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#55

Itemize is ranked #55 in the Fund Accounting Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Itemize Pricing

Based on our most recent analysis, Itemize pricing starts at $10 (Monthly).

Price
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Starting From
$9.99
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

Itemize is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Itemize:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Itemize Benefits and Insights

Why use Itemize?

Key differentiators & advantages of Itemize

  • Reduce Manual Reconciliation: Use AI and machine learning to capture data and decrease the possibility of manual error to a minimum. 
  • Improves Compliance: Cross-check information using automation, ensuring that the data is compliant with standards and protocols. 
  • Easy-to-Use: Take advantage of the friendly and easy-to-use automated invoice and payable system. Save receipts in the app. Manage expenses by entering pictures in the expense log. 
  • Saves Time: Automate all invoice-related tasks and simplify otherwise tedious and time-consuming activities to save time.  
  • Worldwide Coverage: Get automatic vendor data capture from the global market. Reduce the cost of preparing consolidated financial statements for multinational firms. 
  • Quick Deployment: Use a streamlined Representational State Transfer API and set up. Gain flexibility with the data not tied to any resource or method. Conduct migration from one server to another or make changes to the database anytime. 

Industry Expertise

Businesses can use the application across industries for intelligent document transformation.

Itemize Reviews

Average customer reviews & user sentiment summary for Itemize:

User satisfaction level icon: great

273 reviews

86%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Itemize reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Effortless Expense Tracking: Itemize simplifies expense management by automatically extracting key data from receipts, eliminating manual data entry and reducing the risk of errors.
  • Streamlined Categorization: The platform intelligently categorizes expenses, saving time and ensuring accurate financial reporting. Users can easily customize categories to align with their specific needs.
  • Effortless Reporting: Itemize generates comprehensive reports that provide valuable insights into spending patterns, enabling users to make informed financial decisions.
  • Seamless Integrations: Itemize integrates with popular accounting software, such as QuickBooks and Xero, streamlining the financial workflow and eliminating the need for manual data transfer.

Cons

  • Limited Accounting Features: Itemize primarily focuses on expense tracking and receipt management, lacking key accounting functionalities such as accounts payable, accounts receivable, and general ledger management. Consequently, businesses with more complex accounting needs may find it insufficient as a standalone solution.
  • Integrations: While Itemize offers integrations with popular accounting software like QuickBooks and Xero, some users report limitations and syncing issues, particularly with international versions or less common accounting platforms. This can hinder seamless data flow and require manual workarounds.
  • Mobile App Limitations: The Itemize mobile app, while convenient for expense tracking on the go, may lack some of the advanced features available in the web version. This can be inconvenient for users who rely heavily on their mobile devices for managing expenses.

Researcher's Summary:

Itemize has carved out a niche for itself in the crowded expense management software market. Users consistently praise its intuitive interface and user-friendly design, making expense tracking a breeze even for those with limited accounting experience. The mobile app receives high marks for its convenience, allowing users to snap pictures of receipts and automatically extract relevant data, saving precious time and effort. Itemize's robust reporting features also stand out, providing users with valuable insights into their spending patterns and simplifying the process of generating expense reports for reimbursement or tax purposes.

However, some users have expressed concerns about occasional glitches and syncing issues between the mobile app and the web platform. Additionally, while Itemize integrates with several popular accounting software solutions, the list is not as extensive as some competitors, which could be a drawback for businesses with more complex accounting needs. Despite these minor shortcomings, Itemize's ease of use, mobile accessibility, and insightful reporting make it a compelling choice for freelancers, solopreneurs, and small business owners seeking a straightforward and efficient way to manage their expenses. Its affordability further enhances its appeal, making it a cost-effective solution for those who want to stay on top of their finances without breaking the bank.

Key Features

  • Expense Management: Stay updated and organized with itemized retriever expense management. Capture tags and manage invoices in an accessible interface. Enable seamless collaboration and ensure more security. Eliminate the possibility of errors and gain more transparency. 
  • Automated Expense Retriever: Upload accounts payable through the automated expense retriever for quick management. Tackle receipt management challenges with the finance team. Eliminate the need to gather and print business expense reports. Submit accurate expense reports with zero manual efforts. 
  • Cloud-Based: Access data from anywhere with a stable internet connection. Ensure airtight security and boost collaboration. Reduce paperwork and gain better control of your financial processes. 
  • VAT Processing: Leverage computer vision, AI and machine learning to read receipts, images, emails and text files in any layout. Automate business VAT tracking, reclaims and reporting. Reconcile document data with financial transaction information, such as credit card data or T&E report information. 
  • Invoice Automation: Convert invoice recording and reconciliation payable documents into useful data for financial use. Decrease manual reconciliation, improve compliance and automate audit functions by reconciling invoice data with purchase orders and other information. 
  • Receipt Data Capture: Capture data, cross-check information and populate with useful information. Get intelligent verification and global market support. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Can misread receipts and add the wrong label or price. 
  •  The application runs slowly. 
  •  Difficult to add bills for foreign countries. 
  •  Predetermined categories without any drop-down. 

Suite Support

Reach the sales and support team via phone or email. Users can also fill a form to send in a query. Read the blog section, which covers all the aspects of expense management. Developers can access API documentation available on the website.

mail_outlineEmail: Contact sales at [email protected].
phonePhone:+1 (212) 206-0880.
schoolTraining: Check out the blog section and API documentation.
local_offerTickets: Not available.
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