Itemize
About 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.
Key benefits of Itemize
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- Industry: Financial Services Software
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Good expense management application
Reviewed on 2019-03-27
Overall good software for expense management
Overall good software for expense management
Pros
1. Easy to use app
2. Snaps are stored
3. Many types are accepted and no limit on size
4. Excellent reports generated
Cons
1. For no user they should provide video tutorial
2. Sometimes report generation takes some time which is greater than expected
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
Great app for personal & business receipt organization and expense management
Reviewed on 2016-05-03
This is a great app for anyone needing anything from simple organization of expenses and budgeting...
This is a great app for anyone needing anything from simple organization of expenses and budgeting up to team expense reimbursement and reporting. You can use the iOS/Android app or their website. A number of new features have been added over the past few months, including integrations with accounting tools, and I have not yet tried everything.
And nothing beats their turnaround on processing paper receipts. I get mine back, fully processed, about 15 seconds after I snap a picture in the app!
Pros
Near real-time digitizing of paper receipts snapped in the app -- instant gratification (& feedback).
Great reports, with filters to allow specific selections/filters.
Expense reports that show clean images along with tabular data layout.
Reasonable cost.
Fast.
Response from Itemize
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!
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
I reviewed 3 receipts scanners. I liked Itemize, but the claimed emailing of receipts didn't...
Reviewed on 2018-03-08
Well it did scan and classify quite well. So I benefited by getting good electronic receipts.
Well it did scan and classify quite well. So I benefited by getting good electronic receipts.
Pros
I started trialing 3 receipt scanners + accounting view of data. Itemize is one of the best at scanning and classification. Easy to use and quite light so started quickly. I've taken a quick look recently after stopping using it, and the ability to query seemed to be VERY good. I like it a lot.
Cons
One of my requirements was to be able to email receipts. Itemize claimed to have 2 ways - monitored email account and email to a given address. Neither work. I tried over many weeks and emailed support without response (they however had replied quite well to other requests). I was trialing 2 other receipts apps which did work as advertised and I didn't have any more time or energy to put in to Itemize. I've now been scanning receipts in to the 2 other apps for 6 or so months and don't want to abandon all that data. So I will not be returning to Itemize. However I recommend any new users to give Itemize a go and test if the emailing functionality works.
- Industry: Accounting Software
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
Helps getting things organized
Reviewed on 2018-10-21
Pros
I have primarily used this app for personal expenses and loved the email feature, saving everything there lets me have everything in one place.
Cons
The character limit on descriptions; Occasional lags of the app, better recognition of receipts.
- Industry: Education Management
- Company size: 201–500 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Very helpful software!
Reviewed on 2019-01-24
Pros
This software has been especially helpful organizing all my business necessities. Highly recommend it!
Cons
There are no cons to this software I can think of!
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/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Itemize offers a 14-day free trial. Pro - $9.99/month
Q. Who are the typical users of Itemize?
Itemize has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Itemize support?
Itemize supports the following languages:
English, French, Irish, Portuguese, Spanish
Q. Does Itemize support mobile devices?
Itemize supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Itemize integrate with?
Itemize integrates with the following applications:
Dropbox Business, Dynamics 365, FreeAgent, FreshBooks, Gmail, Google Docs, Google Drive, Microsoft 365, Microsoft Excel, Microsoft Outlook, QuickBooks Online, QuickBooks Online Advanced, Quicken, Sage 500, Sage Accounting, Sage Intacct, Xero
Q. What level of support does Itemize offer?
Itemize offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
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