Extract receipt data automatically with Itemize and Swiftask
Swiftask connects your workflows to Itemize to instantly extract key information from your receipts. No more tedious manual entry.
Result:
Speed up your expense report processing and ensure the accuracy of your accounting data.
AI Agents
itemize
Connector itemize · Secure OAuth 2.0
Manual receipt management slows down your productivity
Manual data entry for receipts is slow, costly, and error-prone. Your teams waste valuable time processing documents instead of focusing on high-value tasks.
Main negative impacts:
Frequent entry errors
Human transcription inevitably leads to typos or omissions, complicating accounting reconciliation.
Time-consuming processes
Processing each receipt individually adds up to hours of unnecessary work for your finance teams every week.
Reimbursement delays
Slow manual processing directly impacts the satisfaction of employees waiting for their expense reimbursements.
Swiftask automates extraction using Itemize. As soon as a receipt is scanned, data is extracted, structured, and automatically integrated into your management tools.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask + Itemize
An employee scans a receipt and emails it. An accountant must open the file, read the amounts, and manually enter them into the ERP. The risk of error is high and the process takes days.
With Swiftask + Itemize
The receipt is uploaded. Itemize analyzes it instantly, Swiftask retrieves the structured data and injects it directly into your accounting software. All in seconds, without human intervention.
How to automate your receipts in 4 steps
1
STEP 1 : Connect Itemize to Swiftask
Configure the integration in your Swiftask interface to allow communication with Itemize.
2
STEP 2 : Define your extraction rules
Specify the necessary fields (amount, date, vendor, tax) that the agent needs to extract.
3
STEP 3 : Automate the data flow
Choose the destination for the extracted data: your accounting software or your expense management tool.
4
STEP 4 : Activate and validate
As soon as a receipt is processed by Itemize, Swiftask analyzes it and automates the data transfer in real time.
Intelligent extraction capabilities
The agent intelligently analyzes the document to isolate relevant information, even on various receipt formats.
- Target connector: The agent performs the right actions in itemize based on event context.
- Automated actions: Automatic extraction of net/gross amounts, vendor identification, transaction date detection, automatic expense categorization, export to ERP-compatible formats.
- Native governance: Each extraction is verified and tracked to ensure full compliance with your accounting requirements.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-itemize@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose this automation?
Maximum precision
Eliminate human entry errors with Itemize's cutting-edge OCR.
Massive time savings
Reduce receipt processing time from minutes to seconds per document.
Enhanced compliance
Each extracted piece of data is archived with full traceability.
Cost optimization
Reduce operational costs associated with manual expense processing.
Seamless integration
Easily connect your extracted data to your existing business tools.
Financial data security
Swiftask applies enterprise-grade security standards for your itemize automations.
- Data encryption: All extracted data is encrypted during transfer and storage.
- GDPR compliance: Processing complies with the strictest standards regarding personal data protection.
- Access control: Restricted access to sensitive data via fine-grained user permission management.
- Data integrity: Automation ensures that the extracted information is not modified after initial extraction.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Processing time per receipt | 5 to 10 minutes | Under 5 seconds |
| Entry error rate | 5% to 10% | Less than 0.1% |
| Processing cost | High (labor) | Reduced by 90% |
| Reimbursement delay | Several days | Real-time |
Take action with itemize
Speed up your expense report processing and ensure the accuracy of your accounting data.