Recurring Vendor Detection
The rule DocuClipper uses to identify vendors that bill you on a regular cadence — a vendor seen in 3 or more distinct months over the last 12.
Last updated
Note: Recurring-vendor detection is not yet surfaced in the app. There is no recurring badge, column, or filter today. This page documents the matching rule so it's ready when the signal ships; there's no action to take in the product right now.
The matching rule
A vendor is considered recurring when:
- The vendor name matches across invoices — case-insensitive, with leading and trailing spaces ignored.
- That vendor has invoices in 3 or more distinct calendar months in the last 365 days.
- The current invoice's own month is not counted toward the 3, so a brand-new vendor's first invoice never qualifies.
The rule is intentionally conservative. Biweekly and quarterly vendors only qualify once they've been active long enough to land in 3 separate calendar months.
How it relates to duplicate detection
Recurring detection and duplicate detection are separate ideas and don't gate each other:
- A recurring monthly bill almost never trips the duplicate flag, because the duplicate rule requires dates within ±3 days, and consecutive monthly invoices land 28 to 31 days apart.
- Duplicate detection is the one that's live today and catches accidental re-uploads.