OverviewSuggest Edit

Itemize is a fintech data extraction engine used by companies to transform purchase documents, such as receipts and invoices, into data for their accounting and expense tracking needs. It operates a cloud-based processing service that involves both fully and partially automated systems for extraction, validation, and verification.

HQNew York, NY, US
Employee Ratings3.9
Overall CultureB+

Latest Updates

Employees (est.) (Apr 2021)23(+15%)
Cybersecurity ratingAMore

Key People/Management at Itemize

James Thomas

James Thomas

Founder & Chief Executive Officer
Ryan Courtade

Ryan Courtade

Chief Operating Officer
Samantha Fisher

Samantha Fisher

SVP, Technology
Ciaran Davies

Ciaran Davies

SVP, Information Science
Peter Kolevzon

Peter Kolevzon

VP, General Counsel
Jeremy Sanders

Jeremy Sanders

Chief Technology Architect
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Itemize Office Locations

Itemize has offices in New York and Wilmington
New York, NY, US (HQ)
530 5th Ave #802
Wilmington, DE, US
1201 N Market St Suite 111
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Itemize Financials and Metrics

Summary Metrics

Founding Date


Itemize total Funding

$1 m

Itemize latest funding size

$1 m

Time since last funding

6 years ago
Itemize's latest funding round in December 2014 was reported to be $1 m. In total, Itemize has raised $1 m
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Itemize Cybersecurity Score

Cybersecurity ratingPremium dataset



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Itemize Online and Social Media Presence

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Itemize Company Culture

  • Overall Culture



  • CEO Rating



  • Compensation



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Itemize News and Updates

FinTech Solutions Firm Itemize Earns Accolades for Expense Management Innovation

Itemize Earns US Business News Technology Elite Honors

How To Itemize And Also Take The Standard Deduction

So you can't itemize deductions and take the lately more generous standard deduction, right? Well, actually, you can do both. Here's the trick.

Itemize Partners With Mastercard to Provide Expense Management Solution

Mastercard Selects Expense Management SaaS Provider Itemize for Small Business Receipt Management Offering

Itemize Blogs

Intelligent Automation Series: Which Intelligent Document Processing Solution Is Right for Your Business

54% of executives have seen increased productivity in their business due to implementing AI-powered solutions. – PwC More and more organizations are leaving their legacy systems behind in favor of automated solutions. But as the list of applicable technologies continues to expand, it becomes crucial…

Digital Transformation in Accounts Payable – Closing Your Automation Gaps

Accounts Payable and Finance teams continue to struggle with manual processes, which create inefficiencies, delays, and higher costs. View this infographic to evaluate how an Intelligent Automation (IA) solution can improve Account Payable and Finance processes, boost productivity, and cut costs. Ar…

How The Right Intelligent Automation Technology Can Ease M&A Process

Khushboo Koutu Despite COVID, 2020 saw a large number of mergers and acquisitions varying in size and industry. The total value of transactions reached 127.8 Billion US dollars. And this number is expected to be much higher in 2021.  From a business perspective, a successful M&A deal partly mean…

Intelligent Automation Series: Why Intelligent Document Processing (IDP) Is the Future of Automation

Did you know that 80% of data worldwide will be unstructured by 2025? (IDC) Applying RPA to these unstructured or semi-structured data sets results in cumbersome processes and errors. Most organizations are struggling to resolve this challenge and achieve a reasonable level of Straight Through Proce…

Life at Itemize with Matt Jinkens

At Itemize, we excel at developing AI-powered Intelligent Document Transformation (IDT) technology for corporate finance and accounting. Yet it isn’t just our technology that is driving our rapid growth. The team behind our accomplishments has fostered a culture of innovation, expertise, and custome…

Intelligent Automation Series: Are Legacy Technologies Like OCR and RPA Holding You Back?

Let’s face it: documents entering your business workflows are not perfect. Add to that the pressure of high volumes, complicated business processes, and the obvious need to maintain accuracy – you end up investing in legacy systems that offer little to address the highlighted issues. Gartner Researc…
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Itemize Frequently Asked Questions

  • When was Itemize founded?

    Itemize was founded in 2010.

  • Who are Itemize key executives?

    Itemize's key executives are James Thomas, Ryan Courtade and Samantha Fisher.

  • How many employees does Itemize have?

    Itemize has 23 employees.

  • Who are Itemize competitors?

    Competitors of Itemize include Sydbank, PayNearMe and Fundsfy.

  • Where is Itemize headquarters?

    Itemize headquarters is located at 530 5th Ave #802, New York.

  • Where are Itemize offices?

    Itemize has offices in New York and Wilmington.

  • How many offices does Itemize have?

    Itemize has 3 offices.