The short version
TaxItEasy does not have a dedicated subscription-detection view, recurring badges, or missed-invoice alerts. What it does have is something more general: a per-company matching memory that learns your vendors from the matches you confirm and the categories you choose for bank transactions. Vendors that bill you every month are precisely the ones it learns first.
What actually happens with a monthly vendor
Take a cloud subscription that bills you on the 1st of each month:
- Month one: the invoice arrives (forwarded, scanned or uploaded), the AI reads it, and the payment shows up as a match suggestion. You confirm it.
- Month two and three: same flow. Each confirmation teaches the system that this vendor belongs to your company's books.
- From then on: the vendor is trusted for your company. Its candidate invoices get a capped score boost, so the right match floats to the top. If you choose the same category for its bank payments three times, that category comes back as a suggestion on its new payments (your rules first, then learned suggestions, then the AI's own).
The trust boost never escalates a match behind your back: a suggestion becomes a silent auto-match only when the match score itself clears the strong-match threshold. The learned boost alone can't push it across that line. Every silent match stays listed and can be unlinked.
What this means in practice
- No setup. You don't mark anything as recurring, because normal reviewing is the training.
- Per company. What the system learns from one company's decisions is used only for that company; a vendor trusted in one company means nothing in another.
- It follows reality. If a subscription's amount changes, the matching signals (reference, amount tolerance, date window, counterparty) still do the work, and the learned trust only breaks ties in the vendor's favour.
What does not exist (so you don't look for it)
- A "Recurring Vendors" list or view
- Recurring badges on invoices
- Missed-invoice alerts when an expected bill doesn't arrive
If a regular invoice fails to arrive, today you'd notice it as an unmatched bank transaction in the matching pipeline. The payment with no invoice to pair with is your alert.