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Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

Midaz is a module inside the Lerian Console that provides a visual interface for managing ledger infrastructure. From a single screen, you can create organizations and ledgers, register the assets you work with (such as BRL or USD), open accounts, define the rules that govern how money moves between them, and record transactions — all without writing API calls. Use Midaz Module when you need to perform day-to-day operations (open an account, run a transaction, check balances) or configure how transactions are validated and posted in your ledger.
Important transition: Midaz Console is now part of Lerian Console as the Midaz Module. All existing functionality remains available, along with new integrations and platform features.

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Start here first

New to Midaz? Start with these pages to understand what needs to be created, in which order, and how the main components work together.

Setup path

Follow the recommended setup order for Organizations, Ledgers, Assets, Accounts, Routes, and Transactions.

Midaz Console concepts map

Learn how Midaz components connect and how they support financial operations.

Midaz Console troubleshooting

Resolve common issues related to configuration, routes, permissions, and transactions.

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What you can do

From the Midaz Module, you can:
  • Manage organizations and ledgers — Create the operational structure used by your financial environment
  • Configure assets — Define currencies, tokens, and other asset types used across ledgers
  • Set up accounts — Create accounts with account types, portfolios, and segments
  • Configure accounting routes — Define how operations and transactions move assets between accounts
  • Monitor transactions — Track financial movements across organizations and ledgers
  • Manage Holders and Alias Accounts — Use the integrated CRM features to register the people and entities behind your accounts and link them to ledger accounts
  • Access plugins — Enable and configure plugins such as Fees Engine from the Settings page
For a new environment, we recommend configuring Midaz in the following order:
1

Create an Organization

Define the top-level structure that groups your ledgers and operations.
2

Create a Ledger

Create the ledger that will store balances, accounts, and transactions.
3

Configure Ledger settings

Adjust operational and accounting settings for the ledger.
4

Create Assets

Define the currencies or asset types that will circulate in the ledger.
5

Configure Account Types

Define how accounts behave within the financial structure.
6

Create Accounts

Create the accounts that will hold balances and participate in transactions.
7

Configure Portfolios and Segments

Organize accounts based on business or operational needs.
8

Create Accounting Routes

Define how transactions move assets between accounts.
9

Create Transactions

Start recording and monitoring financial operations.
10

Enable Plugins

Activate optional platform capabilities such as Fees Engine.
For a more detailed explanation of each step, see Setup path.

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Accessing Midaz

To open Midaz, select the Midaz Module from the Lerian Console product launcher (Figure 1).

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Available features

The sidebar follows the order in which most teams build their environment: Foundation first (the structure: organizations, ledgers, assets, account types), then Accounting (the rules that govern transactions), then Accounts (the parties that hold balances), then Transactions (the movements between them), and finally Plugins (optional add-ons such as Fees Engine).

Foundation

Configure Organizations, Ledgers, Assets, and Account Types that support your financial structure.

Accounting

Configure Accounting Routes that control how assets move through the system.

Accounts

Manage Accounts, Holders, Aliases, Segments, and Portfolios.

Transactions

Create and monitor transactions that transfer assets between accounts.

Plugins

Extend Midaz capabilities with integrated plugins such as Fees Engine.

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Migrating from Midaz Console

If you’re currently using the standalone Midaz Console, here’s what changes when moving to Lerian Console.
The standalone Midaz Console is now in maintenance mode. It no longer receives feature updates and only critical security fixes are applied.We recommend migrating to Lerian Console to access the latest platform capabilities and integrations.

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Why migrate to Lerian Console?

  • Unified platform — Access Midaz and other Lerian products from a single interface
  • New platform features — Improvements and new capabilities are released exclusively in Lerian Console
  • Integrated workflows — Connect Midaz with plugins and other platform modules
  • Simplified navigation — Use a more consistent operational experience across products

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What stays the same?

  • All core Midaz capabilities remain available
  • Existing data and configurations continue to work
  • Operational workflows remain familiar for current users