Itemize

Receipt data extraction & expense management application

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

  • 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.

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    4.3 (274)
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    Pricing Options

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    Ease of Use

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    Reviews

    Overall rating

    4.3 /5
    (274)
    Value for Money
    4.3/5
    Features
    4.2/5
    Ease of Use
    4.3/5
    Customer Support
    4.1/5

    Already have Itemize?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 274
    Verified Reviewer
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Great app for personal & business receipt organization and expense management

    Reviewed on 03/05/2016

    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!

    C Lynn
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    This app has saved me so much time!

    Reviewed on 08/03/2018

    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.

    Russell
    Overall rating
    • Industry: Wholesale
    • Company size: 11–50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

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

    Reviewed on 02/11/2016

    Reports are not complete. I always have to manipulate the reports to be usable. The PDF or Excel...

    Reports are not complete. I always have to manipulate the reports to be usable. The PDF or Excel reports are both incomplete. 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. If the categories were all in the report - it would be much better for me and I have assume anyone who wants to save time with the reporting process to get reimbursed.

    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 [email protected] with additional information regarding your incomplete reports.

    Gregory
    Overall rating
    • Industry: Industrial Automation
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    A descent app.

    Reviewed on 20/11/2018

    Generally, I never have time to fill out a form and/standard expenses report.
    This is the only...

    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 easy way to photo record my receipts.
    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.

    John
    John
    Overall rating
    • Industry: Religious Institutions
    • Company size: Self Employed
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Awesome program for those self employed

    Reviewed on 26/10/2016

    As a traveling evangelist, I cannot keep files with me at all times. Itemize has helped my expense...

    As a traveling evangelist, I cannot keep files with me at all times. Itemize has helped my expense tracking majorly. I can take a photo of my receipt, categorize it and move on. And, come tax season I can quickly and easily run reports for my deductions. I highly recommend it for anyone who constantly finds themselves spending hours tracking paper copies of receipts and then spending countless hours at tax season calculating. The price you pay for it is way less than you'd pay an accountant and the savings in deductions make the program pay for itself.

    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 [email protected] if you ever run into any issues!

    Showing 5 reviews of 274 Read all reviews

    Itemize FAQs

    Below are some frequently asked questions for Itemize.

    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

    Itemize has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Itemize supports the following languages:

    English, French, Irish, Portuguese, Spanish

    Itemize supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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 Advanced, Quickbooks Online, Quicken, Sage 500, Sage Accounting, Sage Intacct, Xero

    Itemize offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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