Company

Building the Agentic Future of Finance Operations

Itemize is building a new generation of finance operations. Its AI agents work under supervision, not autonomy. They structure transaction data, read financial context, and resolve the exceptions that break simpler systems — unlocking approaches that were never practical by hand. The result: lower costs, less risk, and new revenue that legacy processes couldn't reach.

  • Founded in 2012
  • Customers in the United States and internationally
  • Cloud infrastructure designed for regional deployment
  • Offices in New York, NY and Wilmington, DE
Careers at Itemize

Build the next generation of finance operations

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 Careers
Global Operations Built for Global Finance Operations Itemize supports customers in the United States and internationally. Our cloud infrastructure is built for regional deployment and data residency at enterprise scale.
Our Evolution

From Transaction Data to Financial Execution

Itemize 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 platform for complex enterprise finance operations. Today, Itemize structures transaction data, applies financial reasoning, resolves exceptions, and powers the workflows where financial work gets completed.

2012 / Foundation

Unlocking transaction information

Itemize began by extracting useful accounting and tax data from receipts and invoices with minimal human intervention.

Platform Evolution

Moving beyond document capture

The platform expanded into validation, matching, coding, reconciliation, and workflow automation across increasingly complex financial use cases.

Today / Enterprise Operations

AI-native execution at scale

Itemize now supports banks, processors, software platforms, healthcare organizations, and finance teams in high-volume production environments.

What Defines Itemize

Built for the work behind every transaction

DOMAIN

Built for Financial Operations

Designed around the documents, data, exceptions, controls, and operating realities of B2B finance.

TECHNOLOGY

AI-Native from the Beginning

Purpose-built intelligence that structures transaction data, reasons across context, and completes financial work.

EXECUTION

Proven in Enterprise Production

Engineered for accuracy, traceability, reliability, and scale in the environments where financial operations run.

Enterprise Footprint

Built to operate at institutional scale

Production performance across high-volume financial workflows, diverse transaction formats, and global operating environments.

100M+Transactions processed
~100Countries represented
99%+Production accuracy
EnterpriseControls and SLAs
Leadership

Experienced leadership for enterprise financial operations

JTJames Thomas

James Thomas

Founder and CEO

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

SMSteve Markle

Steve Markle

Chief Operating Officer

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

RCRyan Courtade

Ryan Courtade

Chief Technology Officer

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

SRSamuel Ridderhof

Samuel Ridderhof

SVP AI Operations

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

RTRobert Tetenbaum

Robert Tetenbaum

Chief Financial Officer

Banking and payments industry veteran. Former Senior Partner at First Manhattan Consulting Group.

PKPeter Kolevzon

Peter Kolevzon

VP, General Counsel

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

JMJim McCormick

Jim McCormick

Vice Chairman

Founder of First Manhattan Consulting and an experienced financial technology investor.

See what Itemize can automate for you

Discuss the workflows, exceptions, operations, and systems you need to automate.

Talk to Itemize