Itemize Email Format

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.

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