Stop Chasing Receipts.
Reclaim Month-End.
Get an internally vetted Virtual Assistant to handle reconciliation, data entry, and policy compliance while our Project Manager oversees accuracy—at absolutely no extra charge.
FLUENT IN MODERN FINANCE SOFTWARE
Financial Precision & Compliance.
Your dedicated Project Manager ensures your Expense VA categorizes every transaction accurately, chases down missing receipts, and enforces your company spending policies.
Receipt & Invoice Matching
Collecting physical and digital receipts, extracting data via OCR tools (Dext/Expensify), and accurately matching them against bank feeds.
Credit Card Reconciliation
Auditing corporate credit card statements line-by-line to ensure every charge is accounted for, categorized correctly, and backed by documentation.
Policy Compliance
Enforcing company spending limits. Flagging out-of-policy expenses, unauthorized vendors, or duplicate submissions before they get approved.
Employee Follow-Ups
Acting as the "bad cop." Professionally chasing down employees and contractors to submit their missing receipts and expense justifications before month-end.
Per Diem & Travel Tracking
Calculating allowable per diem rates, organizing travel-related expenses, and separating reimbursable vs. non-reimbursable employee costs.
Month-End Reporting Prep
Exporting clean, categorized data from your expense software directly into your primary accounting ledger (QuickBooks/Xero) for the CPA to review.
A Secure, Auditable Workflow.
Plug a trained financial assistant into your back office in 4 simple steps.
Submit Brief
Share your software stack (e.g. Expensify + Xero) and current expense policies via Email or WhatsApp.
Strategy Call
Your Project Manager reviews your chart of accounts, establishes secure access protocols, and finalizes the timeline.
Expert Execution
Your VA handles the daily data entry. The PM acts as your first-line auditor, reviewing categorizations for accuracy.
Pay For Output
We track and charge exclusively for the VA's time spent reconciling. The PM's oversight is free.
Why Finance Teams Choose Sagedoer
Stop trusting sensitive corporate card data to unmanaged freelancers.
| Bookkeeping Standard | Traditional Freelancers (Upwork/Fiverr) | Sagedoer Managed VA |
|---|---|---|
| Hidden Fees & Memberships | Up to 40% in platform markups and bidding costs | 0% Hidden Fees. Pay strictly for hours worked. |
| Quality Assurance & Audit | You must manually double-check their categorization | Dedicated PM acts as your QA, catching errors before month-end |
| Data Security & Trust | Unverified strangers handling corporate card statements | Internally vetted professionals following strict access protocols |
| Software Proficiency | Hit-or-miss. Might misclassify expenses in QuickBooks. | Pre-trained on modern receipt capture and accounting tools |
| Staff Turnover Risk | If they quit, your books fall behind instantly | Seamless internal replacements. Zero workflow disruption. |
Transparent, Output-Based Pricing
No monthly retainers. Scale your support up during month-end close, and down during quiet periods.
Part-Time Assistant
20 Hours / Week
Est. $560 USD / Month (4 Weeks)
- Pay only for pure data entry hours
- Dedicated Project Manager included
- Free data QA & compliance checks
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time Specialist
40 Hours / Week
Est. $960 USD / Month (4 Weeks)
- Pay only for pure data entry hours
- Dedicated Project Manager included
- Free data QA & compliance checks
- Zero setup or onboarding fees
- No monthly membership charges
"Before Sagedoer, month-end close took me 5 days because I had to chase the sales team for receipts. Now, our VA handles the follow-ups and matches everything in Expensify."
— Michael B., Financial Controller"The Project Manager QA is brilliant. They act as a buffer, catching miscategorized meals or travel expenses before they ever reach our primary QuickBooks ledger."
— Jessica T., Accounting Firm Owner"We scaled our agency from 10 to 40 employees. The volume of credit card transactions exploded. Deploying a managed VA to handle Dext receipts saved our sanity."
— David C., Agency Operations"I love the centralized time tracking. I can see exactly how long it takes to reconcile statements, and I only pay for that pure work. No bloated retainers."
— Sarah L., Startup Founder"Before Sagedoer, month-end close took me 5 days because I had to chase the sales team for receipts. Now, our VA handles the follow-ups and matches everything in Expensify."
— Michael B., Financial Controller"The Project Manager QA is brilliant. They act as a buffer, catching miscategorized meals or travel expenses before they ever reach our primary QuickBooks ledger."
— Jessica T., Accounting Firm OwnerFrequently Asked Questions
How do you handle data security?
How does the Project Manager assist?
Can they handle multi-currency expenses?
What if we only need help at month-end?
Ready to reclaim your month-end?
Fill out the form below or reach out directly to start Phase 1. We deploy talent rapidly.