Invoice AI Automation
AI Data Capture and Reconciliation
- Cloud-based
- Rich data capture
- AI reconciliation
- Intelligent verification
- SLAs for financial ERP clients and use cases
Receipt Data Capture
Data Extraction and Verification
- Cloud-based with APIs for platforms and apps
- Rich expense data capture including payment type
- Intelligent verification
- Global market support
VAT Capture & Processing
AI Tax Capture and Reporting
- Comprehensive VAT data capture
- Reclaim eligibility screening & reporting
- Expense VAT reporting
- APIs for tax processors, ERPs, and FinTechs
- Global market support
Itemize Retriever
Small Business Expense Solutions
- SMB expense mgt apps
- SMB Accounts Payable and VAT processing
- Cloud-based AI automation
- Simple interfaces, powerful platform
Invoice AI Automation
AI Data Capture and Reconciliation
Invoice AI Automation
Solution Architecture
Itemize Invoice Capture and Reconciliation converts payables documents into rich data sets for financial applications. The solution reads invoice and PO images, pdfs, emails, and text files in any layout. Using Computer Vision, Artificial Intelligence, Machine Learning, and other technologies, the platform captures rich data, cross checks information, and augments content with additional sources.
The platform reconciles invoice data with POs and other information, in order to decrease manual reconciliation, improve compliance, and automate audit functions. The service is available via easily-implemented APIs for real-time or batch production.
Itemize AI Data Capture and Reconciliation Hub
Invoice AI Automation
Features and Benefits
Rich data sets from invoices
Level One, Level Two, and line item details
99% accuracy guaranteed from any invoice
Accuracy SLAs for specific date fields
Automated invoice 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
Available Data Fields and Functions for Invoices
| Data Field | Level | Type | Itemize Verification | Accuracy SLA |
| Vendor | 1 | Text | ✓ | ✓ |
| Date | 1 | Date | ✓ | ✓ |
| Amount Due | 1 | Financial | ✓ | ✓ |
| MCC | 2 | Code | ✓ | ✓ |
| VAT / Tax Amount | 2 | Financial | ✓ | ✓ |
| VAT Rate | 2 | Percentage | ✓ | ✓ |
| Invoice Number | 2 | Text | ✓ | ✓ |
| VAT Number | 2 | Text | ✓ | ✓ |
| Terms | 2 | List | - | ✓ |
| Country | 1 | Code | ✓ | ✓ |
| Currency | 1 | Code | ✓ | ✓ |
| Item Descriptions | 3 | Text | - | ✓ |
| PO Number | 2 | Text | ✓ | ✓ |
| PO Reconciliation | 2 | GUID & Code | ✓ | ✓ |
Receipt Data Capture
Data Extraction and Verification
Receipt Data Capture
Solution Architecture
Receipt Data Capture and Matching converts receipt documents into rich data sets for financial applications. The solution reads receipt images, pdfs, emails, and text files in any layout. Using Computer Vision, Artificial Intelligence, Machine Learning, and other technologies, the platform captures rich data, cross checks financial information, and augments content with additional sources about the transaction.
The platform also reconciles receipt data with financial transaction information, such as credit card data or T&E report information in order to support compliance and policy controls. The service is available via easily-implemented APIs for real-time apps or batch production.
Itemize AI Data Capture and Reconciliation Hub
Automated Receipt Capture and Matching
Features and Benefits
Rich data sets from paper, pdf, and html receipts
Financial data including tax and merchant details
99% accuracy guaranteed from any receipt
Field-level data capture accuracy SLAs
Automated receipt reconciliation
Match receipts with card transaction and T&E data
Global Market Coverage
Configured to accurately capture data from major markets
Fast Deployments
Restful APIs with rapid setups
Cloud-based redundancy
Always on, completely in the cloud
Enterprise-grade system
High-capacity and high-security, built for enterprise scale
Five Star Service
Chat, email, or call whenever you need a hand
Receipt Capture: Available Data Fields and Functions
| Data Field | Level | Type | Itemize Verification | Accuracy SLA |
| Merchant | 1 | Text | ✓ | ✓ |
| Date | 1 | Date | ✓ | ✓ |
| Grand Total | 1 | Financial | ✓ | ✓ |
| MCC | 2 | Code | ✓ | ✓ |
| Payment Type | 2 | List | ✓ | ✓ |
| VAT / Tax Amount | 2 | Financial | ✓ | ✓ |
| VAT Rate | 2 | Percentage | ✓ | ✓ |
| VAT Number | 2 | Text | ✓ | ✓ |
| Invoice Number | 2 | Text | ✓ | ✓ |
| Country | 1 | Code | ✓ | ✓ |
| Currency | 1 | Code | ✓ | ✓ |
| Payment Data Reconciliation | 2 | GUID | ✓ | ✓ |
| Merchant Verification | 2 | Code | ✓ | ✓ |
| Compliance Scoring | 2 | Code | ✓ | ✓ |
Markets Supported with SLAs
North America
USA
Canada
Mexico
Africa
South Africa
Asia Pacific
Australia
New Zealand
Hong Kong
Singapore
Europe
UK
Ireland
France
Germany
Spain
Netherlands
Belgium
Scandinavia
Austria
Switzerland
VAT Capture & Processing
AI tax capture and reporting
VAT Processing
Solution Architecture
Itemize VAT Capture and Processing helps automate business VAT tracking, reporting, and reclaim. The solution reads receipt images, pdfs, emails, and text files in any layout. Using Computer Vision, Artificial Intelligence, Machine Learning, and other technologies, the platform captures rich VAT and sales tax data, cross checks information, and augments content with additional sources. The platform also reconciles document data with financial transaction information, such as credit card data or T&E report information in order to support VAT tracking, reporting, and reclaim needs. The service is available via APIs that are easily implemented for real-time or batch production.
Itemize AI Data Capture and Reconciliation Hub
VAT Capture and Processing
Features and Benefits
Rich VAT data sets from documents
VAT values, rates, and company information
99% accuracy guarantee from any invoice
Field-level data capture accuracy SLAs
Automated reconciliation with VAT data feeds
Eliminate unnecessary human intervention
Major Market Coverage
VAT processing tuned for key VAT markets features
Fast Deployments
Restful APIs with rapid setups
Cloud-based redundancy
Always on, totally in the cloud
Enterprise-grade system
High capacity, high security built for secure scale
Five Star Service
Chat, email, or call whenever you need a hand
United Kingdom GBP Data Capture Example: Single Rate VAT
| Field | Value |
| Merchant Trade Name | Costa Coffee |
| Merchant Entity | Compass Group |
| Country | United Kingdom |
| Language | English |
| Currency | GBP |
| Date | 13/01/2020 |
| VAT Amount 1 | £0.98 |
| VAT Rate 1 | 20.00% |
| Grand Total | £5.85 |
| Tax ID | 466477701 |
| Doc Nr | 148033 |
| Merch Category | Dining |
Itemize extracts UK VAT from printed receipts and digital documents. Data includes VAT number, VAT rates, such as 20%, VAT amount, net and gross VAT amounts, and other information needed for VAT reporting. VAT data can be verified, matched and reconciled with other financial data sets to automate VAT processes.
Ireland VAT Data Capture Example: Double Rate VAT
| Field | Value |
| Merchant Trade Name | Zizzi Restaurant |
| Merchant Entity | Azzuri Restaurants Ltd. |
| Country | Ireland |
| Language | English |
| Currency | GBP |
| Date | 31/01/2020 |
| VAT Amount 1 | £5.38 |
| VAT Rate 1 | 13.50% |
| VAT Amount 2 | £1.40 |
| VAT Rate 2 | 23.00% |
| Grand Total | £52.75 |
| Tax ID | 3397529TH |
| Doc Nr | 0002 |
| Merch Category | Dining |
Itemize can extract VAT from EU documents in cases where there are multiple VAT rates. For example, a printed receipt can have both a standard 20% and reduced 13.5% rate. Data captured can include VAT number, VAT rates, amounts, net and gross, other information needed for VAT reporting. VAT data can be verified, matched and reconciled with other financial data sets to automate VAT processes.
VAT Data Capture Example: Germany Single Rate VAT
| Field | Value |
| Merchant Trade Name | DieBergstation |
| Merchant Entity | DieBergstation |
| Country | Germany |
| Language | German |
| Currency | EUR |
| Date | 25/09/2016 |
| VAT Amount 1 | €3.07 |
| VAT Rate 1 | 19.00% |
| Grand Total | €19.20 |
| Tax ID | 288293565 |
| Doc Nr | 11-6752 |
| Merch Category | Dining |
German VAT documents (MwSt and USt) can be processed via the Itemize hub. Data processed includes VAT Number (Steuer-Nr), tax rate, tax amount, net, gross, and other fields needed for Germany VAT reporting.
VAT Data Capture Example: France Single Rate VAT
| Field | Value |
| Merchant Trade Name | SES |
| Merchant Entity | SES |
| Country | France |
| Language | French |
| Currency | EUR |
| Date | 09/03/2020 |
| VAT Amount 1 | €1.44 |
| VAT Rate 1 | 10.00% |
| Grand Total | €15.80 |
| Tax ID | 41348415506 |
| Doc Nr | 2498478/001 |
| Merch Category | Dining |
French VAT documents (IVA) can be processed via the Itemize hub. Data processed includes VAT Number (IVA: FR), tax rate, tax amount, net, gross, and other fields needed for French VAT reporting.
Itemize Retriever
Small Business Expense Solutions
Itemize Retriever
Solution Architecture
Itemize Retriever is a friendly, easy-to-use automated invoice and payables system that simplifies tedious and time-consuming manual data entry. Designed with intuitive features, Retriever is just darn good invoice and AP management software.
Step 1
Set Up
- Email invoice auto retrieval
- Cloud accounting sync
- Forward emails & snap images
Time: 60 seconds
Step 2
Engage AI
- Extracts & verifies data
- Assigns Vendor codes
- Reconciles documents
Time: 15 seconds
Step 3
Review & Pay Bills
- Review bills, invoices, and receipts. Pay what’s outstanding.
Time: 5 minutes
Step 4
Approve Uploads to Accounting
- Push transactions to accounting software
Time: 60 seconds
Retriever Expense Management
Itemize delivers great expense management features designed to keep you organized on the go. Easily capture, tag, and manage your receipts in one easy-to-use interface.
Capture Paper Receipts
Itemize harnesses AI to automatically capture receipt data. Results are typically read and verified in 60 seconds.
Auto Upload E-Mailed Receipts
Itemize syncs with Gmail, Exchange and others so that your digital receipts appear automatically in your account.
Assign Tags and Project Codes
Assign project codes, expense categories, and comments to receipts. Plus you can sort and filter expenses as you like.
Match Receipts with Statements
Securely connect your credit card accounts so that Itemize automatically pairs receipts with their matching credit card record.
Easily Generate Reports
Templated formats quickly generate standard reports. Or you can download data sets to Excel and do it yourself.
Upload to Accounting Software
Itemize connects with QuickBooks, Xero and SageOne to keep your accounting up to date.
Sales Tax and VAT Reporting
Itemize automatically captures and reads sales tax and VAT data for your tax reporting needs. Just run a report.
Reimburse Others Instantly
Connect to Venmo so that you can link a receipt to a Venmo payment or request. Keeps your team members happy with fast reimbursements.