Skip to main content
Integrations settings lists connections enabled for your entity. The page appears only when at least one integration is enabled for the entity. Owners only Only owners can share your entity’s accounts with third-party apps like QuickBooks Online and Plaid. Owners connect, disconnect, and manage integration credentials. Integration availability is controlled by Lemma, so an integration that exists for another entity may not be available here.

​
Plaid

Plaid securely connects external bank accounts to Lemma so transactions can sync. Select Connect Plaid, complete Plaid Link, and choose the accounts to connect. The page shows whether Plaid is connected and lists connected external accounts. You can remove a connected account from the Plaid detail page.

​
QuickBooks Online

QuickBooks Online receives Lemma account transactions through a native bank feed. Start the connection in QuickBooks Online:
  1. Open Accounting → Bank transactions.
  2. Select Link account and search for Lemma.
  3. Sign in with your Lemma credentials when QuickBooks redirects you.
  4. Confirm the connection after QuickBooks returns you to Lemma.
After connection, the page groups accounts by connected status and shows that transactions sync in real time as they clear.

​
Canvas Medical

Canvas Medical connects to Lemma so reconciled remittances can be posted to matching claims. You need your Canvas instance URL and the API key for the Lemma plugin installed on that instance.

​
Candid Health

Candid Health lets Lemma pull remittances and reconcile them against claims. An organization administrator must create an API client_id and client_secret in Candid under Users & Credentials → API credentials.

​
Healthie

Healthie lets Lemma read billing data. When enabled for your connection, Lemma can also post lockbox EOBs and sync deposit status back to Healthie. The connected page shows the capabilities granted to Lemma so you can review them.

​
Stedi

Stedi lets Lemma pull 835 remittance advices (ERAs) read-only and reconcile them against claims. Stedi does not provide read-only API keys, so the key must be created by a member with the Operator role in Stedi.

​
EHR and accounting integrations

Lemma supports both EHR and accounting integrations. Examples of EHR and remittance connections include Canvas Medical, Candid Health, Healthie, and Stedi. Examples of accounting connections include QuickBooks Online, Xero, and NetSuite. The connections shown in your settings depend on what Lemma has enabled for your entity. For the complete list of supported accounting platforms and accounting connection guidance, read the accounting integrations guide. That guide covers accounting platforms; it is not a complete list of EHR integrations. If the integration you need is not shown, contact Lemma. Do not paste API keys or secrets into a support message.