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)

257 Reviews of Itemize

 

Start your review of Itemize

Click to start
https://www.softwareadvice.com/accounting/itemize-review/
Software Advice Reviews (1)
More Reviews (256)

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

Functionality

Product Quality

Customer Support

Value for Money

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 256

Jennifer from J & L Management
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

Easy and convenient receipt management

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

Ease of use and assigning expenses to a particular project. Saves hours of time and organizes year end totals effortlessly.

Cons

No ability to create categories and subcategories. Some of my companies want reports specialized to them, so I cannot use this.

Review Source: Capterra
 

Asya from Hope Unlimited People Services, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Itemize Review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Being able to keep track of receipts for a small business.

Cons

The software didnt always read the receipt information correctly in the picture. Sometimes I would have to amnually type in the information which defeated the purpose of using the camera option.

Review Source: Capterra
 

Cr Peter from Ku-ring-gai Council
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

If only....

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

I purchased Itemize when it appeared I would need to keep accurate records of expenditure incurred as a part of my role. However, my employer changed the system that was previously used, rendering the need for Itemize redundant.

Despite my change of circumstances and my cessation of a need, I have continued to promote Itemize to friends and colleagues in other areas. Some have taken my suggestion seriously and become customes.

Pros

I found Itemize incredibly intuitive, easy to use and very functional.

Cons

I don't think I have any negative experiences to cite.

Review Source: Capterra
 


November 2018

November 2018

Tips for Itemize

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My best advice is to take direct pictures of your receipts directly with your camera. This will save a lot of time.

Pros

Easy to use interface and it’s quick! Easy to update

Cons

Takes some time to acclimate to it but gets easier as you go

Review Source: Capterra
 

Sam from Heating and air
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Ok

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It’s ok but that is all it does, just keep receipts

Pros

That’s it keeps a record of the receipts

Cons

That you have to log in everytime you open it.

Review Source: Capterra
 

David from Fox Racing
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

Itemize

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

With a full year experience overal it’s pretty good way to keep track of receipts and spending. In the end for taxes you will need to roll up the sleeves a bit and dig through the overal spending info.

Pros

I liked the ease of tracking my spending receipts. This helped with tax time and speeding up my return process.
I liked the fact it saves the receipts so I didn’t need to.

Cons

It didn’t break it out in a spread form that was easy to read and is costly.

Review Source: Capterra
 

courtney from Consulting Services
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Easy and straight forward

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I like it enough to keep using it, but if a comparable company were to pop up with excellent customer service, I'd switch in a heart beat.

Pros

I love how easy it is to take pictures of the receipts and have all the information pre-populate.

Cons

It is challenging to remove tags and categories after they have been added. The computer version is not easy to use. I had some challenges several months ago and could not reach a customer support agent. I also use this program for a few clients and it's not easy to log out/log in if you get the wrong information. For example, if I enter an incorrect email address the system will repeatedly ask me to sign up again. The repeated pop ups make it very challenging to enter a new email address.

Review Source: Capterra
 

Angie from Heartland
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Itemize review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Okay other than it's not working right now.

Pros

It's convenient for use on the road & easy to categorize.

Cons

The category titles do not all fit in the

Review Source: Capterra
 

Daniel from Payne Enterprises of Great Falls
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Meh

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It was somewhat easy to use albeit rather glitchy to use

Cons

The cost, the glitches and lack of overall quality, and the mileage log doesn't reflect current IRS business mileage rates

Review Source: Capterra
 

Chris from Zenith Aviation, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Itemize review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Our accounting department has used this product extensively to save us time as we go through invoices. We no longer need to have an associate enter every invoice we have. We are able to significantly cut our time on this task.

Pros

This software helps parse data from receipts, invoices, and the like, and I love that there is a software that can do all of this automatically for me.

Cons

The API has caused some issues for our company, but we have been able to get great help from customer service, and our IT personnel have been able to quickly implement their assistance.

Review Source: Capterra
 

Alan from Mullany & Co Interior Solutions
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Perfect small business app accessory!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

All my receipts in one effective cloud space with seamless reports functionality!

Pros

Easy to use and has all the functionality I need’

Cons

The inability to select default expense categories

Review Source: Capterra
 

Brady from CJES
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2018

November 2018

My opinion

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

8 out of 10

Pros

Easy to use , just snap a picture , would be better if it would use a screen shot

Cons

That you cannot transfer a screen shot or photo directly into a receipt .

Review Source: Capterra
 


November 2018

November 2018

Itemize makes it easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I like that all I have to do is snap a pic and it will do the rest for me

Cons

Sometimes it does not get the correct information or company

Review Source: Capterra
 

Kirsty from Green Army Services
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Bookkeeping made easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Ease of use, more simplified accounting

Pros

The reports are easy to produce reports

Cons

Nothing everything is good about itemise

Review Source: Capterra
 

Janai from Self employed
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Simplicity

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

I like that it’s paper free and don’t have to worry about searching for my receipts all the time!!

Pros

That I can keep my receipts on the phone and it’s very Convient to do it while on the go!!

Cons

The navigation process of the app on how to find things as well as my yearly records seem hard to get easy access to!

Review Source: Capterra
 

Gregory from The Paint Project Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

A descent app.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Generally, I never have time to fill out a form and/standard expenses report.
This is the only stand alone app that effectively allows me to log, organize and generate reports in a short time.

Pros

The easy way to photo record my receipts.
The ease of creating and emailing my reports

Cons

1st, the application lacks in finding certain types of vendors. Not a lot of info in the provided lists to easily pic out the correct vendor. Especially with gas stations that have multiple locations in one community.
2nd, you don't allow for enough Tag entries. I'm a road sales guy and usually see more that 4 clients in one trip.

Review Source: Capterra
 

June from Clark County School District
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2018

November 2018

Love this program!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Paddy from Afaya Partners
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Best expense management app around

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It does exactly what it needs to, it keeps track of my expenses in a simple manner that also allows me to easily make reports end of the month to ensure I bill clients and keep my administration in check. Love it!

Pros

The app is so easy to use, and interfaces easily with excel to easily create reports I need.

Cons

The app could use some small adjustments to make it a little more attractive.

Review Source: Capterra
 


November 2018

November 2018

Good app to track expenses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The concept/app is very good, but need to improve the use for multiple countries

Pros

Great ACR capabilities, so identify most of the texts of the invoices.

Cons

Multi currency/countries does not work well. Do not have a favorites countries/currencies list so it is hard to add bills of other countries. Bug adding bills manually.

Review Source: Capterra
 

George from Olson Galleries and Architect
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Itemize review

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

It is very easy to use especially with it finding catagories and allowing customizing such as adding tips to restaurants. Works good come tax time. Photoraphing receipts is easy.

Cons

Finding my local credit union would help speed up the recording of the transaction.

Review Source: Capterra