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

Easy to get organized

Opmerkingen: 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.)

Pluspunten:

It is really simple and easy to upload receipts.

Minpunten:

I want more flexibility in usage. I would like to be able to designate receipts to more than one business. I would also like to utilize this app simply as a way to track spending in categories.

Stop fiddling

Opmerkingen: 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 !

Pluspunten:

Ease of use

Minpunten:

User interface could be so much slicker

Itemize

Opmerkingen: 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.

Pluspunten:

I liked the ease of tracking my spending receipts. This helped with tax time and speeding up my return process. I liked the fact it saves the receipts so I didn’t need to.

Minpunten:

It didn’t break it out in a spread form that was easy to read and is costly.

Itemize does a good job of capturing all of the data

Opmerkingen: I've been using sone sort of scanner for years to keep track of my exspenses. None have really worked very well. I spent a lot of time typing in info that wasn't captured. Itemize works most of the time. Taxes are going to be a breeze this year.

Pluspunten:

It captures data reliably. I like being able to use my iPhone to scan on the spot.

Minpunten:

It's expensive.

Good program

Opmerkingen: We've been using this app for a while and upgraded to the full version. It's been a mostly solid app that is flexible. Tech support is good. It's helped us keep better track of spending.

Pluspunten:

Easy to use and flexible.

Minpunten:

Get A bit buggy sometimes and doesn't always recognized vendors.

Meh

Pluspunten:

It was somewhat easy to use albeit rather glitchy to use

Minpunten:

The cost, the glitches and lack of overall quality, and the mileage log doesn't reflect current IRS business mileage rates

Been longing for you!

Opmerkingen: 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!

Pluspunten:

It's pretty accurate and easy to use.

Minpunten:

Can't capture check or money order deposits. Have to manually manipulate entry to appear as a deposit. My deposits are not factored into the totals.

Expense Itemizer

Opmerkingen: So far itemize has been a great tool for keeping a record of my tax write off expenses. After every expense I snap a photo, adjust price for tips if appropriate, save and whoala!!! I can go back and add notes if needed or simply review.

Pluspunten:

How quickly you can access, snap a photo, save and go!

Minpunten:

Sometimes it doesn't gather the printed price and I need to manually input it.

Itemize APP review

Opmerkingen: Found this app and thought it would assist me in organizing my daily expenses. For the most part, it fulfills by needs. Biggest problem for me is printing out reports - so far have had no luck with this aspect. Will continue using until end of year and if it assists my tax preparations, then I will continue to use into 2017.

Pluspunten:

Ease of use and convenience of having it on my phone

Minpunten:

Difficult to filter expenses and print reports

Good start but needs work

Opmerkingen: I think this app has a lot of potential. I wish there was an improvement on the email scanning to not give false positives. Some emails that are advertisements show up as payments. Some items are not editable in the phone app and require logging into the desktop version to fix errors. I tried to use the taxable information recorded last year for tax reporting purposes and found that the grand total of the taxes was not equal to the amount of the details. For a paid product, support is iffy. I reported several of these items on a few occasions and didn't receive responses to many of my support questions. If you are charging for a product, it would be nice if there were quality checks to ensure accuracy. I shouldn't have to pay even more for, supposedly, more accurate reporting.

Pluspunten:

Love that it scans email for purchases so I don't have to manually enter everything.

Minpunten:

Accuracy is not very good.

I can manage my receipts immediately

Opmerkingen: Instead of gathering my receipts from a business trip and taking the time when I arrive back to the office, I am able to click and save receipts as I get them. It is a great time management device for me.

Pluspunten:

Convenience

Minpunten:

It took me a while to figure out everything I can do with it and I am still learning.

Pretty good

Opmerkingen: It's good and a conversation starter. I look forward to saving time on my taxes this year. Occasionally, I need to reinstall it and sometimes receipts do not get translated properly and the image isn't scanned. E.g. I lost signal. Would be a better feature to save the image as an option to cross check or fails.

Pluspunten:

Scan receipts

Minpunten:

Not always teliable

instantly easy to use, but no customer support and limited features

Opmerkingen: ease of use with no people no training

Pluspunten:

easy to snap photos, easy to create reports with photo receipts, easy to download pdf's, very easy to toggle between months

Minpunten:

hate that i cannot delete dozens of emails that auto import, do not understand why the software cannot find a vendor name like Logan...Boston Logan Parking

Best expense app I've ever used!

Opmerkingen: Itemize is simply the best expense app I've ever used. Not only are the interface and auto-recognition capabilities top notch, but their support team went above and beyond to help me regain access to my information after an unexpected work change. Needless to say, I highly reccommend their product!

Quick and Easy

Opmerkingen: 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.

Pluspunten:

Ease of use

Minpunten:

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