The Client: The Accountant Who Wears Too Many Hats
The Problem: 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.

VARYING SCHEDULES AND INCONSISTENT CLIENTS MAKE IT HARD TO GET AHEAD

When our featured accountant started her business, she didn’t have a lot of clients, so catering to their every whim and adjusting her processes to accommodate a variety of expense management habits didn’t bother her. Back then she had plenty of time. But now her business has grown exponentially, and she has many clients. working different schedules. All of them have their own schedule for sending her invoices and account statements. It’s just getting to be too much, and she can barely keep up.

THERE MUST BE A WAY TO STREAMLINE CLIENT PROCESSES AND IMPROVE CONSISTENCY

Luckily, our busy accountant knew there must be some way she could help her clients get organized and allow her to provide better, more efficient service. She started researching expense management programs and found her way to Itemize.

By purchasing Itemize Team and setting herself up as the team admin, she was able to add all of her clients as team members and have each of them download the mobile app on their smartphones. To check in on their accounts, all she has to do is log in, and all the expense data, transactions records, and reporting features are at her fingertips. And because Itemize is fully scalable, she’s able to add team members as needed for a low  annual price and pass on the cost of each team “seat” to her individual clients. Now she has everyone on the same expense management program, her job is much easier, and her clients are happy because they can get rid of their paperwork pile.

ITEMIZE IS THE PERFECT TOOL FOR MANAGING MULTIPLE PEOPLE’S EXPENSES

With Itemize’s proprietary OCR (Optical Character Recognition) technology and Machine Learning environment, every receipt her clients upload is automatically read, and the financial data (including tax and VAT information) is extracted. Then Itemize creates a searchable record of that expense and will match the transaction to linked bank or credit card accounts. All of this happens in real time. And, the connectivity doesn’t end there. Itemize is also fully integrated with her accounting software, so there’s no need to transfer the information manually.

FINALLY, AN EXPENSE MANAGEMENT SOLUTION THAT WORKS FOR MULTIPLE, INDEPENDENT CLIENTS

With Itemize Team, our overworked accountant is no longer overworked. Now she can manage her clients’ accounts with ease and stay up to date as expenses come in and payments go out. That means our busy accountant can spend less time sorting through stacks of receipts, manually entering data, and pouring through statements during account reconciliation. And, Itemize makes it easy to run detailed, customized reports directly through the app which she can then print or email to her clients wherever they are saving her time and stress.