AI-Powered Automation for Wholesale Lockbox

Automating document categorization, data entry, and reconciliation for wholesale lockbox.

Accurate | Verified | Reliable

Itemize offers the fastest image-enabled wholesale lockbox capabilities. Streamline data capture from Invoices, Envelopes, Statements, Check Stubs, Explanation of Benefits(EOBs), Checks, and other supporting documents with reliable, secure, and scalable Lockbox automation. Best for financial institutions, AR systems, and enterprises.

Features and Benefits

Rich data sets from lockbox documents

Level One, Level Two, and line item details

Guaranteed accuracy from related documents

Field-level SLAs for specific date fields

Automated data entry and reconciliation

Eliminate unnecessary human intervention

Global market coverage

Automatic vendor data capture in major markets

Fast deployments

Restful APIs with rapid setups

Cloud-based redundancy

Always on, completely in the cloud

Enterprise-grade system

High-capacity, high-security built for enterprise scale

Five-star service

Chat, email, or call whenever you need a hand

Why Itemize?

Template-free extraction

AI-powered data entry & reconciliation

Intelligent exception scoring

Rich tax data capture

Field level accuracy SLAs

Built-in quality assurance

Wholesale Lockbox Flow

Wholesale lockbox

Processing 110,000+ documents per day for leading processors, FinTech's, BPOs.

Documents: 

  • Remittance advice
  • Checks
  • Check stubs
  • Receipts
  • Invoices
  • Purchase orders
  • Emails
  • Digital receipts
  • Waybills
  • Tax forms

Key Fields

  • Line items and tables
  • Invoice numbers
  • PO numbers
  • Reference numbers
  • Due dates
  • Payers / buyers
    Payees / beneficiaries
  • Addresses
  • And 100+ other standardized structured fields

Learn How Itemize Can Save Your Business Time and Money

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