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 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.



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Supported Operating System(s):

Web browser (OS agnostic)

265 Reviews of Itemize

Average User Ratings

Overall

4.31 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(138)

4 stars

(87)

3 stars

(28)

2 stars

(7)

1 stars

(5)

Likelihood to Recommend

Not likely

Very likely

Showing 1-5 of 265 reviews

October 2016

Paul from Elizabeth Severio Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

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

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

3.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

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

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

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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

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 2019

Arshard from Pardiss International Trading L.L.C

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

March 2019

The best finance manager

When trying to handle year end taxes Itemize can come in handy. every transaction is stored in your personal folder, which comes in handy use when generating reports. Also, you can store all your receipts hereafter, there is no fear of losing any or hoarding a 100s of papers anymore. This makes finance managing very easy.

Pros

I need not save a bunch of receipts anymore for any unpredictable situations. I can just save it in the app, and if ever needed I can show use the pictures to show in stores and exchange my orders etc. Managing the expenses have become easier as I can enter the pictures easily into the expenses log.

Cons

The app sometimes crashes, which though is not a major drawback sometimes can be frustrating especially when you are in a hurry. And the categories are preset, sometimes we the users might prefer adding in their own categories.

March 2018

C Lynn from OneTech

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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.