Itemize Features

Itemize

Receipt data extraction & expense management application

4.32/5 (272 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Approval Process Control
Audit Management
Billing & Invoicing
Cash Management
Categorization/Grouping
Compliance Management
Data Extraction
Data Import/Export
Data Synchronization
Employee Management
Expense Claims
Expense Tracking
Invoice Processing
Mobile Receipt Upload
Multi-Currency
Multi-Location
PCI Compliance
Quality Assurance
QuickBooks Integration
Receipt Management
Reimbursement Management
Reporting & Statistics
Search/Filter
Secure Data Storage
Spend Control
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Approval Process Control
Audit Management
Billing & Invoicing
Cash Management
Categorization/Grouping
Compliance Management
Data Extraction
Data Import/Export
Data Synchronization
Employee Management
Expense Claims
Expense Tracking
Invoice Processing
Mobile Receipt Upload
Multi-Currency
Multi-Location
PCI Compliance
Quality Assurance
QuickBooks Integration
Receipt Management
Reimbursement Management
Reporting & Statistics
Search/Filter
Secure Data Storage
Spend Control
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Approval Process Control
Audit Management
Billing & Invoicing
Cash Management
Categorization/Grouping
Compliance Management
Data Extraction
Data Import/Export
Data Synchronization
Employee Management
Expense Claims
Expense Tracking
Invoice Processing
Mobile Receipt Upload
Multi-Currency
Multi-Location
PCI Compliance
Quality Assurance
QuickBooks Integration
Receipt Management
Reimbursement Management
Reporting & Statistics
Search/Filter
Secure Data Storage
Spend Control
Workflow Management
Learn moreCompare App

Mobile apps

iOS App


9 reviews

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


53 reviews

Itemize Feature Reviews

25 reviewers had the following to say about Itemize's features:

Matt F.

Expense management made simple

2019-04-13

Just take photos of invoices/receipts and it does all the work of storing that data and giving you an expense report.

Pros

Take photos of invoices/receipts and it will do the work

Cons

Nothing I can think of, all works well with it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Great app for personal & business receipt organization and expense management

2016-05-03

This is a great app for anyone needing anything from simple organization of expenses and budgeting up to team expense reimbursement and reporting.

Pros

Near real-time digitizing of paper receipts snapped in the app -- instant gratification (& feedback).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No

Response from Itemize Corp.


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!

Read more
Paddy J.

Simple and easy to use - great for freelance consultants

2018-07-23

Itemize allows me to keep track easily and create custom report quickly in order to bill my clients, accurately and without missing one receipt.

Pros

After looking long and hard, this tool is the best for expense management - never loose track and quickly create reports!!

Cons

Concern is backups and loss of data.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 10001+ employees)

Good expense management application

2019-03-27

Overall good software for expense management

Pros

Excellent reports generated

Cons

Sometimes report generation takes some time which is greater than expected

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 11-50 employees)

Expense reporting is so easy now

2019-04-18

Pros

So much easier now that we have Itemize we're saving so much time with expense reporting now!

Cons

We're still getting used to it so the workflow is a little more challenging but i'm sure it'll improve

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Russell G.

Could be much better. They need to include all categories available for use in the reports.

2016-11-02

The categories need to be expanded into the reports to make it a real time saving program.

Pros

I like the simplicity of taking pictures of receipts

Cons

Again; I don't like the incomplete reports. It always takes more time to transfer all my information to my report for my company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

4/10

Recommendations to others considering Itemize

I've said it all.

Source: Capterra
Helpful?   Yes   No

Response from Itemize


Hello! Can you explain what you mean by incomplete reports? Reports are exported based on the categories you select and included likewise. Please e-mail us at Support@itemizecorp.com with additional information regarding your incomplete reports.

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Ricardo P.

Great when it works well. Pita, when you have to correct the values.

2018-03-08

Sales tax itemizing reports and tracking.

Pros

I like the easy to use UI as well. Pretty simple and straightfoward.

Cons

Also i wish i didnt have to export my stuff every x months so i dont loose all my stuff.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Kirsty G.

Bookkeeping made easy

2018-11-20

Ease of use, more simplified accounting

Pros

The reports are easy to produce reports

Cons

Nothing everything is good about itemise

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
J'NEL H.

Great Product!

2016-10-26

It saves me so much time doing expense reports

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Itemize


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!

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Scott P.

Best Expense Tracker I have found

2018-11-16

This has really helped me out tremendously keeping receipts straight / assigned to the correct job and printing professional looking expense reports.

Pros

The best thing is the camera capture and OCR, you take a photo, it automatically loads into the app and starts to extract the data. I would say that 8.5-9 times of 10 the data extraction is prefect, yes every once in a while you need to clarify some data points, but I think that's to be expected with these type of application.

Cons

Sometimes its easier to work on the full website to modify / print large reports, but the login portal isn't the easiest to find.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christian H.

HSA tracker

2016-10-05

I have recommended this to everyone who has a HSA account

Pros

Easy to use with the camera

Cons

Need more report writing options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Itemize


Great to hear you found an innovative way to use Itemize! If you ever need any help please feel free to contact Support@itemize.com

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Alex G.

Great Team, Solid and Developing Product

2016-10-05

With employees across the country, and a dozen different budgets to track, we desperately needed an app that would allow us to manage our expenses. The reports are clean and made submitted reimbirsements to clients a breeze.

Pros

Reports are great, app is easy to use

Cons

Can be glitchy, would appreciate better integrations with Quickbooks and Google Drive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering Itemize

Nothing more!

Source: Capterra
Helpful?   Yes   No

Response from Itemize


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!

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Chris C.

Itemize review

2018-11-22

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.

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Design company, 11-50 employees)

A little buggy, but the accuracy of capture is quite good. Much more reasonably priced than others.

2018-03-08

Did save time from manual entry, even if I had to revisit the data several times to clean it up.

Pros

Array of currencies was very nice too

Cons

Porting info to Freshbooks made all vendor names the same 'Itemize Event' upon import, which created a large redundant step. .CSV export made dates incompatiable to Freshbooks back end.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Alan M.

Perfect small business app accessory!

2018-11-21

All my receipts in one effective cloud space with seamless reports functionality!

Pros

Easy to use and has all the functionality I need’

Cons

The inability to select default expense categories

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael S.

I like the app. The reporting is good. I wish it would integrate with my accounting software.

2018-03-08

Pros

You can easily export the reports as back up as well.

Cons

It does not work with my accounting software very well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Daniel L.

Great concept, but definitely needs some work to be a great product I would recommend

2018-03-09

Unfortunately it has a tendency to be rather glitchy and doesn't actually export all the data that I input when scanning receipts which is frustrating.

Pros

The ability to code receipts to different jobs as well as the ability to add activity codes to each receipt

Cons

Activity coding is a good idea but the data downloads dont take any of the activity data so its ultimately not useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul B.

Itemize is pretty good

2016-10-26

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.

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".

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Itemize

Please see my initial review for more info

Source: Capterra
Helpful?   Yes   No

Response from Itemize


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!

Read more
alesia c.

as easy as 1.2.3

2019-12-03

itemize is a great, easy to use program that allows me to keep track of my business pending so i do not go into debt with my little home business.

Pros

it really is as easy as 1.2.3. you just take a photo of the receipts and it inputs all the data for you allowing you to track your expense reports without having to do the work yourself.

Cons

longer receipts can be a pain to get to scan, and the app does freeze up and close on it's own every so often causing slightly more work.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Miriam W.

Verified Reviewer

Itemize really itemizes

2016-05-03

So easy to create and export expense reports.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No

Response from Itemize Corp.


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!

Read more
Ike P.

Verified Reviewer

How did i live without Itemize?

2016-05-18

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.

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.

Cons

unlimited reports but reporting function initiation should be more uniformed.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No

Response from Itemize Corp.


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!

Read more
Paddy J.

Best expense management app around

2018-11-18

It does exactly what it needs to, it keeps track of my expenses in a simple manner that also allows me to easily make reports end of the month to ensure I bill clients and keep my administration in check.

Pros

The app is so easy to use, and interfaces easily with excel to easily create reports I need.

Cons

The app could use some small adjustments to make it a little more attractive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Arun p.

Nice Expense Management tool

2019-01-14

Pros

Can be easily track any expense with any bill receipt or any invoices.

Cons

on trial some field needs to be added manually.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gregory M.

A descent app.

2018-11-20

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 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.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 501-1000 employees)

Good app to track expenses

2018-11-17

The concept/app is very good, but need to improve the use for multiple countries

Pros

Great ACR capabilities, so identify most of the texts of the invoices.

Cons

Multi currency/countries does not work well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more