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Whether you want to evaluate the platform or start building, this is the place to begin.

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Evaluating the platform

Follow these steps to understand the platform’s capabilities, architecture, and deployment options.
1

Understand why Lerian exists

Learn what problems the platform solves and who we built it for — in business terms.Why Lerian →
2

Explore the architecture

Lerian organizes around four pillars — Ledger, Transactional Services, Governance, and Connectivity — that form a composable financial platform.Read the Core Banking vision →
3

Choose a deployment model

Decide between fully managed (SaaS) or self-hosted (BYOC) based on your compliance requirements and operational maturity.Compare deployment models →
4

See it in action

Explore real-world use cases — digital banking, global portfolios, Pix, marketplace payouts, and more.Browse use cases →

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Building with Lerian

Follow these steps to go from zero to your first double-entry transaction. Choose the path that matches your deployment model.
1

Receive your credentials

Your Lerian onboarding team provides you with API credentials (client ID and secret) and the base URL for your environment.
2

Authenticate and get your token

Use the Access Manager Auth API to exchange your credentials for a JWT access token. This token contains your tenant context — you don’t need to manage a tenant ID explicitly.Learn how to authenticate →
3

Make your first API call

Include the token as a Bearer token in the Authorization header of every request. Your calls are automatically scoped to your tenant.Make your first API call →
4

Create your first organization

Follow the same API flow as any Midaz deployment — create an organization, a ledger, assets, and accounts. The platform handles tenant isolation transparently.Follow the recommended workflow →
The API is identical across all deployment models. The only difference is that SaaS requires authentication on every request, and your token automatically scopes all operations to your tenant. Learn more about multi-tenancy.

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What’s next?

With your Ledger running and your first transactions created, pick 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.