- Managed — Lerian runs your infrastructure and wires the pieces at deploy time. You open the Console, enable the products, and use them — no environment variables, no integration calls. (You won’t need the rest of this page.)
- Self-hosted / BYOC — you run the infrastructure, so you do the wiring: configure each product’s URLs and environment, and deploy it. The rest of this page walks that. Once it’s connected, you can operate from the Console or call the APIs directly — that’s a UX choice, not extra wiring.
Start with the ledger
Everything records in Midaz, the Ledger — it’s the foundation the rest builds on. Stand it up first. CRM is already part of Midaz. The holders and aliases you learned about are built in, so there’s nothing separate to wire — you just enable it. (This is different from the pieces below, which are separate services.) → Set up Midaz · CRM in Midaz
Connect the pieces to the ledger
The other pieces are standalone services, and they don’t all connect the same way. Here’s who calls whom at runtime — that difference is the practical part:
Who calls whom at runtime
- Payment plugins write to the ledger for you. Your application calls a payment plugin (TED, Pix); the plugin moves the money and records the operations in Midaz — even from its own background workers — so your app doesn’t touch the ledger for those. Its connection to Midaz is set at deploy time, invisible to your app. → TED setup
- The Fees Engine calculates; your app records. Your application calls the Fees Engine to compute the fees for a transaction; it reads Midaz to resolve the accounts and returns the result. Your app then submits the transaction — fees included — to Midaz, so the Fees Engine never writes to the ledger itself. (For any movement you record without a plugin, your application writes to Midaz’s API directly.) → Connect the Fees Engine to Midaz
- Reporter comes already connected to your data. It reads the data behind your Lerian products (read-only, one direction) to build statements and reports — it never writes back. That connection is set up for you during onboarding, so it works from day one; you build the report templates you need, and can add your own data sources later. → Reporter
- Tracer is isolated — your application orchestrates. Tracer doesn’t connect to the ledger at all. Your code calls Tracer’s validation first, and only sends the transaction onward — to a plugin or to Midaz — if the decision is ALLOW. Tracer and Midaz never talk directly. → Tracer integration guide
Tracer checks your configured policies and limits — not account balances. The ledger stays the source of truth for what an account actually holds.
One login across the pieces
So the pieces work as one product (and not as separate logins), they share authentication through Access Manager: it issues the tokens each service trusts. Each piece authenticates with credentials managed there — keep the details in one place and point the pieces at it. → Access Manager
Deploy the stack
There’s no single “install everything” bundle — you deploy each piece (one Helm chart per product) and bring them up in order: Midaz → Access Manager → products and plugins → Console The Console comes last because it needs the others already running. → Helm charts
Operate it from the Console
Once everything is running, the Console is your single pane of glass: enable the pieces and manage them with one login. Enabling a module in the Console turns it on in the interface and shares the login — the piece-to-ledger wiring is the deployment step above, not something the Console does for you. → Lerian Console
On a managed setup
If Lerian runs your infrastructure, all the wiring above is already done for you. From your side it’s simple: enable the modules in the Console and start using them — no environment variables, no deployment. The integration journey on this page is what Lerian handles underneath.
Going further (optional)
A complete core banking is the composition above. When you need more, the same model extends — for example Matcher (reconciliation) or Flowker (workflow automation). They aren’t part of core banking, but they plug into the same stack when your needs grow.

