Itemize Reviews

The best finance manager

Reviewed on 2019/03/28

When trying to handle year end taxes Itemize can come in handy. every transaction is stored in your personal folder, which comes in handy use when generating reports. Also, you can store all your receipts hereafter, there is no fear of losing any or hoarding a 100s of papers anymore. This makes finance managing very easy.

How did i live without Itemize?

Reviewed on 2016/05/18

I am using the Itemize App to capture any and all my expenses.
i take a picture of the receipt and ...bingo it creates a record for me and translates the image into the data record in seconds. Amazing. sometimes i may enter the project that it is related to. for me it saves many hours of organizing my expenses. at the end of the month I print a detailed report for my CPA. and i am done. no limitation on the number of items i capture. i also log my mileage for tax/exp reporting. in addition credit card receipts are automatically added to the Itemize App. all of this for about $100 ANNUALLY. it saves me ten times in hours and mistakes and frustration.

I reviewed 3 receipts scanners. I liked Itemize, but the claimed emailing of receipts didn't...

Reviewed on 2018/03/08

Well it did scan and classify quite well. So I benefited by getting good electronic receipts.

Itemize review

Reviewed on 2018/11/22

Our accounting department has used this product extensively to save us time as we go through invoices. We no longer need to have an associate enter every invoice we have. We are able to significantly cut our time on this task.

Getting me organized with ease.

Reviewed on 2018/03/08

Itemize review

Reviewed on 2018/11/16

Good app to track expenses

Reviewed on 2018/11/17

The concept/app is very good, but need to improve the use for multiple countries

I like the app and use it to help me be more efficient with my time.

Reviewed on 2018/03/08

Efficiency and productivity

Great concept, but definitely needs some work to be a great product I would recommend

Reviewed on 2018/03/09

When it works properly it makes accounting for my construction business quite easy. Unfortunately it has a tendency to be rather glitchy and doesn't actually export all the data that I input when scanning receipts which is frustrating.

Thanks to Itemize

Reviewed on 2018/11/16

It costs money and isn’t cheap, but it works for me and I can claim it back next year.

Itemize is pretty good

Reviewed on 2016/10/26

Had some customer support issues when they were transitioning me from the original version to the new one and they weren't as responsive initially. It got better and the people I did talk to to get my account fixed were friendly and helpful.

App itself is pretty good though it does have the capability to freeze up on occasion when trying to save a receipt.

Don't love the subscription model, but it is what it is.

I wish that Itemize would do better at automatically categorizing charges that are processed through Square, PayPal, etc when I forward the email to them. They don't track it back to the vendor, but instead it gets listed as Square/PayPal/other payment processor. It's funny because I forward my Itemize invoice that comes via email, and Itemize doesn't even recognize that it is an Itemize bill.

Anyways, I think there is room for improvement, but it mostly serves my purposes pretty well which is saving my receipts for my business and categorizing them.

Set your Business straight for year in taxes

Reviewed on 2016/10/26

Your HELP HAS ARRIVED! Every year business owners scramble to put together year end summaries for taxes. Using the Itemize App. as a tool for preparing year end taxes is just like having a CPA year round. Itemize will record file every transaction from a credit card or checking account and file away in your personal account for year end taxes. As a Financial Professional client meetings, meals and entertainment, car mileage, and fuel oil are all dedications and I need all the help possible keeping this organized!
Thank you Itemized!
Hank Alaska

Excellent financial tracker

Reviewed on 2016/10/26

Love the ease of use and functionality that this app offers. Keeps all of my information in one place and makes it quite easy for access when needed. Will recommend to all. Worth the money.

This app has saved me so much time!

Reviewed on 2018/03/08

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 stand alone app that effectively allows me to log, organize and generate reports in a short time.

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 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.

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 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.

Easy to get organized

Reviewed on 2016/11/17

Love the ease of uploading receipts. Wish the interface for tagging was a little easier. I have multiple businesses. I haven't yet figured out how to categorize per business. I also haven't figured out yet how to create categories to track spending. That would be a cool addition! (Maybe that capability is already there and I just haven't found it yet.)

General Receipt Records

Reviewed on 2016/11/16

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.

Stop fiddling

Reviewed on 2016/10/26

I think the software has real potential. It's lighter than the others and has all the right ingredients. I feel that the user experience could be less 'windows' and more 'mac' like. The drop down boxes are clunky and one step too many. Why do they have to be hidden when they need engaging with ? The app should be reliable and not as far away from the computer as it is and I think that the changes you make behind the scenes should be made public rather than just doing them. I don't understand why it took so long to get the save tags function working again when we rely on this thing working and no one kept us informed. I like itemize very much and I want it to succeed but that tag issue was nearerly the end !

Very easy to use and inexpensive!

Reviewed on 2016/10/26

For the most part, Itemize is exactly what I need and also my company. We are pretty small right now and the expense reports that I generate from Itemize look neat and very professional. I would like to see a larger camera area because I always have to use widescreen function all the time to make sure I capture the entire image but it's definitely not a deal killer. I'd definitely recommend Itemize for your expense reporting. I've used other products that cost more in the past and you don't get what you pay for like you do with Itemize!

Great way to save time and money

Reviewed on 2016/11/02

We utilize itemize for our construction receipts and it has worked great to save time from getting the information easily from the field to the office. This was well worth the investment.

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 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.

Been longing for you!

Reviewed on 2016/10/26

Great tool! Had a few kinks in the beginning with totaling, but they were resolved. I would love to be able to add check deposits. I use it to keep track of expenses as well as deposits. It is my ACCOUNTING software. I see so much potential with this tool. Would be nice to add manual expenses as well. Perhaps that's available in an upgrade Version. I don't know. Anyway, I love it. It is much, much better than manual entries all the time. And pretty accurate. I''m impressed!

Itemize

Reviewed on 2018/11/27

With a full year experience overal it’s pretty good way to keep track of receipts and spending. In the end for taxes you will need to roll up the sleeves a bit and dig through the overal spending info.