AI Transaction Automation for Finance
Taking the Work Out of Workflow
Solutions for Accounts Payables, Receivables,
Loan Processing, and Supply Chain
Why Itemize
100% AI
Automation
No Humans in the Processing Loop
99%+
Accuracy
SLAs for Verified and Reliable Processing
15 Second Processing
End-to-end
Automation
No Client
Data Training
No Resource
Allocation
Faster
Get verified results in
15 seconds every time
Better
Process transactions with
90% fewer errors
Cheaper
Reduce Costs by 50%+
Reliable AI Solutions for Financial Use Cases
ACCOUNTS PAYABLE
Process and pay invoices without tedious data entry and costly manual workflow steps. Reduce errors, accelerate processing, and gain faster access to early pay discounts.
REMITTANCE PROCESSING
Automate manual receivable processing by harnessing AI to classify, transform, and advance documents through workflows. Reduce delays and improve accuracy.
LOAN PROCESSING
Harness AI to organize, classify, and transform complex loan documents. Accelerate loan review processes, reduce errors, and reduce processing costs.
SUPPLY CHAIN
Leverage AI to organize, transform, and reconcile diverse supply chain documents across suppliers and locations. Accelerate approvals and transactions.
Built for CFO Requirements
- Low Total Cost of Ownership with High ROIs
- No AI Training or Coding Needed
- Quick Implementation. Go Live in Days
- High Security and Availability
Impact for Customers
0
Hours Saved per day
0
x
average customer ROI
0
x
employee satisfaction index
Industry Solution Sets
Banking
Payments
Financial Technology
Processors & BPOs
Logistics &
Distribution
Construction & Real Estate
5 Things Leaders at Banks and Financial Services Companies Should Consider Before Investing in AI and Automation
Banks and financial services companies are increasingly turning to AI and automation to stay competitive in today’s rapidly evolving financial landscape. However, before diving into these advanced technologies, leaders must carefully consider several vital factors to ensure a successful and sustainable investment. Below are five critical considerations: Understand the Business Impact and Use Cases Evaluate …
Maximizing ROI: The Financial Impact of Automating AP/AR Processes
As we approach the 2025 budget season, businesses increasingly seek ways to optimize their operations and enhance their financial performance. One of the most effective strategies is automating Accounts Payable (AP) and Accounts Receivable (AR) processes. Automation in these areas streamlines operations and delivers significant financial benefits, driving a substantial return on investment (ROI). In …
Maximizing ROI: The Financial Impact of Automating AP/AR Processes Read More »
The State of Financial Document Automation in 2025
Financial institutions are going through a digital revolution driven by the increasing need for efficiency, accuracy, and speed. As we enter 2025, the landscape of financial document automation will evolve significantly. This blog delves into the state of financial document automation in 2025, focusing on critical document-heavy areas such as Accounts Payable (AP), Accounts Receivable …
The State of Financial Document Automation in 2025 Read More »
2025 Budget Season: Improve Efficiencies with Accounts Payable and Receivable Automation
As we approach the 2025 budget season, businesses across industries are gearing up to evaluate their financial strategies and operational efficiencies. One critical area that often presents opportunities for improvement is the management of accounts payable (AP) and accounts receivable (AR). Automation in these areas can significantly improve efficiency, accuracy, and cost savings. Let’s explore …
2025 Budget Season: Improve Efficiencies with Accounts Payable and Receivable Automation Read More »
As Budgeting Season Starts for 2025: How Bank and Finance Leaders Should Think About Investing in Automation
As 2025 approaches, bank and finance leaders are on the brink of a crucial budgeting season. In an industry defined by rapid technological advancements and fierce competition, strategic investment in automation has become more imperative than ever. This blog explores the key areas where automation can deliver significant benefits, helping finance leaders make informed decisions …
Safeguarding Financial Transactions: Leveraging AI and Itemize for Risk Mitigation
The financial industry is undergoing a transformation driven by artificial intelligence (AI), promising enhanced efficiencies, innovative solutions, and improved customer experiences. However, with these advancements come significant risks. Financial institutions must adopt a proactive approach to harness the benefits of AI while mitigating potential pitfalls. This blog explores the intersection of AI and financial risk, …
Safeguarding Financial Transactions: Leveraging AI and Itemize for Risk Mitigation Read More »
Vertical Language Model for Finance: Applications and Use Cases
Vertical Language Model (VLM) are specialized deep learning model designed to handle domain-specific language tasks. Unlike general-purpose language model, VLM are fine-tuned on data specific to a particular industry or domain. This allows them to perform exceptionally well in understanding nuances and context-specific information in that field. In the finance sector, Vertical Language Model are being adopted to enhance various applications …
Vertical Language Model for Finance: Applications and Use Cases Read More »
Wholesale Lockbox Automation: A Solution for Banks and Financial Processors
Banks and financial processors are critical in managing complex and high-volume transactions for wholesale lockbox processing. However, the reliance on manual processes presents significant challenges, leading to inefficiencies, errors, and increased operational costs. This blog looks at the issues banks, and financial processors face in manual wholesale lockbox processing and highlights how automation solutions can …
Wholesale Lockbox Automation: A Solution for Banks and Financial Processors Read More »
Enabling Business Continuity with Digital Mailrooms
As businesses navigate the complexities of modern work environments, particularly hybrid and remote models, the role of a digital mailroom becomes increasingly crucial. The ability to efficiently manage financial documents and correspondence without physical constraints is a convenience and a necessity for maintaining business continuity and enhancing operational resilience. The Difference Between Legacy vs. Modern …
Enabling Business Continuity with Digital Mailrooms Read More »
Treasury Management in the Digital Era: Challenges and Solutions
The increasing complexity of global markets and evolving regulatory environments have made treasury management a critical focus area for organizations aiming to enhance their operational efficiency and strategic agility. The Global EuroFinance report on “Digital Transformation of Treasury” highlights several challenges pivotal to understanding the barriers faced by treasury departments today. Specific Challenges in Treasury …
Treasury Management in the Digital Era: Challenges and Solutions Read More »
Selecting Your FinTech Partner: Essential Criteria for Banks
In the rapidly evolving financial landscape, choosing the right financial technology (FinTech) partner is a critical decision for banks. The right partnership can enhance your bank’s capabilities, streamline operations, and improve customer satisfaction. However, with a multitude of options available, making an informed choice requires careful consideration. This blog outlines key factors to consider when …
Selecting Your FinTech Partner: Essential Criteria for Banks Read More »
Request a Demo
See how Itemize’s financial transaction automation can improve your ability to process transactions while reducing risks and costs.
Itemize by the Numbers
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million
Keystrokes
Saved Monthly
0
million
Documents
processed
0
countries
supported
out of the box
0
languages
live on
the platform
$
0
billion
value
processed
How Itemize Financial Transaction AI Works
Itemize is transforming financial transaction processing for Accounts Payable, Receivables, Loan Processing, and Supply Chain through its advanced, AI-powered platform. Itemize harnesses Line-Item intelligence to unlock value and enable customer innovation in finance.
5 Things Leaders at Banks and Financial Services Companies Should Consider Before Investing in AI and Automation
Banks and financial services companies are increasingly turning to AI and automation to stay competitive in today’s rapidly evolving financial landscape. However, before diving into these advanced technologies, leaders must carefully consider several vital factors to ensure a successful and sustainable investment. Below are five critical considerations: Understand the Business Impact and Use Cases Evaluate …
Maximizing ROI: The Financial Impact of Automating AP/AR Processes
As we approach the 2025 budget season, businesses increasingly seek ways to optimize their operations and enhance their financial performance. One of the most effective strategies is automating Accounts Payable (AP) and Accounts Receivable (AR) processes. Automation in these areas streamlines operations and delivers significant financial benefits, driving a substantial return on investment (ROI). In …
Maximizing ROI: The Financial Impact of Automating AP/AR Processes Read More »
The State of Financial Document Automation in 2025
Financial institutions are going through a digital revolution driven by the increasing need for efficiency, accuracy, and speed. As we enter 2025, the landscape of financial document automation will evolve significantly. This blog delves into the state of financial document automation in 2025, focusing on critical document-heavy areas such as Accounts Payable (AP), Accounts Receivable …
The State of Financial Document Automation in 2025 Read More »
2025 Budget Season: Improve Efficiencies with Accounts Payable and Receivable Automation
As we approach the 2025 budget season, businesses across industries are gearing up to evaluate their financial strategies and operational efficiencies. One critical area that often presents opportunities for improvement is the management of accounts payable (AP) and accounts receivable (AR). Automation in these areas can significantly improve efficiency, accuracy, and cost savings. Let’s explore …
2025 Budget Season: Improve Efficiencies with Accounts Payable and Receivable Automation Read More »
As Budgeting Season Starts for 2025: How Bank and Finance Leaders Should Think About Investing in Automation
As 2025 approaches, bank and finance leaders are on the brink of a crucial budgeting season. In an industry defined by rapid technological advancements and fierce competition, strategic investment in automation has become more imperative than ever. This blog explores the key areas where automation can deliver significant benefits, helping finance leaders make informed decisions …
Safeguarding Financial Transactions: Leveraging AI and Itemize for Risk Mitigation
The financial industry is undergoing a transformation driven by artificial intelligence (AI), promising enhanced efficiencies, innovative solutions, and improved customer experiences. However, with these advancements come significant risks. Financial institutions must adopt a proactive approach to harness the benefits of AI while mitigating potential pitfalls. This blog explores the intersection of AI and financial risk, …
Safeguarding Financial Transactions: Leveraging AI and Itemize for Risk Mitigation Read More »
Vertical Language Model for Finance: Applications and Use Cases
Vertical Language Model (VLM) are specialized deep learning model designed to handle domain-specific language tasks. Unlike general-purpose language model, VLM are fine-tuned on data specific to a particular industry or domain. This allows them to perform exceptionally well in understanding nuances and context-specific information in that field. In the finance sector, Vertical Language Model are being adopted to enhance various applications …
Vertical Language Model for Finance: Applications and Use Cases Read More »
Wholesale Lockbox Automation: A Solution for Banks and Financial Processors
Banks and financial processors are critical in managing complex and high-volume transactions for wholesale lockbox processing. However, the reliance on manual processes presents significant challenges, leading to inefficiencies, errors, and increased operational costs. This blog looks at the issues banks, and financial processors face in manual wholesale lockbox processing and highlights how automation solutions can …
Wholesale Lockbox Automation: A Solution for Banks and Financial Processors Read More »
Enabling Business Continuity with Digital Mailrooms
As businesses navigate the complexities of modern work environments, particularly hybrid and remote models, the role of a digital mailroom becomes increasingly crucial. The ability to efficiently manage financial documents and correspondence without physical constraints is a convenience and a necessity for maintaining business continuity and enhancing operational resilience. The Difference Between Legacy vs. Modern …
Enabling Business Continuity with Digital Mailrooms Read More »
Treasury Management in the Digital Era: Challenges and Solutions
The increasing complexity of global markets and evolving regulatory environments have made treasury management a critical focus area for organizations aiming to enhance their operational efficiency and strategic agility. The Global EuroFinance report on “Digital Transformation of Treasury” highlights several challenges pivotal to understanding the barriers faced by treasury departments today. Specific Challenges in Treasury …
Treasury Management in the Digital Era: Challenges and Solutions Read More »
Selecting Your FinTech Partner: Essential Criteria for Banks
In the rapidly evolving financial landscape, choosing the right financial technology (FinTech) partner is a critical decision for banks. The right partnership can enhance your bank’s capabilities, streamline operations, and improve customer satisfaction. However, with a multitude of options available, making an informed choice requires careful consideration. This blog outlines key factors to consider when …
Selecting Your FinTech Partner: Essential Criteria for Banks Read More »
Highlights
5 Things Leaders at Banks and Financial Services Companies Should Consider Before Investing in AI and Automation
Banks and financial services companies are increasingly turning to AI and automation to stay competitive in today’s rapidly evolving financial landscape. However, before diving into these advanced technologies, leaders must carefully consider several vital factors to ensure a successful and sustainable investment. Below are five critical considerations: Understand the Business Impact and Use Cases Evaluate …
Maximizing ROI: The Financial Impact of Automating AP/AR Processes
As we approach the 2025 budget season, businesses increasingly seek ways to optimize their operations and enhance their financial performance. One of the most effective strategies is automating Accounts Payable (AP) and Accounts Receivable (AR) processes. Automation in these areas streamlines operations and delivers significant financial benefits, driving a substantial return on investment (ROI). In …
Maximizing ROI: The Financial Impact of Automating AP/AR Processes Read More »
The State of Financial Document Automation in 2025
Financial institutions are going through a digital revolution driven by the increasing need for efficiency, accuracy, and speed. As we enter 2025, the landscape of financial document automation will evolve significantly. This blog delves into the state of financial document automation in 2025, focusing on critical document-heavy areas such as Accounts Payable (AP), Accounts Receivable …
The State of Financial Document Automation in 2025 Read More »
2025 Budget Season: Improve Efficiencies with Accounts Payable and Receivable Automation
As we approach the 2025 budget season, businesses across industries are gearing up to evaluate their financial strategies and operational efficiencies. One critical area that often presents opportunities for improvement is the management of accounts payable (AP) and accounts receivable (AR). Automation in these areas can significantly improve efficiency, accuracy, and cost savings. Let’s explore …
2025 Budget Season: Improve Efficiencies with Accounts Payable and Receivable Automation Read More »
As Budgeting Season Starts for 2025: How Bank and Finance Leaders Should Think About Investing in Automation
As 2025 approaches, bank and finance leaders are on the brink of a crucial budgeting season. In an industry defined by rapid technological advancements and fierce competition, strategic investment in automation has become more imperative than ever. This blog explores the key areas where automation can deliver significant benefits, helping finance leaders make informed decisions …
Safeguarding Financial Transactions: Leveraging AI and Itemize for Risk Mitigation
The financial industry is undergoing a transformation driven by artificial intelligence (AI), promising enhanced efficiencies, innovative solutions, and improved customer experiences. However, with these advancements come significant risks. Financial institutions must adopt a proactive approach to harness the benefits of AI while mitigating potential pitfalls. This blog explores the intersection of AI and financial risk, …
Safeguarding Financial Transactions: Leveraging AI and Itemize for Risk Mitigation Read More »
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