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You’ve gone from “lost the moment someone said debit and credit” to modeling your own business as a ledger plan. That’s the whole foundation — here’s how it shows up in Lerian, and where to start.

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How the concepts show up in Lerian

Everything you just learned has a home in Lerian:
  • Recording value — the accounts, balances, and assets you learned about, and the double-entry that keeps them in check, all live in Midaz, the Ledger. It’s the foundation everything else builds on.
  • Moving value — transfers, operations, and holds are recorded as transactions in Midaz. When value crosses the boundary with the outside world, payment integrations like Pix and TED carry it — but plenty of movement is simply recorded in the Ledger. The routes and fees you saw come from Midaz’s transaction routing and the Fees plugin.
  • Identifying who owns what — the holders and friendly aliases behind your accounts live in CRM.
  • Reading the record back — Midaz produces account statements straight from the ledger, and Reporter builds richer reports and templates for audits, analytics, and decisions.
  • Tracing and proving — Tracer gives you the auditable trail across everything that happened.
And when you design your own ledger plan, the three questions — validation, reporting slice, operational grouping — map to Account Types, Segments, and Portfolios in Midaz. The Console walks you through setting it up in order.

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Ready to start?

There are two ways to put this into practice — pick what fits your team:

Build with the API

Integrate programmatically — start here, then go deeper with the Guides and API Reference for the integration details.

Set it up in the Console

Prefer a UI? Do the whole setup by hand in the Lerian Console — no code required.
Need a term? The Glossary defines every word from this tab. Keep this tab bookmarked — and a dedicated guide on assembling a complete core banking from these pieces is on the way.