Itemize Software


 

Itemize is a cloud-based accounting 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.

Itemize use artificial intelligence to analyzes receipt, extracts data points, scores the document for extraction accuracy and returns details via its API in under thirty seconds. All expense data is stored in the cloud for ten years with bank-level information encryption.

Itemize allows users to request or make a payment by accessing company account via mobile or desktop. 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 both with 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)

217 Reviews of Itemize

 

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Software Advice Reviews (1)
More Reviews (216)

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!!

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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!!!

 
 
 
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Rebecca from Real State

April 2018

April 2018

Signed up via call to office. Very easy to use.

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Pros

iPhone app - It is on the go! It is a great way to stay on top of your receipts to be ready for your taxes. I have recommended this company to friends!

Cons

They have 100% no customer service. If you call, they will not call you back. They will email you. No discussion. They do not answer questions at all. Only send videos. They do not have a way to add mileage on your mac.

Review Source: Capterra
 

Cara from Cara Dean property management

March 2018

March 2018

I am a basic user needing a place to store receipts and create reports for tax purposes.

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The app is easy to use and I can put my receipt in as soon as I make a purchase for quick categorizing, Reports were simple once I figured out what I needed

Cons

Sometimes the app loses connectivity and I have to take a picture of the receipt again, screen for custom reporting is not that simple for a basic user, but I am a programmer so the wizard wasn't that difficult for me, however some people may not find it that easy

Review Source: Capterra
 


March 2018

March 2018

Itemise was a fantastic tool for me to keep close watch over my spending and to categorise my spendi

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It was much more effective for my accounting needs compared to previous applications I had tried. Easy to use, and I liked that I could create my own categories.

Cons

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Review Source: Capterra
 

Steven from Century 21 Affiliated.

March 2018

March 2018

Very good, great.

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It is all mobile, I take my phone everywhere. I have done this once for my ten dollar gift card and I do not have a Linkden account and do not want one.

Cons

I think you should have a crop option for the receipts. I always take my picture of my receipts on my steering wheel.

Review Source: Capterra
 

Marcelo from LENSTEF

March 2018

March 2018

It is a good APP, but may improve few things

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Pros

The software is easy to use and control categorize the expenses. It has a good OCRecognition where most of the receipts is well identified.

Cons

Sometimes it does not save the info you input, then later you find multiple entries; I use it with 3 different currencies and countries, it would be great to keep the last input as default and to have some favorites Countries, Currencies as first options. I contacted the support and they never returned.

Review Source: Capterra
 

Stacey from Buckley companies

March 2018

March 2018

Slow to upload pictures

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Pros

It helps organize receipts, when the app works correctly. The filters are nice, but could be greatly improved.

Cons

Pics are slow to upload and sometimes the app freezes and pics are deleted and then you have to begin over. The software has a hard time recognizing names and dates and sometimes even dollar amounts, so you spend time making sure things are correct, which is adverse of why I purchased.

Review Source: Capterra
 

Nelly from Machinery

March 2018

March 2018

The applications was down too much time

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Pros

you will always have a clear copy of the receipt. Nice to look up and have all information on hand. Very detail information. Very good for tax purposes.

Cons

Was down too much time. Was having too much technical difficulties. Was not handy anymore. Would be perfect if it works the way its supposed too and available every time.

Review Source: Capterra
 


March 2018

March 2018

my experience has been mediocre

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Photos of receipts.

Pros

I like the ability to take photos on the fly. I also like the ability to make reports with pictures of the receipts and a total.

Cons

I can't link different emails. It is slow. It is not very intuitive. Labeling things on the fly is not possible.

Review Source: Capterra
 

Todd from Whatley Wilcox, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Works every time. You may have to put in some obscure place but usually not.

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Saves me money by making sure that my receipts are accounted for and therefore can be reimbursed. Great product.

Pros

It recognizes where you are most of the time. It helps me keep all the paper straight and makes sure I get reimbursed.

Cons

When it doesn't recognize the place I just got the receipt from. This is rare but it does happen and I know it can't be perfect.

Review Source: Capterra

  Response: Itemize, Itemize

Date: March 2018

March 2018

 

Thanks for the great review! If you ever have any issues please feel free to contact us at Support@itemizecorp.com!

 

Mary from Riverside Tours and Travel

March 2018

March 2018

Finally a place to keep all my receipts and in an easy to find place.

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Tracking expenses and being able to access them at tax time and not miss anything.

Pros

Ease of use and no ads which is huge for me. Being able to quickly add the info and quickly retrieve it. I was able to track one of last eye appoointments by pulling a received from my phone

Cons

Really there is not a con to it. if I had to pick on thing it would be more auto uploads of choices for costs. Maybe have a household section or a kids section that way I can see how much these kids are eating me out of house and home in addition to my business expenses.

Review Source: Capterra
 

Emerson from Mini Mach Media

March 2018

March 2018

It works as a tool. Nothing more.

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Pros

Being able to digitally take care of all the paper receipts and organize said receipts into digital files. Ability to classify them is key.

Cons

Speed is a problem when wanting to do it on the fly. Ease of use sometimes is lacking as there's sometimes too many steps. Pricing for full version feels a bit steep.

Review Source: Capterra
 

Richard from Desirez and Dreamz
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

I found Itemize to be very useful

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I was able to keep an account of my receipts.

Pros

I like that it automatically organizes my receipts and the app is very useful as well. Also syncing with my email is very convenient.

Cons

I find that this software is a little slow and not to user friendly. Definitely could be more efficient.

Review Source: Capterra
 

Daniel from Hometown Design-Build, LLC

March 2018

March 2018

Great concept, but definitely needs some work to be a great product I would recommend

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When it works properly it makes accounting for my construction business quite easy. Unfortunately it has a tendency to be rather glitchy and doesn't actually export all the data that I input when scanning receipts which is frustrating.

Pros

The ability to code receipts to different jobs as well as the ability to add activity codes to each receipt

Cons

Activity coding is a good idea but the data downloads dont take any of the activity data so its ultimately not useful.

Review Source: Capterra
 

bruce from Intraday Insights

March 2018

March 2018

instantly easy to use, but no customer support and limited features

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ease of use with no people no training

Pros

easy to snap photos, easy to create reports with photo receipts, easy to download pdf's, very easy to toggle between months

Cons

hate that i cannot delete dozens of emails that auto import, do not understand why the software cannot find a vendor name like Logan...Boston Logan Parking

Review Source: Capterra

  Response: Itemize, Itemize

Date: March 2018

March 2018

 

Hi! We do have customer support and they can be reached by e-mailing Support@Itemizecorp.com. Also, you don't have to auto sync your e-mail to the Itemize platform, we provide customers with the ability to forward e-mail receipts in manually if they wish to only track some receipts and not others.

 

Niamh from Niamh Mangan Associates

March 2018

March 2018

Love it!! Makes running a business so easy

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Pros

Quick to scan receipt so can do immediately.
Very Accurate scan with very little error
Easy to use and good layout

Review Source: Capterra
 

Brooke from Software

March 2018

March 2018

I reviewed 3 receipts scanners. I liked Itemize, but the claimed emailing of receipts didn't work

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Well it did scan and classify quite well. So I benefited by getting good electronic receipts.

Pros

I started trialing 3 receipt scanners + accounting view of data. Itemize is one of the best at scanning and classification. Easy to use and quite light so started quickly. I've taken a quick look recently after stopping using it, and the ability to query seemed to be VERY good. I like it a lot.

Cons

One of my requirements was to be able to email receipts. Itemize claimed to have 2 ways - monitored email account and email to a given address. Neither work. I tried over many weeks and emailed support without response (they however had replied quite well to other requests). I was trialing 2 other receipts apps which did work as advertised and I didn't have any more time or energy to put in to Itemize. I've now been scanning receipts in to the 2 other apps for 6 or so months and don't want to abandon all that data. So I will not be returning to Itemize. However I recommend any new users to give Itemize a go and test if the emailing functionality works.

Review Source: Capterra
 

Patricia from Delta Air Lines

March 2018

March 2018

Love Ease of the App

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Pros

Pictures are easy to take and upload and I like the end of the year reports. It is very helpful for taxes (although I'm not sure how helpful it will be filing for 2018)

Cons

I have a lot of medical expenses. I wish there was a way to add milage and parking costs at the same time I am loading the med expenses instead of adding them individually.

Review Source: Capterra
 

Mathy from Flying Giraffe Travel

March 2018

March 2018

Getting me organized with ease.

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Pros

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

Review Source: Capterra
 

Heather from Team PRIDE LLC

March 2018

March 2018

Overall very easy to keep track of experiences.

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Pros

Easy to use and great for staying organized with expenses. I like taking a picture of the receipts for proper storage and then having the spreadsheet option.

Cons

Sometimes isn't consistent and will change categories after they have been saved so I have to go back and save again. Don't like how tax is calculated separately.

Review Source: Capterra
 

C Lynn from OneTech

March 2018

March 2018

This app has saved me so much time!

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Pros

1. Never have to look for a receipt again
2. Stores accept pictures of the receipts for returns
3. End of the year report for tax purposes - The is has saved me HOURS of year end time when doing my taxes

Cons

1. Categories - wish I could just make my own and delete the other ones
2. Sometimes it's slow to connect to server so it takes a while to update my database.
3. Wish I could set up auto reports - where it would send them to my email monthly, yearly.

Review Source: Capterra