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The Foundation section is where you set up the structure that the rest of Midaz sits on. Create it once, at the start of a new environment, before opening accounts or running transactions. You will work with four elements here:
  • Organization — The top-level entity that owns one or more ledgers. Usually represents your company or business unit (for example, Acme Bank).
  • Ledger — The isolated book of records where accounts, balances, and transactions live. Most teams use one ledger per product or line of business (for example, Retail BRL Ledger).
  • Asset — A currency or instrument that accounts can hold and move, identified by a code (for example, BRL, USD, or USDC). Every account is tied to one asset.
  • Account Type — A label that classifies accounts so they can be referenced consistently in Accounting Routes (for example, customer, treasury, fee, or revenue).

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Manage Organizations

Create and configure the top-level entities that group your ledgers and assets.

Manage Ledgers

Set up ledgers to organize and track your financial operations.

Manage Assets

Register the currencies and instruments used across your ledgers.

Manage Account Types

Define the categories that classify your accounts within each ledger.