Sage 300 Reconciliation Made Easy with Credit Rec.- AGS Advavced Software Inc.

Finally, Credit Card
Reconciliation Built
for Sage 300

Import your PDF statement.
Code faster with AI.
post to Sage 300.

Smarter
Credit Card Reconciliation
for Sage 300

Fast, Accurate and Easy!

Managing credit card reconciliation in Sage 300 shouldn’t mean spreadsheets, manual entry, and hours of rechecking. Credit Rec is a smart desktop reconciliation tool that helps finance teams import statements, code transactions faster, and post directly into Sage 300 General Ledger, Accounts Payable, and Bank Services.

Now with Credit Rec for AI, you can take even more manual work out of the process by importing PDF credit card statements and letting the system learn your coding patterns for faster, more consistent posting.

Great for Sage 300 teams and partners, quick to deploy, easy to support, and built for real reconciliation workflows.

Save Time & Reduce Manual Coding

Reconcile Credit Cards
Automatically in Sage 300

Need a faster way to handle Sage 300 credit card reconciliation? Credit Rec simplifies the full workflow, import statements, code transactions, reconcile, and post directly into Sage 300.

Whether you’re managing one credit card or hundreds across multiple companies, Credit Rec gives you full visibility, consistent coding, and simple integration with Sage 300 General Ledger, Accounts Payable, and Bank Services.

Features at a Glance

Built for Speed, Accuracy & Full Sage 300 Integration:

NEW: AI-powered PDF import, download your credit card statement, let the AI extract transactions, and code entries directly to Sage 300
Reconcile each credit card transaction to your statement
Process payments to Sage 300 Accounts Payable invoices
Track all credit card spending, including employee and fleet cards
Handle multi-currency card transactions with eas
Split expenses across departments, accounts, or cost centre
Work across multiple Sage 300 company databases
Post transactions to General Ledger, Accounts Payable, and Bank Services
Print reconciliation, transaction, and payment reports

Credit Rec For AI

Import PDF Statements and
Choose Posting Details

With Credit Rec for AI, you can import a PDF of your credit card statement, then specify exactly how you want it posted in Sage 300:

Select the year and period you want to post to
Choose the currency of the credit card account
Indicate whether tax applies, so tax can be separated/stripped out where needed

This dramatically reduces manual entry and helps your team code transactions faster and more accurately.

AI That Learns Your
Coding Patterns

The first time you code items, you’re teaching the system what “normal” looks like for your business. When you’re done, click the Learn AI button at the bottom of the page.

Credit Rec for AI learns from your coding choices,vendors, descriptions, expense accounts, tax handling

Populate Suggested Accounts

When you import your next statement, click Populate Suggested Accounts and the AI will offer suggested coding options based on what it has learned.

That means:

Less repetitive coding
More consistent account allocation
Faster monthly reconciliation
Reduced errors and rework

You’re always in control, you can review, adjust, and approve before posting.

Post Transactions When Needed

Once transactions are coded, you can post them where they belong:

General Ledger (GL) journal entries
Accounts Payable (AP)
Bank Services
Or import into the Credit Rec Reconciliation Application for reconciliation and reporting

Ready to Run?

System Requirements

Server: Windows Server 2014 or later
Database: Microsoft SQL Server 2016+
Optional Web Tools (if required): Microsoft IIS + internet access
Disk Space: Approx. 200MB

Sage 300 Compatibility

Versions 2019 (v6.6) through 2022 (v6.9)

Why Credit Rec?

Take the Manual Work
Out of Reconciliation

If credit card reconciliation is eating up too much time each month, Credit Rec by AGS Advanced Software is a smarter way to handle it.

With AI-powered PDF imports and seamless Sage 300 integration, you can move faster, code more consistently, and stay in control of spend, without the admin overload.