursement Management
    • Reporting & Statistics
    • Secure Data Storage

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    Reviews

    Overall rating

    4.3 /5
    (272)
    Value for Money
    4.3/5
    Features
    4.1/5
    Ease of Use
    4.3/5
    Customer Support
    4.1/5

    Already have Itemize?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 272
    Arshard A.
    Overall rating
    • Industry: Accounting
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    The best finance manager

    Reviewed on 28/3/2019

    When trying to handle year end taxes Itemize can come in handy. every transaction is stored in your...

    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.

    Ike P.
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    How did i live without Itemize?

    Reviewed on 18/5/2016

    I am using the Itemize App to capture any and all my expenses.
    i take a picture of the receipt and...

    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.

    Response from Itemize Corp.

    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!

    June G.
    Overall rating
    • Industry: Education Management
    • Company size: 5,001-10,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Love this program!

    Reviewed on 20/11/2018

    I believe it’s a little expensive, as I only use it for my household expenses. I am retired so I do...

    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!

    Verified Reviewer
    Overall rating
    • Industry: Writing & Editing
    • Company size: Self Employed
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Don’t Get Lost in the Shuffle: Receipt Tracking Made Easy

    Reviewed on 16/6/2020

    This software is great, as it takes away so much of the hassle and frustration I’ve experienced in...

    This software is great, as it takes away so much of the hassle and frustration I’ve experienced in the past when trying to keep track of and categorized my receipts and expenses. It’s like hiring an accountant for $10 a month!

    Pros

    The fact that I am able to take a picture of my receipt and have the important information imported into Itemize saves time and frustration! Not only can I store my receipts digitally, without worrying about keeping the paper copy, but I can also save them on the Cloud and access them from any device.
    Another great feature is the ability to sort through my receipts based on various categories. But, best of all: I’m able to create PDFs and import all of my expense information into programs like Quickbooks and Excel.

    Cons

    I’ve encountered some bugs while using the program; however, most problems have been fixed with their latest update. Unfortunately, the app can run a bit slow.

    I also wish that they would lower the price point for the premium version (the only version that is worth it), however, in the long run, I probably saved just as much on taxes by being able to itemize my expenses accurately as I have spent subscribing to this app.

    Chris C.
    Overall rating
    • Industry: Airlines/Aviation
    • Company size: 11-50 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Itemize review

    Reviewed on 22/11/2018

    Our accounting department has used this product extensively to save us time as we go through...

    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.

    Showing 5 reviews of 272 Read all reviews

    Itemize FAQs

    Below are some frequently asked questions for Itemize.

    Itemize offers the following pricing plans:

    • Starting from: US$9.99
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Itemize offers a 14-day free trial. Pro - $9.99/month

    Itemize offers the following features:

    • Access control
    • Auditing
    • Automated invoice processing
    • Automatic digital receipt extraction
    • Cashflow management
    • Categorization
    • Compliance management
    • Custom expense reports
    • Data synchronization
    • ERP integration
    • Employee management
    • Expense approval workflow
    • Export data as CSV or PDF
    • Itemize inbox
    • Make and request payments
    • Mileage rates and reimbursement
    • Multi-location
    • Multiple job codes
    • OCR receipt scanner
    • Photo extraction of paper receipts
    • QuickBooks integration
    • Receipt Processing API
    • Receipt sorting and filtering
    • Receipts with foreign currencies
    • Reimbursement management
    • Reporting
    • SOC2, PCI, GDPR, Privacy Shield certified
    • Secure cloud storage
    • Transaction matching
    • Triple Check quality assurance
    • Unlimited receipt processing
    • VAT tracking
    • Verification & reconciliation
    • Xero integration
    • iOS and Android apps

    Itemize has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Itemize supports the following languages:

    English, French, Irish, Portuguese, Spanish

    Itemize supports the following devices:

    Android, iPhone, iPad

    Itemize integrates with the following applications:

    Dropbox Business, FreeAgent, FreshBooks, Google Drive, Microsoft 365, QuickBooks Online, Quicken, Sage Business Cloud Accounting, Sage Intacct, Xero

    Itemize offers the following support options:

    Video Tutorials, FAQs, Online Support, Phone Support, Knowledge Base, Forum

    Related categories

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