Itemize

RATING:

4.3

(274)

About Itemize

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 reim...

Itemize Pricing

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

Starting price: 

$9.99 per month

Free trial: 

Available

Free version: 

Available

Expense tracking
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Itemize Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4

Value for money

4.5

Functionality

4

Most Helpful Reviews for Itemize

1 - 5 of 274 Reviews

Matt

Verified reviewer

Arts and Crafts, 51-200 employees

Used monthly for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Expense management made simple

Easy to use expense management. Just take photos of invoices/receipts and it does all the work of storing that data and giving you an expense report. It's quick to get you your report. Great sofftware for anyone looking to keep data of their expenses.

PROS

Easy to use. Take photos of invoices/receipts and it will do the work

CONS

Nothing I can think of, all works well with it

Paul

2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed October 2016

Itemize is pretty good

Had some customer support issues when they were transitioning me from the original version to the new one and they weren't as responsive initially. It got better and the people I did talk to to get my account fixed were friendly and helpful. App itself is pretty good though it does have the capability to freeze up on occasion when trying to save a receipt. Don't love the subscription model, but it is what it is. I wish that Itemize would do better at automatically categorizing charges that are processed through Square, PayPal, etc when I forward the email to them. They don't track it back to the vendor, but instead it gets listed as Square/PayPal/other payment processor. It's funny because I forward my Itemize invoice that comes via email, and Itemize doesn't even recognize that it is an Itemize bill. Anyways, I think there is room for improvement, but it mostly serves my purposes pretty well which is saving my receipts for my business and categorizing them.

PROS

Quick, much better reading capability (OCR), pretty simple.

CONS

Recognize the emailed payment processing better -- so we see the actual vendor and not "Square". Wish there was a little more reporting/summarizing capabilities.

Vendor Response

Thanks for the great review. Unfortunately with the automatic processing on digital receipts, we have to use the email address and logo from the original e-mail forwarded, this is something we hope to change in the future. Please feel free to reach out to us at Support@itemize.com if you ever run into any issues!

Replied October 2016

June

Education Management, 5,001-10,000 employees

Used daily for more than 2 years

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

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed November 2018

Love this program!

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!

Henry

Financial Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed October 2016

Set your Business straight for year in taxes

Your HELP HAS ARRIVED! Every year business owners scramble to put together year end summaries for taxes. Using the Itemize App. as a tool for preparing year end taxes is just like having a CPA year round. Itemize will record file every transaction from a credit card or checking account and file away in your personal account for year end taxes. As a Financial Professional client meetings, meals and entertainment, car mileage, and fuel oil are all dedications and I need all the help possible keeping this organized! Thank you Itemized! Hank Alaska

PROS

Organization of you business affairs

CONS

Not having ability to access all credit cards makes, like Cabela's VISA, Sears Citibank

Vendor Response

Thanks so much for the great review, we have noted the additional requested credit cards and check in about adding them! If you ever have any suggestions or questions in the future please reach out to us at Support@itemize.com.

Replied October 2016

Sonu

Financial Services, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2016

Excellent financial tracker

Love the ease of use and functionality that this app offers. Keeps all of my information in one place and makes it quite easy for access when needed. Will recommend to all. Worth the money.

PROS

Easy to use and access.

CONS

Crashing at times.

Vendor Response

Thanks for the great review! We have recently released our most stable build to date so we hope that you do not experience any future crashing issues. We have noted your suggestions on the receipts and will add them in for future development. Please feel free to contact Support@itemize.com for any questions or suggestions you have in the future!

Replied October 2016