AI-Powered Procurement and Payables Automation

100% Onshore solution to automate manual document processes, improve data quality, and reduce operating costs.

Capture

Itemize harnesses AI to sort financial documents and extract rich item-level data. The system improves transaction intelligence and streamlines financial workflows.

Verify

Financial AI algorithms instantly cross-check monetary values and metadata, identifying discrepancies and flagging outliers for additional screening.

Analyze

Along with clean, normalized data, the platform delivers advanced analytics and benchmarks that help financial teams make better-informed decisions.

Focus on Financial Approval Decisions instead of Manual Document Tasks

Process B2B financial documents with Itemize’s document automation software. Achieve 90%+ automation while also improving data quality and business intelligence.

One Platform, Compelling Benefits

Reduce costs: Gain 30-50% savings verses human capture
Improve quality: Reduce mistakes from 5% to under 1%
Strengthen data security: Eliminate offshore fraud exposure
Reduce delays: Get results in seconds not minutes and hours
Deploy easily: Go live in <30 days

Reduce costs: Gain 30-50% savings verses human capture
Improve quality: Reduce mistakes from 5% to under 1%
Strengthen data security: Eliminate offshore fraud exposure
Reduce delays: Get results in seconds not minutes and hours
Deploy easily: Go live in <30 days

Platform Accessibility

By the Numbers

million

document
processed

billion

keystrokes
saved

$ 0

billion

value
processed

countries

supported

Ready to start?

See how Itemize’s document automation can improve your ability to approve
transactions while reducing risks and costs.

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Highlights

4 Ways to Improve Supply Chain Efficiency With Intelligent Invoice Processing

Learn how KOSA Design Studio Saves 70% Time per Invoice

Customer KOSA is a multidisciplinary design studio. They design and build high-end commercial spaces and homes in New York City and the Hamptons. Challenge KOSA has a portfolio of 10-15 properties/development projects. Managing 3,000 invoices per month was challenging and the AP department needed a robust solution. KOSA was looking for a modern, digital accounts …

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How to Build a Business Case for AP Automation in Five Steps

Automating accounts payable is a cost-effective, low-effort alternative to other digital transformation projects, but its benefits are both immediate and widespread. With all the advantages of automating AP, adopting this technology should be a no-brainer. But where do you begin? Whether you are just beginning your automation journey or looking to improve your existing AP …

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AI-Powered Financial Automation for Wholesale Lockbox Processors

Wholesale lockbox processors often struggle with manual data entry because it can be time-consuming and error-prone. In a lockbox operation, customers send payments (such as checks or electronic transfers) to a designated post office box. The lockbox processor then retrieves these payments and deposits them into the customer’s account. The lockbox processor needs to extract …

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Why B2B Financial Document Automation Critical for Transaction Processors and Banks

What is Financial Document Automation AI-powered B2B financial document automation is the application of artificial intelligence and machine learning algorithms to automate and streamline the processing of financial documents. The technology is designed to reduce manual data entry, minimize errors, and improve accuracy and efficiency in processing financial documents such as invoices, purchase orders, receipts, …

Why B2B Financial Document Automation Critical for Transaction Processors and Banks Read More »

Breaking Down VAT Compliance Reporting

Currently, value-added tax (VAT) is used by over 160 countries worldwide, spanning from Latin America to Europe, Africa, and the Asia Pacific. But for accounting professionals, this rapid globalization comes with tax compliance obligations in multiple jurisdictions. Changes in governance and globalized business practices have drastically changed the way VAT is filed and processed. As …

Breaking Down VAT Compliance Reporting Read More »