Agentic AI for Financial Operations
Solutions for Wholesale Lockbox, Receivables, Treasury Management, Payables, and Fraud
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 Customer
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
Cracking the Code on Vertical AI: Why Specialized Intelligence Wins
As industries grow more complex and data-driven, a new generation of AI is emerging to meet their specific needs. In this post, we explore the rise of vertical AI: what it is, why it matters, and how it’s reshaping the future of business across sectors such as finance, healthcare, and beyond. Vertical AI vs. Horizontal …
Cracking the Code on Vertical AI: Why Specialized Intelligence Wins Read More »
[WEBINAR] AI in Finance: Justification and Use for Treasury Management
AI in Finance: Justification and Use for Treasury Management Watch Replay Download Deck Description: Machine learning, generative AI, and agentic AI can seem like vague, ethereal concepts at times, but their use is becoming quite substantive. This session will explore real use cases for treasury management and show how organizations can both justify and optimize …
[WEBINAR] AI in Finance: Justification and Use for Treasury Management Read More »
From Transaction Processing to Strategic Forecasting: How Agentic AI is Empowering Modern CFOs
In today’s rapidly changing financial landscape, automation has moved far beyond invoice scanning and expense approvals. CFOs are no longer just stewards of the balance sheet; they are becoming strategic enablers, guiding their organizations with insight, agility, and speed. At the center of this transformation is Agentic AI: a new class of automation that doesn’t …
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis
In today’s rapidly evolving business landscape, automation has become a game-changer for CFO offices worldwide. This blog explores how automation technologies are transforming financial operations, backed by concrete data and real-world examples. The Growing Adoption of Finance Automation The finance sector has emerged as one of the most aggressive adopters of automation technologies, with approximately …
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis Read More »
Smarter Remittance Processing Starts with AI
Imagine a world where your team spends less time sifting through data and more time making strategic financial decisions. AI makes this a reality. Introduction to Remittance Processing and AI Remittance processing is the backbone of a company’s cash flow, matching incoming customer payments with open receivables. It’s essential for maintaining accurate financial records, speeding …
Agentic AI for Treasury Management: Unlocking Autonomy in Receivables, Payables, and Trade Finance
As treasury teams face pressure to accelerate cash flow, reduce operational risk, and do more with fewer resources, traditional automation no longer delivers. Most systems rely on fixed templates, manual reviews, and batch processing, which can’t keep up with the demands of modern finance. Agentic AI offers a new path. It brings autonomy to treasury …
Unlocking Working Capital with Smarter Receivables Management
For financial institutions, maintaining liquidity while fueling long-term growth depends heavily on the ability to access and manage cash efficiently. Yet one of the most powerful tools for improving working capital — receivables management — remains underutilized. Traditional accounts receivable (AR) processes are often slow, error-prone, and heavily reliant on manual intervention, causing delays in …
Unlocking Working Capital with Smarter Receivables Management Read More »
Solving Treasury’s Toughest Challenges: How AI-Powered Platforms Can Transform Financial Operations
The Pressure on Treasury Teams Has Never Been Greater From managing liquidity to reducing DSO (Days Sales Outstanding), today’s treasury and finance leaders must deliver accuracy, agility, and cost efficiency—often with shrinking teams and growing expectations. Yet many treasury functions are still burdened by outdated infrastructure: These bottlenecks not only delay decision-making, they increase the …
The Economics of AI-Driven Treasury Management Automation: ROI and Cost Savings for Banks
In an increasingly digital and volatile financial environment, banks are under immense pressure to drive operational efficiency, manage liquidity more proactively, and reduce exposure to risk. Treasury management, the nerve center for financial institutions’ cash flow, liquidity, and risk oversight, is ripe for transformation. Artificial Intelligence (AI) is emerging as a game-changer, offering banks the …
Receivables Automation: Unlock Efficiency with an End-to-End View
In today’s fast-paced enterprise environment, finance and treasury leaders are under constant pressure to do more with less. One area ripe for transformation is the receivables process—an essential but often overlooked function that directly impacts cash flow, liquidity planning, and the overall effectiveness of Treasury Management. Receivables automation is more than just digitizing invoices or …
Receivables Automation: Unlock Efficiency with an End-to-End View Read More »
AI in Accounts Payable: Why It’s Time to Automate, Optimize, and Transform
How Does AI Fit Into Accounts Payable? By applying advanced algorithms and machine learning to AP processes, AI takes on the heavy lifting, handling tasks that once required hours of human effort in a fraction of the time. Think lightning-fast data analysis, smart pattern recognition, and even intelligent decision-making that help finance teams work smarter, …
AI in Accounts Payable: Why It’s Time to Automate, Optimize, and Transform 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
million
0
Keystrokes
Saved Monthly
million
0
Documents
processed
countries
0
supported
out of the box
languages
0
live on
the platform
billion
$
0
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.
Cracking the Code on Vertical AI: Why Specialized Intelligence Wins
As industries grow more complex and data-driven, a new generation of AI is emerging to meet their specific needs. In this post, we explore the rise of vertical AI: what it is, why it matters, and how it’s reshaping the future of business across sectors such as finance, healthcare, and beyond. Vertical AI vs. Horizontal …
Cracking the Code on Vertical AI: Why Specialized Intelligence Wins Read More »
[WEBINAR] AI in Finance: Justification and Use for Treasury Management
AI in Finance: Justification and Use for Treasury Management Watch Replay Download Deck Description: Machine learning, generative AI, and agentic AI can seem like vague, ethereal concepts at times, but their use is becoming quite substantive. This session will explore real use cases for treasury management and show how organizations can both justify and optimize …
[WEBINAR] AI in Finance: Justification and Use for Treasury Management Read More »
From Transaction Processing to Strategic Forecasting: How Agentic AI is Empowering Modern CFOs
In today’s rapidly changing financial landscape, automation has moved far beyond invoice scanning and expense approvals. CFOs are no longer just stewards of the balance sheet; they are becoming strategic enablers, guiding their organizations with insight, agility, and speed. At the center of this transformation is Agentic AI: a new class of automation that doesn’t …
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis
In today’s rapidly evolving business landscape, automation has become a game-changer for CFO offices worldwide. This blog explores how automation technologies are transforming financial operations, backed by concrete data and real-world examples. The Growing Adoption of Finance Automation The finance sector has emerged as one of the most aggressive adopters of automation technologies, with approximately …
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis Read More »
Smarter Remittance Processing Starts with AI
Imagine a world where your team spends less time sifting through data and more time making strategic financial decisions. AI makes this a reality. Introduction to Remittance Processing and AI Remittance processing is the backbone of a company’s cash flow, matching incoming customer payments with open receivables. It’s essential for maintaining accurate financial records, speeding …
Agentic AI for Treasury Management: Unlocking Autonomy in Receivables, Payables, and Trade Finance
As treasury teams face pressure to accelerate cash flow, reduce operational risk, and do more with fewer resources, traditional automation no longer delivers. Most systems rely on fixed templates, manual reviews, and batch processing, which can’t keep up with the demands of modern finance. Agentic AI offers a new path. It brings autonomy to treasury …
Unlocking Working Capital with Smarter Receivables Management
For financial institutions, maintaining liquidity while fueling long-term growth depends heavily on the ability to access and manage cash efficiently. Yet one of the most powerful tools for improving working capital — receivables management — remains underutilized. Traditional accounts receivable (AR) processes are often slow, error-prone, and heavily reliant on manual intervention, causing delays in …
Unlocking Working Capital with Smarter Receivables Management Read More »
Solving Treasury’s Toughest Challenges: How AI-Powered Platforms Can Transform Financial Operations
The Pressure on Treasury Teams Has Never Been Greater From managing liquidity to reducing DSO (Days Sales Outstanding), today’s treasury and finance leaders must deliver accuracy, agility, and cost efficiency—often with shrinking teams and growing expectations. Yet many treasury functions are still burdened by outdated infrastructure: These bottlenecks not only delay decision-making, they increase the …
The Economics of AI-Driven Treasury Management Automation: ROI and Cost Savings for Banks
In an increasingly digital and volatile financial environment, banks are under immense pressure to drive operational efficiency, manage liquidity more proactively, and reduce exposure to risk. Treasury management, the nerve center for financial institutions’ cash flow, liquidity, and risk oversight, is ripe for transformation. Artificial Intelligence (AI) is emerging as a game-changer, offering banks the …
Receivables Automation: Unlock Efficiency with an End-to-End View
In today’s fast-paced enterprise environment, finance and treasury leaders are under constant pressure to do more with less. One area ripe for transformation is the receivables process—an essential but often overlooked function that directly impacts cash flow, liquidity planning, and the overall effectiveness of Treasury Management. Receivables automation is more than just digitizing invoices or …
Receivables Automation: Unlock Efficiency with an End-to-End View Read More »
AI in Accounts Payable: Why It’s Time to Automate, Optimize, and Transform
How Does AI Fit Into Accounts Payable? By applying advanced algorithms and machine learning to AP processes, AI takes on the heavy lifting, handling tasks that once required hours of human effort in a fraction of the time. Think lightning-fast data analysis, smart pattern recognition, and even intelligent decision-making that help finance teams work smarter, …
AI in Accounts Payable: Why It’s Time to Automate, Optimize, and Transform Read More »
Highlights
Cracking the Code on Vertical AI: Why Specialized Intelligence Wins
As industries grow more complex and data-driven, a new generation of AI is emerging to meet their specific needs. In this post, we explore the rise of vertical AI: what it is, why it matters, and how it’s reshaping the future of business across sectors such as finance, healthcare, and beyond. Vertical AI vs. Horizontal …
Cracking the Code on Vertical AI: Why Specialized Intelligence Wins Read More »
[WEBINAR] AI in Finance: Justification and Use for Treasury Management
AI in Finance: Justification and Use for Treasury Management Watch Replay Download Deck Description: Machine learning, generative AI, and agentic AI can seem like vague, ethereal concepts at times, but their use is becoming quite substantive. This session will explore real use cases for treasury management and show how organizations can both justify and optimize …
[WEBINAR] AI in Finance: Justification and Use for Treasury Management Read More »
From Transaction Processing to Strategic Forecasting: How Agentic AI is Empowering Modern CFOs
In today’s rapidly changing financial landscape, automation has moved far beyond invoice scanning and expense approvals. CFOs are no longer just stewards of the balance sheet; they are becoming strategic enablers, guiding their organizations with insight, agility, and speed. At the center of this transformation is Agentic AI: a new class of automation that doesn’t …
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis
In today’s rapidly evolving business landscape, automation has become a game-changer for CFO offices worldwide. This blog explores how automation technologies are transforming financial operations, backed by concrete data and real-world examples. The Growing Adoption of Finance Automation The finance sector has emerged as one of the most aggressive adopters of automation technologies, with approximately …
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis Read More »
Smarter Remittance Processing Starts with AI
Imagine a world where your team spends less time sifting through data and more time making strategic financial decisions. AI makes this a reality. Introduction to Remittance Processing and AI Remittance processing is the backbone of a company’s cash flow, matching incoming customer payments with open receivables. It’s essential for maintaining accurate financial records, speeding …
Agentic AI for Treasury Management: Unlocking Autonomy in Receivables, Payables, and Trade Finance
As treasury teams face pressure to accelerate cash flow, reduce operational risk, and do more with fewer resources, traditional automation no longer delivers. Most systems rely on fixed templates, manual reviews, and batch processing, which can’t keep up with the demands of modern finance. Agentic AI offers a new path. It brings autonomy to treasury …
Integration Partners
