Klippa Multi-Account Support Issues

Klippa SpendControl is designed primarily for small to medium-sized companies seeking AP automation. When it comes to processing bank statements with multiple accounts in a single PDF, Klippa requires specific technical configurations that can complicate workflows for accounting firms handling diverse client needs.

The Hash Group ID Configuration

Klippa uses a Hash Group ID system to manage the same document across multiple groups or accounts. This feature allows you to process identical documents for different organizational units by combining the Hash Group ID with the document's hash to detect duplicates. Common use cases include separating documents by Company ID, Campaign ID, or User ID.

While this approach provides flexibility for multi-tenant scenarios, it requires manual configuration for each client or account structure. Accounting firms managing 50+ clients need to set up Hash Group IDs for each client relationship, adding administrative overhead to the conversion workflow.

Template Training Requirements

Klippa's OCR engine relies on template selection for document parsing. When processing bank statements, you must select the appropriate template for the parser to identify the document type correctly. Different template settings produce different output data, which means:

• Each bank format requires template configuration or training
• Template updates needed when banks change statement layouts
• Manual template selection for unfamiliar bank formats
• Ongoing maintenance as client bank relationships evolve

For client bookkeeping firms processing diverse bank formats daily, this template dependency creates bottlenecks. Every new bank format requires template setup before processing can begin.