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Vendors that bill you every month

There is no separate 'recurring vendors' feature — and you don't need one. Vendors that bill you regularly are exactly what the matching memory learns fastest: after three confirmed matches a vendor is trusted for your company, its payments surface as top suggestions, and its learned category is pre-filled on every new invoice.

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 corrections and confirmations you make — and 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:

  1. 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.
  2. Month two and three — same flow. Each confirmation teaches the system that this vendor belongs to your company's books.
  3. 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 immediately. If you corrected the category once, the learned category is pre-filled on every new invoice from that vendor (precedence: your rules first, then learned knowledge, then the AI's own suggestion).

Learning 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 visible and can be undone.

What this means in practice

  • No setup. You don't mark anything as recurring — normal reviewing is the training.
  • Per company. Learning is strictly per 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 — 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.

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