Name: Itemize
Author: Itemize

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Development

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Data Privacy Management

Database Load Balancing

Ethernet Switches

File Sync and Share

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Log Management

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

NoSQL Databases

Packet Analyzer

Password Management System

Remote Support

SOA Governance

Single Sign-On

Smart Contracts

Solid State Drives

Threat Hunting

Threat Intelligence

Virtual Private Cloud (VPC)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Customer Success

Digital Content Creation

Digital Signage

Email Marketing

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales

Construction Management

Equipment Rental

Homeowner's Association (HOA) Management

InsurTech

Insurance Suites

Investment Portfolio Management

Tax Practice Management

Vertical-Specific

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### Expense Management
Users consistently praise Itemize for its efficient expense management features. Reviewers highlight the ease of tracking deductible expenses through Itemize, with the ability to upload scans or pictures of receipts effortlessly. The platform's user-friendly interface and streamlined process for organizing expenses have garnered positive feedback. Additionally, users appreciate the time-saving aspect of managing business bills and expenses with Itemize. The general sentiment among users is that Itemize excels in simplifying expense management tasks, making it a valuable tool for financial organization.

### Receipt Management
Some users find Itemize's receipt management to be efficient and helpful in tracking expenses, especially for personal and small business use. However, there are concerns raised about the difficulty in amending entries and the lack of scalability for larger corporations. While the software is praised for its ease of use in capturing and organizing receipts, there are suggestions for improvements such as saving photographs in separate folders. The general sentiment appears to be a mix of satisfaction with the functionality for individual users and reservations regarding its suitability for larger corporate settings.

### Financial Reporting
Users appreciate Itemize's financial reporting features for their efficiency in managing expenses, generating reports, and handling customer payments. The software's ability to streamline tasks related to credit card statements and company invoices has been particularly well-received, with users noting its convenience and time-saving benefits. Additionally, the various currency conversion options and mobile accessibility of reports have further enhanced the overall user experience with Itemize's financial reporting capabilities.

### Credit and Payments Handling
Users appreciate Itemize's credit and payments handling capabilities for their simplicity and effectiveness in managing various payment methods and processing transactions promptly. The software's ability to streamline the process of obtaining receipts for corporate credit card statements has been particularly praised for its convenience and time-saving features. Additionally, the integration with different banks and the option for currency conversion have been highlighted as valuable functionalities that enhance the overall payment experience for users.

### Mobile Accounting Solutions
Some users praise the ease of use and time-saving features of Itemize's mobile accounting solutions, highlighting its integration with various banks and currency conversion options. However, there are concerns about limited availability in certain regions, such as Argentina. While some users find the app intuitive and efficient for expense reporting and customer billing, others express dissatisfaction with its accessibility on mobile devices. In conclusion, opinions on Itemize's mobile accounting solutions are diverse, with a mix of positive and negative feedback regarding its functionality and reach.

Users recommend Itemize for its versatility and suitability for both personal and workplace use. They have found that the software is effective in organizing and managing expenses, receipts, and invoices, making it a valuable tool for individuals as well as businesses.

Many reviewers appreciate the ease of use of Itemize. They find the interface intuitive and user-friendly, allowing them to quickly navigate through the features and functionalities without any complications. This makes it accessible to users of varying technical abilities.

Customers highly recommend Itemize for its accuracy in extracting data from receipts. They have found that the software is efficient in automatically capturing and digitizing information from paper documents, minimizing manual data entry and saving time. This accuracy in data extraction enhances productivity and reduces errors in expense tracking and reporting.

Itemize is an AI-powered document automation software designed to streamline the processing of financial documents such as invoices, receipts, and tax documents. It is marketed as suitable for businesses of all sizes, ranging from small enterprises to large corporations. According to the vendor, Itemize is used by professionals in financial control, accounts payable and receivable, tax, and general ledger accounting across various industries.

## Key Features

**Intelligent Receipt API**: According to the vendor, Itemize offers an Intelligent Receipt API that converts various types of receipt documents into rich data sets for financial applications. It utilizes computer vision and AI to extract data from receipt images, PDFs, emails, and text files in any layout. The API is said to cross-check financial information and support compliance and policy controls.

**Intelligent AP Automation Portal**: Itemize provides an Intelligent AP Automation Portal that is intended to automate and streamline the management and payment of invoices. According to the vendor, it aims to reduce the risk of fraud and payment errors, improve compliance, and provide insights into spending patterns and operational performance through predefined reports, dashboards, and KPIs.

**Intelligent Fuel Capture API**: According to the vendor, Itemize's Intelligent Fuel Capture API is designed to convert fuel data from receipts into rich data sets for financial applications. It is claimed to be capable of reading fuel receipt images, PDFs, emails, and text files in any layout, capturing essential information such as fuel type, quantity, retailer name, price, and date. The API is said to enable real-time document processing without manual training.

**Workflow Processing Portal**: Itemize offers a browser-based Workflow Processing Portal that allows users to efficiently manage and process documents. According to the vendor, it provides features such as reviewing individual documents, running reconciliations, coding documents and line items, and exporting data to ERP and accounting systems. The portal is intended to provide visibility into document throughput, results, and performance for optimization.

**API Dashboard**: Itemize's API Dashboard is claimed to provide full visibility into the health of document throughput. According to the vendor, users can monitor results by client, region, and document type, allowing them to track performance and identify areas for improvement. The dashboard is said to offer a user-friendly interface for easy monitoring and management of API performance.

**Capture**: According to the vendor, Itemize's AI-powered capture feature automatically extracts key fields from financial documents, eliminating the need for manual data entry. It is claimed to capture information such as receipt date, merchant details, order number, total amount, VAT breakdown, and more, aiming to improve transaction intelligence and streamline financial workflows.

**Verify**: Itemize's verify feature is said to instantly cross-check monetary values and metadata to ensure the accuracy and integrity of financial data. According to the vendor, it detects errors and inconsistencies, reducing the risk of financial errors and fraud and enhancing the reliability of captured information.

**Analyze**: Along with clean, normalized data, Itemize's platform is claimed to deliver advanced analytics and benchmarks that help financial teams make informed decisions. The analyze feature is said to provide insights into spending patterns, vendor performance, compliance metrics, and other key financial indicators, aiming to enable cost-saving opportunities, process optimization, and strategic decision-making.

**API Integration**: According to the vendor, Itemize offers simple and powerful API integration, allowing businesses to seamlessly exchange data between the platform and other systems such as ERP and accounting systems. It is said to provide flexibility and scalability to leverage Itemize's document automation capabilities within existing workflows.


Efficient Expense Tracking: Users have consistently praised Itemize for its convenience and efficiency in tracking deductible expenses. Many reviewers have stated that it is a valuable tool for both personal and business use, making the process of managing expenses quick and hassle-free.

Easy Receipt Organization: The ability to easily add scanned or photographed images of receipts has been highly praised by users, with many mentioning that it makes tracking costs effortless. Users appreciate being able to organize receipts from their phone and computer, finding it convenient during tax time and speeding up the return process.

Automated Data Extraction: Reviewers have highlighted Itemize's impressive ability to automatically extract and input relevant information from receipts and invoices. This feature eliminates the need for manual data entry, saving users time and reducing errors. Many users find this automation feature superior to other similar tools on the market.

Difficulties with Entry Amendments: Some users have expressed frustration with the difficulty of amending entries in Itemize, particularly when documents are not properly scanned. They have also voiced a desire to save captured photographs in a different folder for better organization.

Lack of Scalability: According to one user, Itemize is not suitable for large corporations due to its lack of scalability. This limitation may hinder the software's ability to effectively handle larger volumes of data and meet the needs of bigger organizations.

Unjustifiable Cost for Infrequent Use: The cost of Itemize has been deemed unjustifiable by some users who anticipate infrequent use post-COVID while working from home. These users feel that the price does not align with their usage frequency, making it less appealing as an investment option.

Users have found Itemize to be a valuable tool for streamlining accounting and receipt tracking. The software accurately uploads and itemizes receipts, making it easy to keep track of expenses and analyze monthly spending. With its ability to aggregate documents and data from multiple sources, users have been able to transform and enhance their information, improving their financial management processes. Additionally, Itemize has been effective in managing digital leases, providing features such as animations and screen drag and drop that make lease management easier. Users have also praised the software for automating expense reporting, allowing them to easily organize tasks and close them within a timeline.

Itemize has been extensively used by accounting departments to save time on invoice processing, reducing the need for manual data entry. By storing every transaction in a personal folder and generating reports based on the stored data, Itemize has proven to be helpful in handling year-end taxes. The software has significantly cut down on work expense processes, preventing the loss of receipts and generating auto-generated reports that supervisors can easily approve. Users appreciate the ease of uploading receipts, although some have expressed a desire for a more user-friendly interface for tagging expenses and creating categories. Despite occasional glitches and data export issues, users still believe in the potential of Itemize due to its ability to quickly scan and classify receipts while providing accurate electronic records. Overall, Itemize has transformed the way businesses manage their expenses by providing efficient tools for expense tracking, analysis, and reporting.

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The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Itemize

Overview

What is Itemize?