Built for Financial Operations
Designed around the documents, data, exceptions, controls, and operating realities of B2B finance.
Itemize is building a new generation of finance operations — combining proprietary financial intelligence, purpose-built software, and agentic execution to automate complex financial work with precision, control, and defined production SLAs.
Engineers and finance solution leaders work side by side here — not in separate lanes. Together they're redefining what AI can do in finance operations, one hard problem at a time. We look for people who take ownership, move fast, and want their work to matter to the customers who depend on it.
Explore CareersItemize was founded on a simple insight: business transaction documents contain a vast reservoir of untapped information that can both transform finance operations and reveal valuable intelligence about how companies buy, spend, pay, and transact.
Harnessing that intelligence can improve procurement, supplier management, working capital, compliance, fraud detection, audit readiness, and financial decision-making across the enterprise.
What began with receipts and expenses has evolved into an AI-native operating platform for complex enterprise finance. Today, Itemize combines proprietary financial models, persistent transaction intelligence, customer-specific rules and controls, and agentic execution to transform and automate complex B2B finance operations.
Itemize began by extracting useful accounting and tax data from receipts and invoices with minimal human intervention.
The platform expanded into validation, matching, coding, reconciliation, and workflow automation across increasingly complex financial use cases.
Itemize now supports banks, processors, software platforms, healthcare organizations, and finance teams in high-volume production environments.
Designed around the documents, data, exceptions, controls, and operating realities of B2B finance.
Purpose-built intelligence that structures transaction data, reasons across context, and completes financial work.
Engineered for accuracy, traceability, reliability, and scale in the environments where financial operations run.
Production performance across high-volume financial workflows, diverse transaction formats, and global operating environments.

Payments data leader with experience leading Mastercard’s data business and roles at First Manhattan and Booz-Allen.

Enterprise software operator with leadership experience at BirchStreet and SAP Ariba.

Technology leader and U.S. Army veteran with experience building mission-critical systems across complex operating environments.

Analytics solutions leader with experience at Amazon and FMCG, delivering enterprise capabilities for technology companies and major financial institutions.

Banking and payments industry veteran. Founder of FMCG Direct, the leading direct marketing agency to the Top-30 US banks.

Itemize General Counsel and a member of the Board of Directors. Former partner at the New York law firm of Kramer, Levin.

Founder of First Manhattan Consulting and an experienced financial technology investor.
Bring us the workflow, exceptions, systems, controls, and performance requirements. Itemize can take it from current-state design to production operation.