Insights

Award-winning credibility Itemize recently received the AP Solution of the Year award at the FinTech Breakthrough Awards, signaling strong market validation and a solid talking point to open conversations with potential customers seeking trusted AI-powered finance automation.

Financial operations focus Target banks, corporations, and financial institutions with needs in receivables, treasury, payables, and fraud automation, emphasizing how Agentic AI reduces manual data entry, reconciliation, and compliance workload to unlock efficiency and accuracy.

B2B automation edge Position Itemize as a specialist in financial document data extraction and workflow automation beyond generic OCR/RPA, highlighting value in reconciling POs, invoices, and payments with intelligent data validation and end-to-end process automation.

Strategic partnerships Leverage existing and potential integrations with fintechs and procurement platforms (eg Raiven collaboration) to co-sell and bundle solutions, expanding reach in spend management, procurement, and supplier payable ecosystems.

Growth-ready SME path With mid-sized teams and revenue in the lower-mid market range, target growth-oriented organizations seeking scalable automation that aligns with fintech-grade security and cloud-native deployment to drive faster ROI.

Similar companies to Itemize

Itemize Tech Stack

Itemize uses 8 technology products and services including Optimizely, HubSpot Analytics, Microsoft Clarity, and more. Explore Itemize's tech stack below.

Media & News

Itemize's Email Address Formats

Itemize uses at least 5 email formats:
Itemize Email FormatsExamplePercentage
FLast@itemize.comJDoe@itemize.com
57%
First.Last@itemize.comJohn.Doe@itemize.com
33%
First@itemize.comJohn@itemize.com
10%
FLast@itemizecorp.comJDoe@itemizecorp.com
97%
Last@itemizecorp.comDoe@itemizecorp.com
3%

Frequently Asked Questions

What is Itemize's phone number?

Minus sign iconPlus sign icon
You can contact Itemize's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Itemize's official website and social media links?

Minus sign iconPlus sign icon
Itemize's official website is itemize.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Itemize generate?

Minus sign iconPlus sign icon
As of August 2026, Itemize's annual revenue is estimated to be $25M - $50M.

What is Itemize's NAICS code?

Minus sign iconPlus sign icon
Itemize's NAICS code is 5112 - Software Publishers.

How many employees does Itemize have currently?

Minus sign iconPlus sign icon
As of August 2026, Itemize has approximately 37 employees across 4 continents, including North America, South America and Asia. Key team members include Chief Technology Officer: J. C., Vice President Technology: H. C. and Vice President Europe: M. K. Explore Itemize's employee directory with LeadIQ.

What industry does Itemize belong to?

Minus sign iconPlus sign icon
Itemize operates in the Software Development industry.

What technology does Itemize use?

Minus sign iconPlus sign icon
Itemize's tech stack includes Optimizely, HubSpot Analytics, Microsoft Clarity, WordPress, Shopify, Mailchimp, Atlassian Jira and Intercom.

What is Itemize's email format?

Minus sign iconPlus sign icon
Itemize's email format typically follows the pattern of FLast@itemize.com. Find more Itemize email formats with LeadIQ.

How much funding has Itemize raised to date?

Minus sign iconPlus sign icon
As of August 2026, Itemize has raised $10M in funding. The last funding round occurred on Apr 05, 2018 for $9M.

When was Itemize founded?

Minus sign iconPlus sign icon
Itemize was founded in 2012.
Itemize logo

Itemize

Software DevelopmentDelaware, United States11-50 Employees

Itemize is a software development company that applies Agentic AI to automate financial operations for banks, corporations, and financial institutions. Its technology reduces manual effort in key finance processes such as receivables, wholesale lockbox, treasury management, payables, and fraud, helping finance teams redirect time to higher-impact activities. The company operates in the cloud with a distributed workforce across the United States and internationally.

Its customers include banks and other financial institutions seeking to modernize B2B financial workflows that still rely on paper, email, and PDFs. Positioned in the software development field, it emphasizes vertical AI applications for automating financial processes. Based in Wilmington, Delaware, the firm operates as a small to mid-sized company, and in March 2026 it received the AP Solution of the Year award from FinTech Breakthrough.

Section iconCompany Overview

Phone number
NAICS Code
5112 - Software Publishers
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $10M

    Itemize has raised a total of $10M of funding over 2 rounds. Their latest funding round was raised on Apr 05, 2018 in the amount of $9M as an Angel.

  • $25M - $50M

    Itemize's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.