Itemize Pricing, Features, Reviews & Comparison of Alternatives

Itemize

Receipt data extraction & expense management application

4.32/5 (272 reviews)

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.
www.itemize.com

Pricing

Starting from
$9.99
Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, India and 3 other markets, Japan, Brazil, Mexico

Supported languages

English, French, Irish, Portuguese, Spanish
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Itemize reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.1
  4.3
  4.1
Arshard Azmil

The best finance manager

Used daily for 6-12 months
Reviewed 2019-03-28
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
Features

Likelihood to recommend: 10/10

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Christian Hime

Saves Time & Money!

Used daily for 1-2 years
Reviewed 2020-03-01
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
Features
Customer support

Likelihood to recommend: 10/10

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June Gunderson

Love this program!

Used daily for 2+ years
Reviewed 2018-11-20
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
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

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

Used weekly for less than 6 months
Reviewed 2020-06-16
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
Features
Customer support

Likelihood to recommend: 9/10

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Chris Chira

Itemize review

Used weekly for 1-2 years
Reviewed 2018-11-22
Review Source: Capterra

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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Itemize pricing

Starting from
$9.99
Pricing options
Free
Subscription
Free trial
View Pricing Plans

Itemize offers a 14-day free trial.

Pro - $9.99/month

Itemize features

API
Accounting Integration
Accounting Management
Billing & Invoicing
Compliance Management
Data Import/Export
Expense Tracking
Invoice Processing
Multi-Currency
Reporting & Statistics

Activity Dashboard (243 other apps)
Audit Trail (144 other apps)
Automatic Notifications (174 other apps)
Customizable Reporting (175 other apps)
Electronic Payments (179 other apps)
Financial Analysis (139 other apps)
Invoice Management (242 other apps)
Real Time Data (154 other apps)
Third Party Integration (222 other apps)
Workflow Management (162 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Itemize

Key features of Itemize

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