Expense Management

In the Click of a Photo

Create an Expense in a Snap

Snapping a photo is as good as entering the information by hand. Once you upload a receipt, our OCR technology kicks in and reads all the important details, creating a searchable record for your expense management. No need to constantly double check the data. Our OCR operates with 99% accuracy, which is better than some people! If you’ve linked your bank and credit accounts, we match the transaction – without any additional input from you

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Streamline with Connectivity

We’re 100% integrated! You can upload receipts, track spending in real-time or authorize reimbursements with the click of a button through our app and all the nitty gritty details are synced to your accounting software. Less effort, more organization.

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Issue reimbursements, export data & run reports

We know you’re busy, so we’ve made expense management actionable with fast, easy, and intuitive tools. You can issue reimbursements, export data as a PDF, Excel, or CSV file or run detailed reports through the Itemize app. No extra steps or engineer-like understanding of the software necessary.

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Features You’ll Love

  • For Companies
  • For Individuals
Unlimited Uploads

The information superhighway can be a scary place with hackers and malicious code lurking around every corner. But don’t worry. We’ve got you covered with 256-bit, bank-level encryption.

Integrations

QuickBooks, FreshBooks, Xero, FreeAgent, Sage One? No problem. We sync with all of them in real-time for smooth-like-butter functionality that you’ll notice right away.

Reporting

Itemize’s built-in Report Wizard is fast and easy to use. You can organize your expense data then print, download, share, or export the information as a PDF or Excel file all from within the app.

Repayment

Never chase down a receipt again. Set your submission controls & kick back. We’ll maintain your high standards and make sure all the required documentation is submitted, so by the time a request lands in front of you, it’s a one-click approval.

Transaction Matching

Reconciling accounts has never been easier. Itemize will automatically match imported data from uploads to the linked transactions on your connected bank or credit card accounts.

Custom Tags

We get it. Every business is different. The way you organize may not be the way someone else does. We let you create custom tags so your data is marked, arranged, and searchable the way you want. Period.

Multiple Job Codes

We’re here to fit the way you work, not the other way around. We won’t impose an arbitrary limit on how many job codes you can have. Assign your own and create as many as you’d like.

Team Onboarding

Even though Itemize is easy to use, we want to take the time to show you around. We provide personalized onboarding for your team with live stream webinars hosted by a member of our dedicated support staff.

Storage

Cleaner workspaces make for happier employees. With Itemize, your team’s uploaded receipts will be stored in our secure cloud for ten years, so there’s no need to keep that stack of banker boxes anymore, your records are safe with us.

Security

We care about your business as if it were our own. Every member’s uploaded images and information are protected with 256-bit, bank-level encryption and accessible only with your unique login and password information.

Unlimited Uploads

Here’s to the end of hoarding paperwork. Kiss that clutter goodbye when you get those invoices & receipts off your desk and out of your pockets or center console with unlimited uploads from anywhere in the world.

Mobile App

We go where you go, and there’s no need for fancy equipment. Every smartphone is a scanner, and you can access our web app from anywhere you have an internet connection.

Reporting

Eliminate stress with simple, one-click report templates. With or without images of your uploaded expenses. You decide how you want it; PDF or Excel, then print, download, or share.

Storage

You can toss that old shoebox now. All your data and images are stored safely on the cloud for ten whole years!

Security

The information superhighway can be a scary place with hackers and malicious code lurking around every corner. But don’t worry. We’ve got you covered with 256-bit, bank-level encryption.

Transaction Matching

When you connect your bank and credit card accounts we’ll automatically match uploaded expense data (receipts and invoices) to the record of that transaction on the associated account with no additional input from you.