Itemize
Aplicativo de gerenciamento de despesas e extração de dados de recibos
4,3 /5 (272 avaliações) Escreva uma avaliação!Resumo do Itemize
O que é o Itemize?
O Itemize é uma solução de captura de dados e gerenciamento de despesas que extrai, categoriza e detalha dados de recibos digitais e em papel e gera relatórios de despesas.
Os usuários podem processar um número ilimitado de recibos em papel e digitais, extraindo informações, incluindo informações sobre comerciantes, cobranças adicionais e valores de pagamento. O Itemize pode se conectar às contas de e-mail dos usuários para permitir a extração automática de recibos digitais. Ou ainda, os usuários podem enviar faturas e recibos por e-mail para a caixa de entrada do Itemize. Os recibos de papel podem ser fotografados para captura de dados, sem a necessidade de entrada manual de dados.
O Itemize permite que os usuários criem e compartilhem relatórios de despesas personalizados em seu telefone móvel ou computador, sem a necessidade de retornar ao escritório para enviá-los. Os relatórios podem ser exportados nos formatos Excel e PDF.
Com os aplicativos móveis Itemize para iOS e Android, os usuários podem fazer e solicitar pagamentos em qualquer lugar e solicitar o reembolso através do recurso Pay Me Back, usando qualquer recibo. O Itemize também calcula as taxas de milhagem para reembolso baseado em distância. Os usuários podem acompanhar o andamento da solicitação de reembolso conforme ela se move ao longo do fluxo de trabalho de aprovação de despesas.
Resumo do Itemize
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Itemize - Avaliações
Itemize - Avaliações
The best finance manager
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?
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.
Love this program!
I believe it’s a little expensive, as I only use it for my household expenses. I am retired so I do not have business expenses. I would love a little bit of a discount next year if possible .
Don’t Get Lost in the Shuffle: Receipt Tracking Made Easy
This software is great, as it takes away so much of the hassle and frustration I’ve experienced in the past when trying to keep track of and categorized my receipts and expenses. It’s like hiring an accountant for $10 a month!
Itemize review
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.
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The best finance manager
Vantagens
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.
Desvantagens
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.
How did i live without Itemize?
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.
Vantagens
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.
Desvantagens
unlimited reports but reporting function initiation should be more uniformed.
Resposta do Itemize Corp.
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!
Love this program!
I believe it’s a little expensive, as I only use it for my household expenses. I am retired so I do not have business expenses. I would love a little bit of a discount next year if possible .
Vantagens
The spreadsheets I can print at the end of the year!
Desvantagens
Some of the glitches are frustrating, such as entering the type of expense, any title with the first letter higher than an L is not showing up right now!
Don’t Get Lost in the Shuffle: Receipt Tracking Made Easy
This software is great, as it takes away so much of the hassle and frustration I’ve experienced in the past when trying to keep track of and categorized my receipts and expenses. It’s like hiring an accountant for $10 a month!
Vantagens
The fact that I am able to take a picture of my receipt and have the important information imported into Itemize saves time and frustration! Not only can I store my receipts digitally, without worrying about keeping the paper copy, but I can also save them on the Cloud and access them from any device.
Another great feature is the ability to sort through my receipts based on various categories. But, best of all: I’m able to create PDFs and import all of my expense information into programs like Quickbooks and Excel.
Desvantagens
I’ve encountered some bugs while using the program; however, most problems have been fixed with their latest update. Unfortunately, the app can run a bit slow.
I also wish that they would lower the price point for the premium version (the only version that is worth it), however, in the long run, I probably saved just as much on taxes by being able to itemize my expenses accurately as I have spent subscribing to this app.
Itemize review
Our accounting department has used this product extensively to save us time as we go through invoices. We no longer need to have an associate enter every invoice we have. We are able to significantly cut our time on this task.
Vantagens
This software helps parse data from receipts, invoices, and the like, and I love that there is a software that can do all of this automatically for me.
Desvantagens
The API has caused some issues for our company, but we have been able to get great help from customer service, and our IT personnel have been able to quickly implement their assistance.
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Perguntas frequentes sobre o Itemize
Perguntas frequentes sobre o Itemize
Abaixo estão algumas perguntas frequentes sobre o Itemize.
P: Que tipo de planos o Itemize oferece?
O Itemize oferece os seguintes planos de pagamento:
A partir de: US$ 9,99
Modelo de preços: Gratuito, Assinatura
Teste Grátis: Disponível
P: Quais são os principais recursos do Itemize?
Não temos informações sobre os recursos do Itemize.
P: Quem costuma usar o Itemize?
Os clientes habituais do Itemize são:
Pequenas empresas, Grandes empresas, Administrações públicas, Sem fins lucrativos, Autônomos, Empresas de médio porte
P: Em que idioma o Itemize está?
O Itemize está nos seguintes idiomas:
Espanhol, Francês, Inglês, Irlandês, Português
P: O Itemize é compatível com disponíveis móveis?
O Itemize é compatível com os seguintes dispositivos:
Android, iPhone, iPad
P: O Itemize se integra com quais outros aplicativos?
O Itemize se integra com os seguintes aplicativos:
Dropbox Business, FreeAgent, FreshBooks, Google Drive, Microsoft 365, QuickBooks Online, Quicken, Sage Business Cloud Accounting, Sage Intacct, Xero
P: Que nível de suporte o Itemize oferece?
O Itemize oferece as seguintes opções de suporte:
Tutoriais em vídeo, FAQs, Suporte online, Suporte por telefone, Base de conhecimento, Fórum
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.