Itemize

Receipt data extraction & expense management application

Overall rating

4,3 /5
(274)
Value for Money
4,3/5
Features
4,2/5
Ease of Use
4,3/5
Customer Support
4,1/5

85%
recommended this app
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274 Reviews

Verified Reviewer
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great app for personal & business receipt organization and expense management

Reviewed on 2016/05/03

This is a great app for anyone needing anything from simple organization of expenses and budgeting...

This is a great app for anyone needing anything from simple organization of expenses and budgeting up to team expense reimbursement and reporting. You can use the iOS/Android app or their website. A number of new features have been added over the past few months, including integrations with accounting tools, and I have not yet tried everything.

And nothing beats their turnaround on processing paper receipts. I get mine back, fully processed, about 15 seconds after I snap a picture in the app!

Pros

Near real-time digitizing of paper receipts snapped in the app -- instant gratification (& feedback).
Great reports, with filters to allow specific selections/filters.
Expense reports that show clean images along with tabular data layout.
Reasonable cost.
Fast.

Response from Itemize

Thanks for the great review! Please feel free to reach out to us at [email protected] for future any suggestions or questions you may have!

C Lynn
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

This app has saved me so much time!

Reviewed on 2018/03/08

Pros

1. Never have to look for a receipt again
2. Stores accept pictures of the receipts for returns
3. End of the year report for tax purposes - The is has saved me HOURS of year end time when doing my taxes

Cons

1. Categories - wish I could just make my own and delete the other ones
2. Sometimes it's slow to connect to server so it takes a while to update my database.
3. Wish I could set up auto reports - where it would send them to my email monthly, yearly.

Russell
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Could be much better. They need to include all categories available for use in the reports.

Reviewed on 2016/11/02

Reports are not complete. I always have to manipulate the reports to be usable. The PDF or Excel...

Reports are not complete. I always have to manipulate the reports to be usable. The PDF or Excel reports are both incomplete. The categories need to be expanded into the reports to make it a real time saving program.

Pros

I like the simplicity of taking pictures of receipts

Cons

Again; I don't like the incomplete reports. It always takes more time to transfer all my information to my report for my company. If the categories were all in the report - it would be much better for me and I have assume anyone who wants to save time with the reporting process to get reimbursed.

Response from Itemize

Hello! Can you explain what you mean by incomplete reports? Reports are exported based on the categories you select and included likewise. Please e-mail us at [email protected] with additional information regarding your incomplete reports.

Gregory
Overall rating
  • Industry: Industrial Automation
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

A descent app.

Reviewed on 2018/11/20

Generally, I never have time to fill out a form and/standard expenses report.
This is the only...

Generally, I never have time to fill out a form and/standard expenses report.
This is the only stand alone app that effectively allows me to log, organize and generate reports in a short time.

Pros

The easy way to photo record my receipts.
The ease of creating and emailing my reports

Cons

1st, the application lacks in finding certain types of vendors. Not a lot of info in the provided lists to easily pic out the correct vendor. Especially with gas stations that have multiple locations in one community.
2nd, you don't allow for enough Tag entries. I'm a road sales guy and usually see more that 4 clients in one trip.

John
John
Overall rating
  • Industry: Religious Institutions
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome program for those self employed

Reviewed on 2016/10/26

As a traveling evangelist, I cannot keep files with me at all times. Itemize has helped my expense...

As a traveling evangelist, I cannot keep files with me at all times. Itemize has helped my expense tracking majorly. I can take a photo of my receipt, categorize it and move on. And, come tax season I can quickly and easily run reports for my deductions. I highly recommend it for anyone who constantly finds themselves spending hours tracking paper copies of receipts and then spending countless hours at tax season calculating. The price you pay for it is way less than you'd pay an accountant and the savings in deductions make the program pay for itself.

Response from Itemize

Thanks for the great review and we are so happy to hear you are enjoying the Itemize product! Please feel free to reach out to us at [email protected] if you ever run into any issues!

Ryan
Overall rating
  • Industry: Entertainment
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for teams and business owners

Reviewed on 2016/10/05

I can't save a receipt to save my life and I keep getting scolded by my accountant. Even more...

I can't save a receipt to save my life and I keep getting scolded by my accountant. Even more difficult is getting the rest of my team to save theirs since they use company credit cards. With Itemize, it's easy for us to remember and actually save the receipts. I also love that my accountant can pull up everyone's in one place. Great product, we'll continue to use.

Pros

Ease of use, makes not saving receipts inexcusable.

Cons

Initial setup required a scanned agreement, felt outdated for an app. I'm sure that's been resolved.

Response from Itemize

Great to hear you are pleased with your Itemize experience! If you ever have any problems, please reach out to us at [email protected] and we will be happy to help you!

Verified Reviewer
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

It just about does the job.

Reviewed on 2018/03/08

Pros

It's easy to forward receipts to and it's one of the few tracking apps out there for receipts and my business. I used to use expensed which I was happy with but this is a good replacement.

Cons

It takes any and all email receipts and adds it to your expenses even when it doesn't apply to you business which makes you have to filter out everything that is applicable.

Verified Reviewer
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

my experience has been mediocre

Reviewed on 2018/03/12

Photos of receipts.

Photos of receipts.

Pros

I like the ability to take photos on the fly. I also like the ability to make reports with pictures of the receipts and a total.

Cons

I can't link different emails. It is slow. It is not very intuitive. Labeling things on the fly is not possible.

Susan
Susan
Overall rating
  • Industry: Professional Training & Coaching
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Useful and easy!

Reviewed on 2016/11/16

I liked this software a lot. The app was handy and useful. Occasionally, I had trouble with the...

I liked this software a lot. The app was handy and useful. Occasionally, I had trouble with the receipts reflecting the correct amounts, but that was infrequent. Overall, it was very useful.

Pros

Ease of use.

Cons

Sometimes read the receipt incorrectly.

Response from Itemize

Thanks for the great review! We are constantly improving our OCR technology to better read receipts based on user submissions! Please feel free to contact us at [email protected] with any future questions or suggestions!

Dragan
Dragan
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Amazing app for business owners

Reviewed on 2019/02/23

Pros

This app is so easy to use, and i like how easy is to get data by simply capturing a receipt. I recommend it to everybody that hasn't tried it yet. Lots of options and reports. Business trips for example are piece of cake with Itemize.

Cons

There is no major con that i can complain about at this moment.

Lai P
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

General Receipt Records

Reviewed on 2016/11/16

Use program solely for recording receipts at time & convenience of recording to expense categories...

Use program solely for recording receipts at time & convenience of recording to expense categories is adequate for the needs. Anymore complicated than that have not explored.

Pros

Convenient at time to quickly take copy of receipts log into expense category

Cons

The system shuts down often

Response from Itemize

Thanks for the great review! I have noted your suggestions and would love additional input as to what you mean on "picking up categories off sales receipts" as our system should be identifying categories of all known merchants in our system. Please contact us at [email protected] with additional information!

Edward
Overall rating
  • Industry: Arts & Crafts
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

I enjoy the use of this app

Reviewed on 2016/10/26

I have used it for over a year there are things i like and things are a little chunky that could...

I have used it for over a year there are things i like and things are a little chunky that could work better like reading the tip on the reciept
If its clearly written in the right place.i do love i just take a picture and its there that part id great i would like a month review that i did bot havd to retrieve if it was email you print out keep the months then uou have the whole year. Instead of all the filters.

Pros

Picture ability

Cons

Need less filters and more main stream
Monthly account sent to email

Response from Itemize

Thanks for the great review! We are actually rolling out a monthly report mailing e-mail starting early November, keep an eye on your inbox! Please feel free to reach out to us at [email protected] for future any suggestions or questions you may have!

Kevin
Overall rating
  • Industry: Architecture & Planning
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This is just awesome.

Reviewed on 2016/10/11

I use this all the time on the go. It totally revolutionized my expenses and my client billing...

I use this all the time on the go. It totally revolutionized my expenses and my client billing back for reimbursables..!

Pros

It's just so easy to navigate.

Response from Itemize

Thanks for the great review and we are so happy to hear you are enjoying the Itemize product! Please feel free to reach out to us at [email protected] if you ever run into any issues!

Joshua
Overall rating
  • Industry: Insurance
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Love it, great app and value

Reviewed on 2016/11/02

Works great my only recommendation is snap your receipt asap. Don't let them pile up. I've found if...

Works great my only recommendation is snap your receipt asap. Don't let them pile up. I've found if you let the receipt get worn it is hard to read.

Pros

Good recognition

Response from Itemize

Thanks for the great review! Please feel free to contact us at [email protected] with any future questions or suggestions!

Christian
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Saves Time & Money!

Reviewed on 2020/03/01

Itemize works great and has saved a lot of time and money for me.

Itemize works great and has saved a lot of time and money for me.

Pros

Itemize has been beyond wonderful for tracking my expenses. I can easily do it on my phone and computer so its super easy to organize my receipts.

Cons

I do wish the mobile app has more features to it for sorting receipts but we are still pleased with it.

Bill
Overall rating
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Keeps my bookkeeper happy !

Reviewed on 2016/10/26

Fantastic tool very resourceful so many categories to choose from and you can even customize...

Fantastic tool very resourceful so many categories to choose from and you can even customize categories based upon your business needs I work in the motion picture industry and this is absolutely the best tool I've had for on the road bookkeeping ever

Pros

Having it in my pocket on an app is the best way to take a picture of a receipt and throw it away

Cons

It takes a little longer than I expected to actually load pictures of the receipts

Response from Itemize

Thanks for the great review! Please feel free to reach out to us at [email protected] for future any suggestions or questions you may have!

Janai
Overall rating
  • Industry: Translation & Localization
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

Simplicity

Reviewed on 2018/11/20

I like that it’s paper free and don’t have to worry about searching for my receipts all the time!!

I like that it’s paper free and don’t have to worry about searching for my receipts all the time!!

Pros

That I can keep my receipts on the phone and it’s very Convient to do it while on the go!!

Cons

The navigation process of the app on how to find things as well as my yearly records seem hard to get easy access to!

Scott
Overall rating
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Best Expense Tracker I have found

Reviewed on 2018/11/16

This has really helped me out tremendously keeping receipts straight / assigned to the correct job...

This has really helped me out tremendously keeping receipts straight / assigned to the correct job and printing professional looking expense reports.

Pros

The best thing is the camera capture and OCR, you take a photo, it automatically loads into the app and starts to extract the data. I would say that 8.5-9 times of 10 the data extraction is prefect, yes every once in a while you need to clarify some data points, but I think that's to be expected with these type of application.

Cons

Logging into the website.. Sometimes its easier to work on the full website to modify / print large reports, but the login portal isn't the easiest to find.

Christopher
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Itemize Tank

Reviewed on 2016/10/26

Pretty well thought out. Few bugs regarding interface but not terrible. Mostly in the way it works...

Pretty well thought out. Few bugs regarding interface but not terrible. Mostly in the way it works with Excel or Google Sheets.

Pros

Tracking of expenses helps a lot.

Cons

Interface between programs.

Response from Itemize

Thanks so much for the great review! If you ever have any suggestions or questions in the future please reach out to us at [email protected].

Nate
Overall rating
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome and Must Have!

Reviewed on 2016/10/13

Can't live without this app. Great for my business! I use this for all of my expenses. Recommend...

Can't live without this app. Great for my business! I use this for all of my expenses. Recommend for everyone.

Pros

Everything

Cons

Nothing

Response from Itemize

Thanks for the great review and we are so happy to hear you are enjoying the Itemize product! Please feel free to reach out to us at [email protected] if you ever run into any issues!

Michelle
Overall rating
  • Industry: Broadcast Media
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Itemize is a great app

Reviewed on 2016/10/27

It is making my business tracking so much simpler. I love that i reads all of the receipts i have...

It is making my business tracking so much simpler. I love that i reads all of the receipts i have sent by email and that taking photos of items converts so easily.

Response from Itemize

Thanks so much for the great review! If you ever have any suggestions or questions in the future please reach out to us at [email protected].

Paddy
Overall rating
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best expense management app around

Reviewed on 2018/11/18

It does exactly what it needs to, it keeps track of my expenses in a simple manner that also allows...

It does exactly what it needs to, it keeps track of my expenses in a simple manner that also allows me to easily make reports end of the month to ensure I bill clients and keep my administration in check. Love it!

Pros

The app is so easy to use, and interfaces easily with excel to easily create reports I need.

Cons

The app could use some small adjustments to make it a little more attractive.

Alan
Overall rating
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Perfect small business app accessory!

Reviewed on 2018/11/21

All my receipts in one effective cloud space with seamless reports functionality!

All my receipts in one effective cloud space with seamless reports functionality!

Pros

Easy to use and has all the functionality I need’

Cons

The inability to select default expense categories

Andrew
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Quick and Easy

Reviewed on 2016/10/26

No more paper. I click photo my invoices and receipts, wait a few seconds, then mostly all the info...

No more paper. I click photo my invoices and receipts, wait a few seconds, then mostly all the info is there. Usually all that's needed is a description of what the receipt or invoice was for.

Pros

Ease of use

Cons

I can only take a photo of 1 page of and invoice or receipt.

Response from Itemize

Thanks so much for the great review! If you ever have any suggestions or questions in the future please reach out to us at [email protected].

Phillip
Overall rating
  • Industry: Architecture & Planning
  • Company size: 1 001–5 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My most useful apps

Reviewed on 2016/10/05

This app makes budgeting and record keeping so easy i just snap a picture of my receipts and it...

This app makes budgeting and record keeping so easy i just snap a picture of my receipts and it does all of the work and allows me to get rid of mountains of receipts
Itemize saves time, space and work one snap all done

Pros

Ease of use

Cons

Nothing

Response from Itemize

Great to hear you are pleased with your Itemize experience! If you ever have any problems, please reach out to us at [email protected] and we will be happy to help you!