About the Company
Itemize is the leading AI company automating financial transaction processing. Its customers include financial organizations, banks, and enterprise offices of the CFO. The company’s market-leading technology automates operational tasks that still require manual effort. Its solutions elevate teams to focus on higher-impact activities. Itemize delivers efficiencies, intelligence, and new value from financial document automation.
Consumer financial systems have transitioned to digital technologies, but business-to-business processes remain primarily stuck in analog mode. B2B still relies on paper documents, emails, and PDF images for communications and transactions between buyers, sellers, and third parties. These formats require human intervention in numerous tasks. They include data entry, reconciliations, verification, QA, approvals, custom spreadsheets, fraud screening, and compliance. Human involvement drives up errors and omissions, increases operating costs, and leaves significant value on the table.
Unlike legacy technology like OCR and RPA, Itemize’s Financial Transaction AI (FTAI) is designed specifically for financial processing. Its focus is understanding financial document data to derive intelligence, validate results, and automate workflows. These processes include reconciliation, account coding, compliance, cash flow management, and payments.
Itemize operations are cloud-based, with teams distributed nationwide and internationally. We have teams coast to coast within the United States as well as in several countries worldwide. We welcome people who enjoy the challenge of a fast-paced, high-growth environment on the leading edge of applying vertical AI to B2B financial challenges.
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