Itemize

Card Spending Tracker

Itemize’s Card Spending Tracker automatically imports and categorizes transactions made with corporate cards. It provides real-time visibility into spending, linking each transaction to users and expense categories. This feature enhances financial oversight, streamlines reconciliation, and helps organizations monitor card usage while ensuring spending stays within policy and budget guidelines.

Expense Approval

Itemize’s Expense Approval feature enables configurable workflows for reviewing and authorizing submitted expense claims. Managers can approve or reject expenses based on company policies and set thresholds. This feature reduces approval delays, enforces compliance, and ensures that only verified and policy-compliant expenses proceed to reimbursement or financial reporting stages.

Mileage Tracking

Mileage Tracking in Itemize allows employees to record distances traveled for work-related purposes using manual entry or automated GPS features. It calculates reimbursement values based on standard mileage rates. This feature ensures accurate travel expense claims, simplifies submissions, and complies with internal policies and applicable tax regulations for mileage reimbursement.

Multi-level Approval

Itemize’s Multi-level Approval feature enables expense submissions to pass through multiple levels of review, based on organizational structure or claim value. This layered process provides greater accountability, enforces policy adherence, and ensures that higher-value or unusual expenses receive proper oversight before approval, reducing financial risk and improving internal controls.

Multiple Reporting Currency

Itemize’s Multiple Reporting Currency feature supports global businesses by allowing expenses to be recorded and reported in different currencies. It automatically converts foreign transactions using up-to-date exchange rates. This feature ensures consistent, accurate reporting across regions, enabling seamless expense processing for internationally distributed teams and multinational finance operations.

Receipt Management

Receipt Management in Itemize allows users to upload, store, and organize digital receipts securely. Receipts are linked to specific expenses, creating a reliable audit trail. This feature reduces paper clutter, improves accuracy, and ensures that all expenses are documented properly for compliance, reimbursement, and financial recordkeeping purposes.

Receipt Scanner

Itemize’s Receipt Scanner utilizes Optical Character Recognition (OCR) to extract relevant data from scanned or photographed receipts. It automatically populates expense fields such as date, amount, and vendor. This feature reduces manual data entry, improves accuracy, and accelerates the creation of expense reports from physical or digital documentation.

Reconciliation Summary

Itemize’s Reconciliation Summary feature compiles a detailed overview of submitted expenses, card transactions, matched receipts, and approvals. It assists finance teams in identifying discrepancies and verifying financial accuracy before closing books. This feature streamlines audits, improves transparency, and ensures comprehensive expense tracking and alignment with financial records.

Reimbursement Management

Reimbursement Management in Itemize simplifies the process of reimbursing employees for out-of-pocket expenses. It tracks each claim from submission through approval and payment, ensuring compliance and timely disbursement. This feature reduces administrative workload, improves employee satisfaction, and ensures that reimbursements are processed fairly and in accordance with policy.

Spend Control

Spend Control in Itemize enables organizations to set budgetary limits, enforce expense policies, and monitor real-time spending activity. Alerts and automated rules help prevent non-compliant or excessive spending. This feature empowers finance teams to proactively manage costs, maintain control over operational budgets, and encourage responsible financial behavior company-wide.

Tax Claim

Itemize’s Tax Claim feature identifies and categorizes reclaimable taxes, such as VAT or GST, from eligible expenses. It compiles necessary documentation for submission to tax authorities. This feature helps businesses recover tax efficiently, ensures regulatory compliance, and reduces the risk of missed reclaim opportunities or inaccurate tax filings.

Time & Expense Tracking

Time & Expense Tracking in Itemize allows users to log work hours alongside related expenses within a single interface. It links time entries to projects or clients, enabling detailed cost analysis. This feature supports accurate billing, improves project profitability, and simplifies reporting for both internal and client-facing financial workflows.