Case Studies


Itemize enables our users to drive their expenses by enhancing their data.

Our services provide businesses to streamline expense management with job codes, reimbursements and expense rules . In today’s work flow processes are more critical than ever.

Browse our case studies below to see how some clients and partners have applied Itemize to their most important challenges.


Overworked Accountant

A busy and sometimes overworked accountant has multiple clients to manage, and there’s no consistency in when or how various clients send her their receipts, invoices, or account statements.

Growing Agency

A perpetually busy agency is struggling to implement company-wide expense management standards. The staff barely have time to reconcile accounts and run reports every month.