Itemize Software


 

Itemize is a cloud-based accounting software solution specializing in expense management. This product is designed for use on mobile devices. Users take pictures of invoices and receipts with their smartphones or tablets, and that data is then stored and can be used to generate expense reports.

Useres can itemize extracts data from receipts within 15 seconds, and are not required to enter any additional information. They can then create and share expense reports. All expense data is stored securely in the cloud.

Itemize features a “Pay Me Back” tool, which allows users to request or make a payment from any device. They can also track mileage for business trips. This solution automatically calculates mileage rate and reimbursement based on distance.

Itemize offers integration with Xero and Quickbooks Online. It is priced per user per month. Mobile apps are available for Android and iOS.

 

Itemize - Expense tracking
 
  • Itemize - Expense tracking
    Expense tracking
  • Itemize - Expense details
    Expense details
  • Itemize - Capture receipt
    Capture receipt
Supported Operating System(s):
Web browser (OS agnostic)

183 Reviews of Itemize

 

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Software Advice Reviews (1)
More Reviews (182)

Showing 1-1 of 1

Carrie from Pet Care
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

They are withholding my receipts with NO WARNING! AVOID!!

Ease-of-use

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AVOID AVOID!! They steal your receipts and you cannot get them back unless you pay big amount!!!

Cons

This was a free service and rather than say they are no longer free, they TAKE all your receipts away unless you pay a TON of money to get them back! This is UNLAWFUL. Avoid these people and this app at all costs!!!

 
 
 
Showing 1-20 of 182

Trista from Lattitude Adjustment Travel
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Awesome for on the go!

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I'm a full time flight attendant and travel agent and don't sit still long. This is the first program that I've found that works with MY schedule and helps keep me organized!

Source: Capterra
 

Chriss from CNC

January 2017

January 2017

It helps to have it, but it needs improvement

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It is easy to use, but not always accurate. You do have to double check the dates and amounts or the vendors. Also, I don't like the way you can sort things. A more user friendly GUI would help. Sometimes it just shuts down and you have to start over...:(

Pros

- just taking pictures
- not too expensive

Cons

- the GUI needs improvement
- sometimes it shuts down
- filters need a better overview

Source: Capterra
 

Diana from The Collagen Bar

January 2017

January 2017

Itemize review

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Good app! I like how easy it is to upload the picture and it picks up the transactions. Wish they had a yearly subscription that is cheaper.

Source: Capterra
 

MICHAEL from DUO Home Inspection

January 2017

January 2017

Needs help!!

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Very slow or kicks out often. This would be a great idea but it needs help and support. I pay every month hoping someone will fix. Also very hard to navigate to the reports section. After a update this all changed, please make it easier to use.

Pros

Could be great the idea is there!!

Cons

Very slow to load and hard to access the reports section to give you a monthly.

Advice to Others

Get it fixed or you will loose a customer and please change it back to the original I bought because it was easy to use. You have made it too complicated...

Source: Capterra
 

Diana from The Collagen Bar

November 2016

November 2016

Review of itemize

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So far so good but sometimes there's difficulty in loading or time of loading is too long. Think the scan works at 80% of time. Thanks

Pros

Ease of taking a picture and having it load up info.

Cons

The timing and when it stalls

Advice to Others

Better pricing

Source: Capterra
 

Sharon from New Avon LLC, Nova Team
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Budgeting and keeping track of expenses

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Love this app...helps keep me on track. I use this app to keep track of all my expenses. I love the feature of taking a picture of receipets as I receive them. A definate must for any business owner especially those with a home based business to keep track of expenses.

Source: Capterra
 

Octavian from Michaelsons
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Very helpful app

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It save lot of time. I would appreciate if the printed report might have an option to have the receipt printed again.

Pros

Scanning the receipt is awesome

Cons

It should have the option to reprint the receipt

Advice to Others

No

Source: Capterra
 

Don from Hilltop Community Church
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Useful receipt management

Ease-of-use

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Itemize helps me manage receipts and print reports for work and income tax purposes. The subscription is spendy, but the time it saves is worth it.
Customer problems are resolved quickly: you actually contact a person, and they're quite helpful.

Pros

A time saver; ease of creating reports.

Cons

Subscription cost just SKYROCKETED.

Advice to Others

It would be great if you had the option of displaying only those receipts in a particular category. For instance, I record receipts for both work and tax purposes. I'd like to view only those receipts in one category or the other.

Source: Capterra
 

Lauren from none
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Easy to get organized

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Love the ease of uploading receipts. Wish the interface for tagging was a little easier. I have multiple businesses. I haven't yet figured out how to categorize per business. I also haven't figured out yet how to create categories to track spending. That would be a cool addition! (Maybe that capability is already there and I just haven't found it yet.)

Pros

It is really simple and easy to upload receipts.

Cons

I want more flexibility in usage. I would like to be able to designate receipts to more than one business. I would also like to utilize this app simply as a way to track spending in categories.

Advice to Others

Great app. Keep deepening and widening it! Go team go!!

Source: Capterra
 

Ron from DMS Services

November 2016

November 2016

Tax Man Loves it

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Very easy to use, and my tax person loves it, simply the best app to use to track a busy guy like me which travels all over the US for business. Its truly a GREAT app.

Pros

easy to use, easy to fine a receipt, nicely labeled.

Cons

NONE yet

Source: Capterra
 

Ron from private
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Scratching the Surface

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I know that I barely scratch the surface of Itemize. However for my purposes, it works. When I'm traveling, I use Itemize to capture all of my receipts. Then when the U.S. Mail loses my expense report that I send to Corporate, I have accurate copies that I can resubmit.

Pros

Ease of use

Cons

nothing

Advice to Others

no

Source: Capterra
 

Fayez from PFIS

November 2016

November 2016

Use it every day

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I use this app every day. Business receipts. Personal. Dinner. The search of restaurant and gas stations. Sometimes crashes and lags but I use this app every day

Pros

Easy to use. Organize your receipts and always be able to go back and see image of that receipt

Cons

Sometimes crashes

Source: Capterra
 

Deb from DCR Consultants Inc.

November 2016

November 2016

Best App for Tracking Expenses

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I have been using this app for 2 years to track 2 business expenses, my personal expenses and autodrafts. Easy to use. Report feature is great. I could not be more pleased. Highly recommend!

Pros

Ease of use

Cons

Sometimes receipts have to be loaded more than 1x

Source: Capterra
 

Margaret from Self

November 2016

November 2016

Awesome app

Ease-of-use

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This makes keeping track of expenses so easy. Receipts fade over time this allows me to always have a legible copy. Customer support is also very responsive

Source: Capterra
 

Lai P from ELYSIAN llc
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

General Receipt Records

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Use program solely for recording receipts at time & convenience of recording to expense categories is adequate for the needs. Anymore complicated than that have not explored.

Pros

Convenient at time to quickly take copy of receipts log into expense category

Cons

The system shuts down often

Advice to Others

Needs to be more advance in picking up more categories off sales receipts

Source: Capterra
 

Amber from Ambro LLC

November 2016

November 2016

Must-Have To Track Expenses!!

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I was finally organized! This is a must-have to track expenses. It's very easy to use! I was able to log my expense before leaving the store. The reporting is incredible. Tracking my expenses was a huge task and papers everywhere. This made it much easier and more organized!

Source: Capterra
 

Susan from The Powers Group

November 2016

November 2016

Useful and easy!

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I liked this software a lot. The app was handy and useful. Occasionally, I had trouble with the receipts reflecting the correct amounts, but that was infrequent. Overall, it was very useful.

Pros

Ease of use.

Cons

Sometimes read the receipt incorrectly.

Source: Capterra
 

Ashley from Allan Enterprises

November 2016

November 2016

A useful tool

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We use this a lot at our company. We have a small business and we have to keep track of our expenses on our own. This really helps us to stay organized and on top of things! We love how easy it is to use.

Source: Capterra
 

Connie from None

November 2016

November 2016

My experience

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Itemize runs a bit slow and occasionally, loses a receipt picture, and then has to be re-taken, but overall, I like this app. I haven't used many reports yet, I will reserve judgment on this until tax time!

Pros

It's on my phone

Cons

It runs a bit slow

Source: Capterra
 

Robert from NMB
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

Controlling expenses

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Value for Money

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Very key tool. I have normal family needs, plus those of an elected City Councilman. Lots of options you can customize easily for your circumstances

Pros

Flexibility

Cons

Learning options

Advice to Others

Use it

Source: Capterra