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.



263 Reviews of Itemize

Overall rating

4.30 / 5 stars

Filters:

Showing 1 - 20 of 263 reviews

October 2016

Paul from Elizabeth Severio Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

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.

Response from Itemize of Itemize

Replied October 2016

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!

October 2016

Henry from Prudential Experianced Advisor

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

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

Response from Itemize of Itemize

Replied October 2016

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.

October 2016

Sonu from WEX Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

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.

Response from Itemize of Itemize

Replied October 2016

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!

March 2018

C Lynn from OneTech

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

March 2018

This app has saved me so much time!

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.

May 2016

Anonymous

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

May 2016

How did i live without Itemize?

I am using the Itemize App to capture any and all my expenses. i take a picture of the receipt and ...bingo it creates a record for me and translates the image into the data record in seconds. Amazing. sometimes i may enter the project that it is related to. for me it saves many hours of organizing my expenses. at the end of the month I print a detailed report for my CPA. and i am done. no limitation on the number of items i capture. i also log my mileage for tax/exp reporting. in addition credit card receipts are automatically added to the Itemize App. all of this for about $100 ANNUALLY. it saves me ten times in hours and mistakes and frustration.

Pros

easy to instal, a pleasure to use, reliable, AI technology, responsive customer service. flexible for multiple levels and variations of reporting. no limitation on quantity and size for one flat fee. most advance features of it kind.
Reporting function may be done also from the PC.

Cons

unlimited reports but reporting function initiation should be more uniformed.

Response from Itemize Corp. of Itemize

Replied October 2016

Thanks for the great review! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!

November 2018

Gregory from The Paint Project Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

3 of 5

November 2018

A descent app.

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.

October 2016

John from Emmaus Road Ministries

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2016

Awesome program for those self employed

As a traveling evangelist, I cannot keep files with me at all times. Itemize has helped my expense tracking majorly. I can take a photo of my receipt, categorize it and move on. And, come tax season I can quickly and easily run reports for my deductions. I highly recommend it for anyone who constantly finds themselves spending hours tracking paper copies of receipts and then spending countless hours at tax season calculating. The price you pay for it is way less than you'd pay an accountant and the savings in deductions make the program pay for itself.

Response from Itemize of Itemize

Replied October 2016

Thanks for the great review and we are so happy to hear you are enjoying the Itemize product! Please feel free to reach out to us at Support@itemize.com if you ever run into any issues!

October 2016

Ryan from Altared Weddings & Events

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

Great for teams and business owners

I can't save a receipt to save my life and I keep getting scolded by my accountant. Even more difficult is getting the rest of my team to save theirs since they use company credit cards. With Itemize, it's easy for us to remember and actually save the receipts. I also love that my accountant can pull up everyone's in one place. Great product, we'll continue to use.

Pros

Ease of use, makes not saving receipts inexcusable.

Cons

Initial setup required a scanned agreement, felt outdated for an app. I'm sure that's been resolved.

Response from Itemize of Itemize

Replied October 2016

Great to hear you are pleased with your Itemize experience! If you ever have any problems, please reach out to us at Support@itemize.com and we will be happy to help you!

November 2016

Lauren from none

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

November 2016

Easy to get organized

Love the ease of uploading receipts. Wish the interface for tagging was a little easier. I have multiple businesses. I haven't yet figured out how to categorize per business. I also haven't figured out yet how to create categories to track spending. That would be a cool addition! (Maybe that capability is already there and I just haven't found it yet.)

Pros

It is really simple and easy to upload receipts.

Cons

I want more flexibility in usage. I would like to be able to designate receipts to more than one business. I would also like to utilize this app simply as a way to track spending in categories.

Response from Itemize of Itemize

Replied December 2016

Thanks for the great review! I have noted your suggestions and will send them to our development team! Please feel free to contact us at Support@itemizecorp.com with any future questions or suggestions!

October 2016

Robyn from Duffy and prender llc

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

October 2016

Stop fiddling

I think the software has real potential. It's lighter than the others and has all the right ingredients. I feel that the user experience could be less 'windows' and more 'mac' like. The drop down boxes are clunky and one step too many. Why do they have to be hidden when they need engaging with ? The app should be reliable and not as far away from the computer as it is and I think that the changes you make behind the scenes should be made public rather than just doing them. I don't understand why it took so long to get the save tags function working again when we rely on this thing working and no one kept us informed. I like itemize very much and I want it to succeed but that tag issue was nearerly the end !

Pros

Ease of use

Cons

User interface could be so much slicker

Response from Itemize of Itemize

Replied October 2016

Sorry to hear about the issue with the tagging and we are happy to tell you that tags are working now! Thanks for the review and as always feel free to reach out to Support@itemize.com if you have any questions or suggestions!

November 2016

Lai P from ELYSIAN llc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

4 of 5

November 2016

General Receipt Records

Use program solely for recording receipts at time & convenience of recording to expense categories is adequate for the needs. Anymore complicated than that have not explored.

Pros

Convenient at time to quickly take copy of receipts log into expense category

Cons

The system shuts down often

Response from Itemize of Itemize

Replied December 2016

Thanks for the great review! I have noted your suggestions and would love additional input as to what you mean on "picking up categories off sales receipts" as our system should be identifying categories of all known merchants in our system. Please contact us at Support@itemizecorp.com with additional information!

October 2016

Brent from Hidrostal Pumps

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2016

Very easy to use and inexpensive!

For the most part, Itemize is exactly what I need and also my company. We are pretty small right now and the expense reports that I generate from Itemize look neat and very professional. I would like to see a larger camera area because I always have to use widescreen function all the time to make sure I capture the entire image but it's definitely not a deal killer. I'd definitely recommend Itemize for your expense reporting. I've used other products that cost more in the past and you don't get what you pay for like you do with Itemize!

Pros

1. Ease of use
2. Cost to features ratio
3. Professional looking
4. I like the fact it pulls receipts from my email and automatically inserts them.
5. Can complete my entire expense report on my I phone

Cons

1. Would like to learn more about the camera feature. I've had to retake receipt photos because it didn't capture the whole image like it seemed.

Response from Itemize of Itemize

Replied October 2016

Thanks for the great review! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!

November 2016

Christopher from Showcase Building & Design, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2016

Great way to save time and money

We utilize itemize for our construction receipts and it has worked great to save time from getting the information easily from the field to the office. This was well worth the investment.

Pros

The easy user interface that accurately codes all of our receipts and POs.

Cons

We really wish that the software could export information directly into Quick books Contractor version.

Response from Itemize of Itemize

Replied December 2016

Thanks for the great review! We will look at the Quickbooks Contractor version and see how we can better integrate with that software. Please feel free to contact us at Support@itemizecorp.com with any future questions or suggestions!

October 2016

Edward from Twisted Studios

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2016

I enjoy the use of this app

I have used it for over a year there are things i like and things are a little chunky that could work better like reading the tip on the reciept If its clearly written in the right place.i do love i just take a picture and its there that part id great i would like a month review that i did bot havd to retrieve if it was email you print out keep the months then uou have the whole year. Instead of all the filters.

Pros

Picture ability

Cons

Need less filters and more main stream
Monthly account sent to email

Response from Itemize of Itemize

Replied October 2016

Thanks for the great review! We are actually rolling out a monthly report mailing e-mail starting early November, keep an eye on your inbox! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!

October 2016

Herbert from Kingdom of God Learning Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

3 of 5

October 2016

Been longing for you!

Great tool! Had a few kinks in the beginning with totaling, but they were resolved. I would love to be able to add check deposits. I use it to keep track of expenses as well as deposits. It is my ACCOUNTING software. I see so much potential with this tool. Would be nice to add manual expenses as well. Perhaps that's available in an upgrade Version. I don't know. Anyway, I love it. It is much, much better than manual entries all the time. And pretty accurate. I''m impressed!

Pros

It's pretty accurate and easy to use.

Cons

Can't capture check or money order deposits. Have to manually manipulate entry to appear as a deposit. My deposits are not factored into the totals.

Response from Itemize of Itemize

Replied October 2016

Thanks so much for the great review! If you ever have any suggestions or questions in the future please reach out to us at Support@itemize.com.

November 2018

David from Fox Racing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

November 2018

Itemize

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.

March 2018

Cara from Cara Dean property management

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

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

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

October 2016

Kevin from Kevin OSullivan & Assoc LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

This is just awesome.

I use this all the time on the go. It totally revolutionized my expenses and my client billing back for reimbursables..!

Pros

It's just so easy to navigate.

Response from Itemize of Itemize

Replied October 2016

Thanks for the great review and we are so happy to hear you are enjoying the Itemize product! Please feel free to reach out to us at Support@itemize.com if you ever run into any issues!

October 2016

Lee from Delta Airlines

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

Itemize does a good job of capturing all of the data

I've been using sone sort of scanner for years to keep track of my exspenses. None have really worked very well. I spent a lot of time typing in info that wasn't captured. Itemize works most of the time. Taxes are going to be a breeze this year.

Pros

It captures data reliably. I like being able to use my iPhone to scan on the spot.

Cons

It's expensive.

Response from Itemize of Itemize

Replied October 2016

Thanks for the great review! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!

October 2016

Bill from Bill marinella casting

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

Keeps my bookkeeper happy !

Fantastic tool very resourceful so many categories to choose from and you can even customize categories based upon your business needs I work in the motion picture industry and this is absolutely the best tool I've had for on the road bookkeeping ever

Pros

Having it in my pocket on an app is the best way to take a picture of a receipt and throw it away

Cons

It takes a little longer than I expected to actually load pictures of the receipts

Response from Itemize of Itemize

Replied October 2016

Thanks for the great review! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!