Itemize

Receipt data extraction & expense management application

4.3 /5 (272 reviews) Write a Review!

Itemize Overview

What is Itemize?

Itemize is a data capture and expense management solution which extracts, categorizes, and itemizes data from digital and paper receipts, and generates expense reports.

Users can process an unlimited number of paper and digital receipts, extracting information including merchant information, additional charges, and payment amounts. Itemize can connect to users’ email accounts to enable the automatic extraction of digital receipts, or users can send invoices and receipts by email to their Itemize inbox. Paper receipts can be photographed for data capture, without the need for manual data input.

Itemize enables users to create and share custom expense reports on their mobile phone or computer, with no need to return to the office to submit them. Reports can be exported in both Excel and PDF formats.

With the Itemize iOS and Android mobile apps, users can make and request payments on the go, and request to be reimbursed through the Pay Me Back feature, using any receipt. Itemize also calculates mileage rates for distance-based reimbursement. Users can track the progress of their reimbursement request as it moves along the expense approval workflow.

Itemize Overview

Pricing

Starting from
US$9.99

Pricing options

Free Trial
Free
Subscription
Value for money

Itemize offers a 14-day free trial.

Pro - $9.99/month


Itemize Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, India and 3 others, Japan, Brazil, Mexico
Supported Languages
English, French, Irish, Portuguese, Spanish

Media

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Itemize Reviews

Itemize Reviews

Overall rating
4.3
/
5
Excellent
144

Very good
88

Average
28

Poor
7

Terrible
5

Value for Money
4.3
Features
4.1
Ease of Use
4.3
Customer Support
4.1
85% recommended this app
Arshard A.

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.


Ike P.

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.


June G.

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 .


Christian H.

Saves Time & Money!

Itemize works great and has saved a lot of time and money for me.


Verified Reviewer

Don’t Get Lost in the Shuffle: Receipt Tracking Made Easy

This software is great, as it takes away so much of the hassle and frustration I’ve experienced in the past when trying to keep track of and categorized my receipts and expenses. It’s like hiring an accountant for $10 a month!


Arshard A.
Industry: Accounting
Company size: 11-50 Employees

The best finance manager

Used Daily for 6-12 months
Reviewed on 28/03/2019
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Ike P.

How did i live without Itemize?

Reviewed on 18/05/2016
Review Source: GetApp

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.

Thanks for the great review! Please feel free to reach out to us at [email protected] for future any suggestions or questions you may have!

Rating breakdown

Value for Money
Ease of Use
Customer Support

June G.
Industry: Education Management
Company size: 5,001-10,000 Employees

Love this program!

Used Daily for 2+ years
Reviewed on 20/11/2018
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Christian H.
Industry: Design
Company size: 2-10 Employees

Saves Time & Money!

Used Daily for 1+ year
Reviewed on 1/03/2020
Review Source: Capterra

Itemize works great and has saved a lot of time and money for me.

Pros

Itemize has been beyond wonderful for tracking my expenses. I can easily do it on my phone and computer so its super easy to organize my receipts.

Cons

I do wish the mobile app has more features to it for sorting receipts but we are still pleased with it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Writing & Editing
Company size: Self Employed

Don’t Get Lost in the Shuffle: Receipt Tracking Made Easy

Used Weekly for 1-5 months
Reviewed on 16/06/2020
Review Source: Capterra

This software is great, as it takes away so much of the hassle and frustration I’ve experienced in the past when trying to keep track of and categorized my receipts and expenses. It’s like hiring an accountant for $10 a month!

Pros

The fact that I am able to take a picture of my receipt and have the important information imported into Itemize saves time and frustration! Not only can I store my receipts digitally, without worrying about keeping the paper copy, but I can also save them on the Cloud and access them from any device.
Another great feature is the ability to sort through my receipts based on various categories. But, best of all: I’m able to create PDFs and import all of my expense information into programs like Quickbooks and Excel.

Cons

I’ve encountered some bugs while using the program; however, most problems have been fixed with their latest update. Unfortunately, the app can run a bit slow.

I also wish that they would lower the price point for the premium version (the only version that is worth it), however, in the long run, I probably saved just as much on taxes by being able to itemize my expenses accurately as I have spent subscribing to this app.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8.5/10
Based on 272 user ratings
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Itemize Pricing

Itemize Pricing

Starting from
US$9.99
Free Trial
Free
Subscription
Value for money

Itemize offers a 14-day free trial.

Pro - $9.99/month

Itemize offers a 14-day free trial.

Pro - $9.99/month

Value for Money
4.3/5
Based on 272 user ratings
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Itemize Features

Itemize Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.1/5
Based on 272 user ratings
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Categories

Additional information for Itemize

Additional information for Itemize

Key features of Itemize

  • Access control
  • Auditing
  • Automated invoice processing
  • Automatic digital receipt extraction
  • Cashflow management
  • Categorization
  • Compliance management
  • Custom expense reports
  • Data synchronization
  • ERP integration
  • Employee management
  • Expense approval workflow
  • Export data as CSV or PDF
  • Itemize inbox
  • Make and request payments
  • Mileage rates and reimbursement
  • Multi-location
  • Multiple job codes
  • OCR receipt scanner
  • Photo extraction of paper receipts
  • QuickBooks integration
  • Receipt Processing API
  • Receipt sorting and filtering
  • Receipts with foreign currencies
  • Reimbursement management
  • Reporting
  • SOC2, PCI, GDPR, Privacy Shield certified
  • Secure cloud storage
  • Transaction matching
  • Triple Check quality assurance
  • Unlimited receipt processing
  • VAT tracking
  • Verification & reconciliation
  • Xero integration
  • iOS and Android apps

Benefits

  • Itemize can be configured to automatically extract digital receipts from users’ inboxes, or users can forward emails containing receipts or invoices to their Itemize inbox.

  • Data from paper receipts is extracted from photos, rather than requiring manual data input.

  • Users can make or request payments using any receipt, from their mobile phones.

  • Itemize automatically calculates mileage rates and distance-based reimbursement.

  • Users can generate and share custom expense reports both from their computer, and their mobile phone, using the Itemize app.

  • Itemize FAQs

    Itemize FAQs

    Below are some frequently asked questions for Itemize.

    Q. What type of pricing plans does Itemize offer?

    Itemize offers the following pricing plans:

    Starting from: US$9.99

    Pricing model: Free, Subscription

    Free Trial: Available

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

    Q. What are the main features of Itemize?

    Itemize offers the following features:

    • Access control
    • Auditing
    • Automated invoice processing
    • Automatic digital receipt extraction
    • Cashflow management
    • Categorization
    • Compliance management
    • Custom expense reports
    • Data synchronization
    • ERP integration
    • Employee management
    • Expense approval workflow
    • Export data as CSV or PDF
    • Itemize inbox
    • Make and request payments
    • Mileage rates and reimbursement
    • Multi-location
    • Multiple job codes
    • OCR receipt scanner
    • Photo extraction of paper receipts
    • QuickBooks integration
    • Receipt Processing API
    • Receipt sorting and filtering
    • Receipts with foreign currencies
    • Reimbursement management
    • Reporting
    • SOC2, PCI, GDPR, Privacy Shield certified
    • Secure cloud storage
    • Transaction matching
    • Triple Check quality assurance
    • Unlimited receipt processing
    • VAT tracking
    • Verification & reconciliation
    • Xero integration
    • iOS and Android apps

    Q. Who are the typical users of Itemize?

    Itemize has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does Itemize support?

    Itemize supports the following languages:

    English, French, Irish, Portuguese, Spanish

    Q. What type of pricing plans does Itemize offer?

    Itemize has the following pricing plans:

    Free, Subscription

    Q. Does Itemize support mobile devices?

    Itemize supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Itemize integrate with?

    Itemize integrates with the following applications:

    Dropbox Business, FreeAgent, FreshBooks, Google Drive, Microsoft 365, QuickBooks Online, Quicken, Sage Business Cloud Accounting, Sage Intacct, Xero

    Q. What level of support does Itemize offer?

    Itemize offers the following support options:

    Video Tutorials, FAQs, Online Support, Phone Support, Knowledge Base, Forum