Itemize reviews

The best finance manager

Opmerkingen: 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.

Pluspunten:

I need not save a bunch of receipts anymore for any unpredictable situations. I can just save it in the app, and if ever needed I can show use the pictures to show in stores and exchange my orders etc. Managing the expenses have become easier as I can enter the pictures easily into the expenses log.

Minpunten:

The app sometimes crashes, which though is not a major drawback sometimes can be frustrating especially when you are in a hurry. And the categories are preset, sometimes we the users might prefer adding in their own categories.

Accounting for a small group's expenses at its finest

Opmerkingen: Receipt tracking is an issue that we're working to solve with our new service. The program is advanced enough to correctly upload data. Streamlined accounting and receipt itemization. As it turns out, the product is rather nice. It's just that I don't think I'll be using it right now.

Pluspunten:

Keeping tabs on deductible expenses is a snap using Itemize. Itemize makes it simple to add images of receipts that have been scanned or photographed. Tracking my costs has been a breeze thanks to Itemize. Organizing my receipts is a breeze now that I can do it from my phone and computer.

Minpunten:

It's difficult to amend entries if they aren't properly scanned, and I'd rather have the photographs it captures be saved in a different folder. Due to the lack of scalability, I would not suggest it for large corporations.

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

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

Pluspunten:

I started trialing 3 receipt scanners + accounting view of data. Itemize is one of the best at scanning and classification. Easy to use and quite light so started quickly. I've taken a quick look recently after stopping using it, and the ability to query seemed to be VERY good. I like it a lot.

Minpunten:

One of my requirements was to be able to email receipts. Itemize claimed to have 2 ways - monitored email account and email to a given address. Neither work. I tried over many weeks and emailed support without response (they however had replied quite well to other requests). I was trialing 2 other receipts apps which did work as advertised and I didn't have any more time or energy to put in to Itemize. I've now been scanning receipts in to the 2 other apps for 6 or so months and don't want to abandon all that data. So I will not be returning to Itemize. However I recommend any new users to give Itemize a go and test if the emailing functionality works.

How did i live without Itemize?

Opmerkingen: 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.

Pluspunten:

easy to instal, a pleasure to use, reliable, AI technology, responsive customer service. flexible for multiple levels and variations of reporting. no limitation on quantity and size for one flat fee. most advance features of it kind. Reporting function may be done also from the PC.

Minpunten:

unlimited reports but reporting function initiation should be more uniformed.

Itemize review

Opmerkingen: 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.

Pluspunten:

This software helps parse data from receipts, invoices, and the like, and I love that there is a software that can do all of this automatically for me.

Minpunten:

The API has caused some issues for our company, but we have been able to get great help from customer service, and our IT personnel have been able to quickly implement their assistance.

Getting me organized with ease.

Pluspunten:

The ease of use is wonderful and it has enough options for me to keep track of business, personal and charity spending.

Itemize review

Pluspunten:

It is very easy to use especially with it finding catagories and allowing customizing such as adding tips to restaurants. Works good come tax time. Photoraphing receipts is easy.

Minpunten:

Finding my local credit union would help speed up the recording of the transaction.

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

Opmerkingen: Efficiency and productivity

Pluspunten:

I like the ease of taking a photo of my receipts and having the app autofill the vendor and amount.

Minpunten:

I do not like not being able to select pre-determined categories. I'd like a way to have a drop down of available categories to choose from.

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

Opmerkingen: 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.

Pluspunten:

The ability to code receipts to different jobs as well as the ability to add activity codes to each receipt

Minpunten:

Activity coding is a good idea but the data downloads dont take any of the activity data so its ultimately not useful.

Thanks to Itemize

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

Pluspunten:

It means I don’t need to keep each receipt when I purchase work related items, just create a custom search and in a second the report is there, with receipts too if you want them

Minpunten:

That I have to manually create a report for the financial year

A descent app.

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

General Receipt Records

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

The system shuts down often

I enjoy the use of this app

Opmerkingen: 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.

Pluspunten:

Picture ability

Minpunten:

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

This is just awesome.

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

Pluspunten:

It's just so easy to navigate.

Love it, great app and value

Opmerkingen: 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.

Pluspunten:

Good recognition

Saves Time & Money!

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

Pluspunten:

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.

Minpunten:

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

Keeps my bookkeeper happy !

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

Simplicity

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

Pluspunten:

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

Minpunten:

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

Best Expense Tracker I have found

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

Pluspunten:

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.

Minpunten:

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.

Itemize Tank

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

Pluspunten:

Tracking of expenses helps a lot.

Minpunten:

Interface between programs.

Awesome and Must Have!

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

Pluspunten:

Everything

Minpunten:

Nothing

Itemize is a great app

Opmerkingen: 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.

Best expense management app around

Opmerkingen: 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!

Pluspunten:

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

Minpunten:

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

Perfect small business app accessory!

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

Pluspunten:

Easy to use and has all the functionality I need’

Minpunten:

The inability to select default expense categories

Great to keep track of your expenses

Opmerkingen: This is great to keep track of my expenses especially when I am traveling.. If I phototherapy my receipts as I get them then even if I lose them I still have them on Itemize.. Love it..

Pluspunten:

If I lose my paper receipt I still have it in Itemize..

Minpunten:

I can't think of any right now..