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.

Supported Operating System(s):
Web browser (OS agnostic)

227 Reviews of Itemize

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  • Clayton from Consulting

    Number of employees: 1 employee

    July 2018

    The one stop shop!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overly satisfied.

    Pros

    This makes doing my tax and reimbursables so easy. I don’t have to keep paper receipts anymore and saves countless hours at tax time. It is a must for anyone.

    Cons

    Defaulting to USD over AUD. It was a pain to do it on very item.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Asya from Hope Unlimited People Services, LLC

    Number of employees: 11-50 employees

    July 2018

    My review

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    We not longer find a use for it.

    Pros

    They were able to read the information on the receipt for the most part.

    Cons

    Wasnt able to capture the information on all receipts which caused me to have to manually enter information from the receipt.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marty from Becker's School Supplies

    Number of employees: 51-200 employees

    July 2018

    Helps me get organized.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    I was constantly loosing receipts and expense reports were becoming a nightmare for me. Itemize takes seconds to snap a picture of the receipts and record them onto a excell file.

    Cons

    The only downside to the software is it sometimes miss reads the receipt and put the wrong label or price.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Paddy from PP Jansen Consulting

    Number of employees: 1 employee

    July 2018

    Simple and easy to use - great for freelance consultants

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    As a freelance consultant I travel a lot, for multiple clients on multiple projects. Itemize allows me to keep track easily and create custom report quickly in order to bill my clients, accurately and without missing one receipt.

    Pros

    Very simple and easy to use. Does exactly as expected for a independent freelance consultant. After looking long and hard, this tool is the best for expense management - never loose track and quickly create reports!!

    Cons

    The app is simple and easy to use. The website version could probably have a little more functionality included. Concern is backups and loss of data.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • James from Meadowlark Holdings LLP

    Number of employees: 11-50 employees

    July 2018

    0 (Zero) on Support.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Tried call "sale, support" never call back. Tried chat (it said someone will contact you soon), never call or contact. our company would have add more than 10 licenses, but now looking for another app that have better support.

    Pros

    I think this app is just average. it's simple to used.

    Cons

    Can't add more descriptions on note. (due 100 < character limit). Have to paid extra 1 license for company account (Owner) which is never used. sometimes itemized server down. can't send report. can't add attachments (photo of product or notes) to the receipt (photo).

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Courtney from services

    Number of employees: 2-10 employees

    July 2018

    Great Product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I primarily use it for personal expenses and have appreciated the email feature! I love it that I can send all of my receipts straight to the email to have them put into the system.

    Pros

    I love how easy it is to use and categorize expenses. I have saved so much time not having to manually enter everything into a spreadsheet.

    Cons

    The pictures don't always upload clearly - sometimes they come in quite fuzzy and hard to read. I also think the Pdf feature and generating reports could be made more user friendly.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • ROB from FARMERS INSURANCE

    Number of employees: 51-200 employees

    July 2018

    BEST APP FOR SALES PROFFESIONALS

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    TOTALLY SATISFIED WITH THIS APP AND 3 OF MY COLLEGUES STARTED TO USE IT BASED ON MY FEED BACK. HIGHLY RECOMMENDED!!

    Pros

    THAT YOU ARE ABLE TO TAKE A PIC OF THE RECEIPT AND ALL THE DATA TRANSFER TO THE APP, INCLUDING THE LOGO OF THE COMPANY. REPORTS ARE AMAZING!!!

    Cons

    I LOVE EVERYTHING ABOUT IT. THERE IS NOTHING I DONT LIKE ABOUT THE APP.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Samuel from Millennial Financial Group

    Number of employees: 1 employee

    July 2018

    Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The speed and design

    Cons

    The fact that the pictures read wrong more often than not.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stacy from Owensboro Innovation Academy

    May 2018

    So easy to keep track of all of your receipts and get needed reports!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very simple to navigate and helps you stay organized throughout the year. You are able to get simple reports when needed!

    Cons

    It would be nice if it was a free service, but the cost isn't bad. Some major stores aren't recognized when you scan receipts.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Heather from Associate Veterinarian

    May 2018

    Have used this product for a couple years to keep my receipts organized and very easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use and simple to navigate. Not time consuming in order to get my receipts organized and imputed into the system especially if it is a long receipt that you do not think the system will be able to accurately read and upload

    Cons

    Having to pay a fee monthly, that it sometimes does not recognize the name of some of the major stores off the receipt

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rebecca from Real State

    April 2018

    Great for a small business owner to track receipts for taxes. Super pleased with layout of app.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use. It also sends you reminders. Makes tracking receipts easy. It is that simple reminder each day that makes me track my receipts and mileage which makes doing my taxes super easy.

    Cons

    Sometimes the app does not work properly. It can blank out when you are trying to enter a receipt into the app. I would like to see improvements in this area.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Cara from Cara Dean property management

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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

    .

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Steven from Century 21 Affiliated.

    March 2018

    Very good, great.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marcelo from LENSTEF

    March 2018

    It is a good APP, but may improve few things

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stacey from Buckley companies

    March 2018

    Slow to upload pictures

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nelly from Machinery

    March 2018

    The applications was down too much time

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    my experience has been mediocre

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Todd from Whatley Wilcox, PLLC

    Number of employees: 2-10 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Itemize, Itemize

    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

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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