# Itemize Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Itemize the right Expense Report solution for you? Explore 274 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/141116/Itemize/reviews

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Itemize

4.3 (274)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Itemize

Ease of use

4.3

Customer Service

4.1

## Pros and Cons in Reviews

Maddie T

System AdministratorInformation Technology and Services, 10,001+ employeesUsed the software for: More than 2 years.

“Receipt tracking is an issue that we're working to solve with our new service.“

May 20, 2022

Maddie T

System AdministratorInformation Technology and Services, 10,001+ employeesUsed the software for: More than 2 years.

“Organizing my receipts is a breeze now that I can do it from my phone and computer.“

May 20, 2022

Julie Ann T

Freelance Writer and EditorWriting and Editing, Self-employedUsed the software for: Less than 6 months.

“The fact that I am able to take a picture of my receipt and have the important information imported into Itemize saves time and frustration!“

June 16, 2020

## Showing most helpful reviews

Showing 1-25 of 274 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Maddie T.  
System Administrator  
Information Technology and Services  
Used the software for: 2+ years

### "Accounting for a small group's expenses at its finest"

May 20, 2022

4.0

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.

Pros

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.

Cons

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.

Switched from

[Rydoo](https://www.capterra.com/p/128370/Xpenditure-Expenses/)[Wave](https://www.capterra.com/p/178021/Wave-Apps/)

This has allowed me to plan freely and make the decisions I need to without overdrawing my bank account. The user interface is attractive and simple enough to make snapping and sharing photos a breeze.

Review Source

Arshard A.  
Chief Accountant  
Accounting  
Used the software for: 6-12 months

### "The best finance manager"

March 28, 2019

5.0

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.

Pros

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.

Cons

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.

Review Source

RG

Russell G.  
National Sales  
Wholesale  
Used the software for: 2+ years

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

November 2, 2016

3.0

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.

Review Source

Response from Itemize

December 12, 2016

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 Support@itemizecorp.com with additional information regarding your incomplete reports.

Ike P.  
  
  
Used the software for: 1-2 years

### "How did i live without Itemize? "

May 18, 2016

5.0

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.

Pros

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.

Cons

unlimited reports but reporting function initiation should be more uniformed.

Review Source

Response from Itemize

October 26, 2016

Thanks for the great review! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!

Chris C.  
Administrative Support  
Airlines/Aviation  
Used the software for: 1-2 years

### "Itemize review"

November 22, 2018

4.0

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.

Pros

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.

Cons

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.

Review Source

Mathy W.  
Flying Giraffe Travel, Oasis/Palm Coast Travel, a member of Signature Travel Network  
  
Used the software for: 1-2 years

### "Getting me organized with ease."

March 8, 2018

5.0

Pros

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

Review Source

George O.  
Owner  
Architecture & Planning  
Used the software for: 2+ years

### "Itemize review"

November 16, 2018

5.0

Pros

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.

Cons

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

Review Source

Ramon V.  
Real Estate Agent  
  
Used the software for: 1-2 years

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

March 8, 2018

4.0

Efficiency and productivity

Pros

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

Cons

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.

Review Source

Daniel L.  
Owner  
  
Used the software for: 6-12 months

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

March 9, 2018

4.0

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.

Pros

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

Cons

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

Review Source

Ivor G.  
Manager  
Construction  
Used the software for: 2+ years

### "Thanks to Itemize "

November 16, 2018

4.0

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

Pros

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

Cons

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

Review Source

PB

Paul B.  
  
  
Used the software for: 1-2 years

### "Itemize is pretty good"

October 26, 2016

4.0

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.

Pros

Quick, much better reading capability (OCR), pretty simple.

Cons

Recognize the emailed payment processing better -- so we see the actual vendor and not "Square". Wish there was a little more reporting/summarizing capabilities.

Review Source

Response from Itemize

October 26, 2016

Thanks for the great review. Unfortunately with the automatic processing on digital receipts, we have to use the email address and logo from the original e-mail forwarded, this is something we hope to change in the future. Please feel free to reach out to us at Support@itemize.com if you ever run into any issues!

HH

Henry H.  
Financial services professional  
Financial Services  
Used the software for: 2+ years

### "Set your Business straight for year in taxes"

October 26, 2016

4.0

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

Pros

Organization of you business affairs

Cons

Not having ability to access all credit cards makes, like Cabela's VISA, Sears Citibank

Review Source

Response from Itemize

October 28, 2016

Thanks so much for the great review, we have noted the additional requested credit cards and check in about adding them! If you ever have any suggestions or questions in the future please reach out to us at Support@itemize.com.

RG

Ryan G.  
Owner  
Entertainment  
Used the software for: 1-2 years

### "Great for teams and business owners"

October 5, 2016

5.0

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.

Review Source

Response from Itemize

October 5, 2016

Great to hear you are pleased with your Itemize experience! If you ever have any problems, please reach out to us at Support@itemize.com and we will be happy to help you!

LK

Lauren K.  
Sales Manager  
Education Management  
Used the software for: 6-12 months

### "Easy to get organized"

November 17, 2016

5.0

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.)

Pros

It is really simple and easy to upload receipts.

Cons

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.

Review Source

Response from Itemize

December 12, 2016

Thanks for the great review! I have noted your suggestions and will send them to our development team! Please feel free to contact us at Support@itemizecorp.com with any future questions or suggestions!

CH

Christian H.  
designer  
Design  
Used the software for: 1-2 years

### "Saves Time & Money!"

March 1, 2020

5.0

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.

Review Source

AP

Adrina P.  
Owner  
Veterinary  
Used the software for: 1-2 years

### "Still Needs a Few Tweeks"

October 27, 2016

3.0

The customer service is "top notch". Issue...I had some records disappear from the iPhone app. I really wish I would have had an explaination of what caused this glitch. Pretty happy with the app but I often wonder it I will have records disappear again.

Pros

It's on the mobile phone

Cons

A few records disappeared

Review Source

Response from Itemize

October 28, 2016

Thanks so much for the great review, if the receipt actually is submitted to Itemize the receipt is not lost, sometimes connectivity issues exist and the receipt is submitted and processed it should never disappear, if they do please reach out to us at Support@itemize.com.

EW

Edward W.  
Sales representive  
Arts and Crafts  
Used the software for: 6-12 months

### "I enjoy the use of this app"

October 26, 2016

4.0

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

Review Source

Response from Itemize

October 26, 2016

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 Support@itemize.com for future any suggestions or questions you may have!

DL

David L.  
Sales  
Apparel & Fashion  
Used the software for: 1-2 years

### "Itemize "

November 27, 2018

5.0

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.

Pros

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.

Cons

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

Review Source

JW

Joshua W.  
Independent Claims Adjuster  
Insurance  
Used the software for: 2+ years

### "Love it, great app and value"

November 2, 2016

5.0

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

Review Source

Response from Itemize

December 12, 2016

Thanks for the great review! Please feel free to contact us at Support@itemizecorp.com with any future questions or suggestions!

MR

Mario R.  
controller  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Excellent Application to Use"

October 11, 2016

5.0

When I did not have itemize, i would spend countless hours reconciling receipts, scanning them, etc. Now it is as easy as 1-2-3. I recommend this application to any accounts payable department.

Pros

The ability to classify expenses, keep track of them by credit card user, credit card company, and departmental use.

Cons

I would like to be able to import all of the receipts individually to Quick Books

Review Source

Response from Itemize

October 11, 2016

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 Support@itemize.com if you ever run into any issues!

BM

Bill M.  
Casting director  
Entertainment  
Used the software for: 6-12 months

### "Keeps my bookkeeper happy ! "

October 26, 2016

5.0

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

Review Source

Response from Itemize

October 26, 2016

Thanks for the great review! Please feel free to reach out to us at Support@itemize.com for future any suggestions or questions you may have!

CH

Christopher H.  
Asset manager  
Financial Services  
Used the software for: 2+ years

### "Itemize Makes Tracking Expenses Easy and Fun"

November 16, 2018

5.0

Pros

The interface is easy and intuitive, the upload and processing speeds are fast, and the accuracy is fantastic.

Cons

While I do not have any major complaints, the ability to capture tips is inconsistent, although that may be more due to my handwriting. However, filling that in manually is easy.

Review Source

CT

Christopher T.  
College and Career Counselor  
Education Management  
Used the software for: 1-2 years

### "Itemize Tank"

October 26, 2016

5.0

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.

Review Source

Response from Itemize

October 28, 2016

Thanks so much for the great review! If you ever have any suggestions or questions in the future please reach out to us at Support@itemize.com.

DS

Debbie S.  
Sr. Consultant  
Information Technology and Services  
Used the software for: 1-2 years

### "Good start but needs work"

November 2, 2016

3.0

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.

Pros

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

Cons

Accuracy is not very good.

Review Source

Response from Itemize

December 12, 2016

Our support is available to all users, regardless of their payment status. As an Artificial Intelligence platform, Itemize is consistently learning with the more receipts that are being uploaded. We would love to discuss your incorrect receipts, please contact us at Support@itemizecorp.com.

Leila B.  
  
  
Used the software for:

### "Happy Customer"

November 3, 2016

5.0

I was an off site location manager for my organization and Itemize made my life so much easier! Where I was located it was sometimes difficult to keep track of receipts so knowing I could take a picture right away and be done with it was great. If i needed help it was always simple instructions. Having the online component was handy too.

Review Source

Response from Itemize

December 12, 2016

Thanks for the great review! Please feel free to contact us at Support@itemizecorp.com with any future questions or suggestions!

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