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
Hours Saved per day
average customer ROI
employee satisfaction index
Industry Solution Sets
Banking
Payments
Financial Technology
Processors & BPOs
Logistics &
Distribution
Construction & Real Estate
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis Read More »
Smarter Remittance Processing Starts with AI
Agentic AI for Treasury Management: Unlocking Autonomy in Receivables, Payables, and Trade Finance
Unlocking Working Capital with Smarter Receivables Management
Unlocking Working Capital with Smarter Receivables Management Read More »
Solving Treasury’s Toughest Challenges: How AI-Powered Platforms Can Transform Financial Operations
The Economics of AI-Driven Treasury Management Automation: ROI and Cost Savings for Banks
Receivables Automation: Unlock Efficiency with an End-to-End View
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
AI in Accounts Payable: Why It’s Time to Automate, Optimize, and Transform Read More »
The Evolution from OCR and Generative AI to Agentic AI in Finance
The Evolution from OCR and Generative AI to Agentic AI in Finance Read More »
Generative AI – Cutting Through the Hype: Why Agentic AI is the Future of Transaction Processing
How AI is Transforming Accounts Payable
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
Keystrokes
Saved Monthly
Documents
processed
supported
out of the box
live on
the platform
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.
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis Read More »
Smarter Remittance Processing Starts with AI
Agentic AI for Treasury Management: Unlocking Autonomy in Receivables, Payables, and Trade Finance
Unlocking Working Capital with Smarter Receivables Management
Unlocking Working Capital with Smarter Receivables Management Read More »
Solving Treasury’s Toughest Challenges: How AI-Powered Platforms Can Transform Financial Operations
The Economics of AI-Driven Treasury Management Automation: ROI and Cost Savings for Banks
Receivables Automation: Unlock Efficiency with an End-to-End View
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
AI in Accounts Payable: Why It’s Time to Automate, Optimize, and Transform Read More »
The Evolution from OCR and Generative AI to Agentic AI in Finance
The Evolution from OCR and Generative AI to Agentic AI in Finance Read More »
Generative AI – Cutting Through the Hype: Why Agentic AI is the Future of Transaction Processing
How AI is Transforming Accounts Payable
Highlights
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis
How Automation is Revolutionizing the Office of the CFO: A Data-Driven Analysis Read More »
Smarter Remittance Processing Starts with AI
Agentic AI for Treasury Management: Unlocking Autonomy in Receivables, Payables, and Trade Finance
Unlocking Working Capital with Smarter Receivables Management
Unlocking Working Capital with Smarter Receivables Management Read More »
Solving Treasury’s Toughest Challenges: How AI-Powered Platforms Can Transform Financial Operations
The Economics of AI-Driven Treasury Management Automation: ROI and Cost Savings for Banks
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