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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Itemize pricing overview

Itemize has a free version and offers a free trial. Itemize paid version starts at US$9,99/month.


Starting Price

US$9,99/month

Pricing Details

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

Free Version

Yes

Free Trial

Yes

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 Reporting Tools

Itemize Alternatives

More Itemize alternatives

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 2019/03/28

"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 2019/03/28
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 2016/05/18

"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 2016/10/26

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 2016/05/18
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 2018/11/20

"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 2018/11/20
Verified Reviewer
Freelance Writer and Editor
Writing & Editing, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020/06/16

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2020/06/16
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 2018/11/22

"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 2018/11/22