Itemize

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Ratings & Reviews

Overall Rating

4.20 / 5 (106)

4.31 / 5 (270)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 6, 2020

December 17, 2019

Pros/Cons

  • Pros

  • I love the fact that I can easily extract data. I also like that I can setup account restrictions and distributions to make sure data is correct and accurate, not to mention it saves time!

  • Easy to use Wide range of training available Excellent customer support

  • Cons

  • Very expensive. Annual cost has gotten to the point where it almost matches what it would cost us to implement another software suite entirely.

  • The only big drawback with Financial Edge has been cost. The initial install and annual maintenance are a hefty price for a nonprofit struggling to serve its constituents.

  • Pros

  • The interface is easy and intuitive, the upload and processing speeds are fast, and the accuracy is fantastic.

  • I use Itemize personally and it has made my life much easier.

  • Cons

  • While I do not have any major complaints, the ability to capture tips is inconsistent, although that may be more due to my handwriting. However, filling that in manually is easy.

  • I do not like not being able to select pre-determined categories. I'd like a way to have a drop down of available categories to choose from.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

13 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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