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Lemma integrates with Plaid in two directions: connect external bank accounts into Lemma so their transactions sync, and connect Lemma to other banking apps so your Lemma transactions flow out to the tools you already use. Lemma's Plaid Integration

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Connect an external account to Lemma

Link an outside bank account through Plaid so Lemma can sync its transactions.
1

Start the connection

On the Integrations settings page, select Connect Plaid.
2

Complete Plaid Link

Sign in to your bank through Plaid Link and choose the accounts to connect.
3

Review connected accounts

The Plaid detail page lists every connected external account. Remove an account from that page at any time.
Owners only Only owners can share your entity’s accounts with third-party apps through Plaid.

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Export Lemma transactions into another banking app

Many personal-finance and business banking apps, such as budgeting tools and accounting apps, let you add a bank through Plaid. Because Lemma is a Plaid-connectable institution, you can add your Lemma accounts to those apps the same way you would add any bank.
1

Open the other app's add-account flow

In the app you want your Lemma transactions to appear in, choose to link a bank account through Plaid.
2

Search for Lemma

Search for Lemma in the Plaid institution list and select it.
3

Sign in with your Lemma credentials

Authenticate with your Lemma login. Choose which Lemma accounts to share.
4

Confirm the transactions sync

The other app now reads your Lemma account balances and transactions through Plaid, keeping them in sync automatically.
If you would rather move data manually, the Export transactions guide covers CSV and QuickBooks .qbo exports.