Clear the Dext Inbox.
Publish with Precision.
Stop wasting your CPA rate on fixing OCR misreads. Hire a trained Virtual Assistant to triage Receipt Bank, split line items, assign tax codes, and publish flawless data to Xero and QuickBooks Online.
Trusted by Accounting Firms & Virtual Bookkeepers
OCR Meets Human Precision
Software Extracts Data. We Make It Ready for the Ledger.
OCR software is great, but it routinely misreads tax amounts, fails to split multi-category invoices, and applies the wrong chart of accounts. Our VAs manually verify every item in the Inbox so your CPAs don't have to.
Inbox Triage & Verification
Reviewing every scanned receipt and fetched invoice in the 'Ready' tab. We correct OCR misreads on dates, total amounts, and supplier names before they contaminate the ledger.
Complex Line Item Splitting
Handling massive hardware store or wholesale invoices by meticulously splitting line items into different Chart of Account categories (e.g., splitting 'Job Materials' from 'Tools').
Categorization & Tax Coding
Applying precise general ledger codes based on your firm's chart of accounts. We verify that sales tax (GST/VAT/State) is properly extracted and separated from the net amount.
Supplier Rule Management
Creating and refining 'Supplier Rules' within Dext to automate future categorization. We ensure recurring bills (software, utilities) are mapped for seamless auto-publishing.
Publishing & Exporting
Executing the final push. Once verified, we securely publish the pristine data directly into Xero, QuickBooks Online, or Sage, attaching the digital receipt to the transaction.
Chasing Missing Paperwork
Reviewing the bank feed and identifying transactions missing a source document. We proactively email clients or vendors requesting the missing invoices to keep the books compliant.
Don't Pay CPA Rates for Data Verification.
Senior accountants and bookkeepers should be focused on advisory, complex reconciliations, and tax strategy—not clicking 'Publish' 400 times a month in Dext. Offload the repetitive inbox clearing to a dedicated Sagedoer VA.
Faster Month-End Close
With a VA clearing the Dext inbox daily or weekly, the data is already published and waiting in the bank feed when it's time to reconcile.
Scale Your Practice Margin
Replace expensive domestic data entry hours with flat-rate, high-accuracy offshore talent, instantly improving per-client profitability.
Audit-Proof Records
We ensure every transaction has a digital source document attached in the ledger, protecting your clients during tax audits.
Sagedoer VA
How Sagedoer Works
Integrate a Receipt Bank/Dext VA into your firm in four simple steps.
Define Software
Tell us which tools you use (Dext, Hubdoc, QBO, Xero) and the volume of documents processed monthly.
Map the Rules
Our Project Manager learns your Chart of Accounts and specific categorization rules for your client portfolios.
Inbox Clearance
Your VA takes over daily or weekly inbox triage, verifying data, splitting lines, and publishing to the ledger.
Pay for Output
Transparent tracking. You pay only for hours spent processing documents, scaling up easily during tax season.
Transparent, Flat-Rate Pricing.
Scale your bookkeeping capacity instantly. Simple USD invoicing based strictly on output.
Est. $560 USD / Month (4 Weeks)
- Perfect for smaller bookkeeping firms
- Dedicated Project Manager included
- Weekly inbox clearance routines
- Zero setup or onboarding fees
- No monthly membership charges
Est. $960 USD / Month (4 Weeks)
- High-volume accounting agency support
- Dedicated Project Manager included
- Daily inbox clearing & vendor chasing
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Cloud Accounting Professionals
"We manage over 40 clients on Dext. The volume of receipts to publish was burying my junior staff. Our Sagedoer VA goes in daily, checks the OCR, splits the multi-page invoices, and publishes. Month-end is a breeze now."
Jessica R.
CPA & Firm Owner
"It's not just clicking publish. The VA actually understands how to set up supplier rules in Hubdoc and Receipt Bank. They catch missing tax amounts that the OCR misses entirely. Highly recommend."
Michael T.
Virtual Bookkeeping Agency
"We manage over 40 clients on Dext. The volume of receipts to publish was burying my junior staff. Our Sagedoer VA goes in daily, checks the OCR, splits the multi-page invoices, and publishes. Month-end is a breeze now."
Jessica R.
CPA & Firm Owner
"It's not just clicking publish. The VA actually understands how to set up supplier rules in Hubdoc and Receipt Bank. They catch missing tax amounts that the OCR misses entirely. Highly recommend."
Michael T.
Virtual Bookkeeping Agency
Frequently Asked Questions
Common questions regarding Receipt Automation VAs.
Do they only work with Dext?
No. Our VAs are proficient across the entire cloud bookkeeping stack, including Hubdoc, AutoEntry, Bill.com, and native receipt capture features inside Xero and QuickBooks Online.
How do I give them access?
You simply add the VA as a 'User' or 'Bookkeeper' to your firm's Dext/Hubdoc dashboard. They do not need direct bank login access, keeping your firm highly secure.
What if a receipt is blurry?
If OCR fails and the image is illegible, the VA will flag the item and can draft an email to the client requesting a clearer copy or clarification on the purchase.
Can they handle complex line items?
Yes. They are trained to split large vendor invoices (like Home Depot or Amazon) into multiple line items based on your firm's specific chart of accounts instructions.
Automate Your Data Entry.
Submit your requirements below, and let our Project Managers match you with a vetted Receipt Automation Virtual Assistant.
Consult with Sagedoer
Tell us about the accounting software you use and your estimated monthly transaction volume.