Step 1: Understand the architecture
Lerian is built around four pillars — Ledger, Transactional Services, Governance, and Connectivity — that form a composable financial platform. Before installing anything, understand how these pillars connect and why the platform is designed this way. This will help you model integrations correctly from day one. Read the core banking vision →
Step 2: Install Midaz
Midaz is the core Ledger and the foundation every other product builds on. Once it’s running locally, you have a safe environment to experiment and validate flows. Get it running with Docker in about 10 minutes. Install Midaz →
Step 3: Create your first resources via API
With Midaz running, create the essential building blocks: an organization, a Ledger, assets, and accounts. This is where your Ledger becomes operational and you see double-entry accounting working in practice. Make your first API call →
Step 4: Follow the recommended workflow
Now move beyond isolated API calls and follow the end-to-end operational workflow — from resource setup to transaction routing and balance management. This mirrors how teams use Midaz in production. Follow the recommended workflow →
What’s next?
With your Ledger running and your first transactions created, choose the capability you want to add next.
Reconcile transactions
Run your first automated reconciliation between a bank statement and your Ledger.
Validate in real time
Set up spending limits and validation rules to authorize transactions before they settle.
Generate reports
Create a report template and generate your first financial report from Ledger data.