> ## 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.

# About Midaz module

> Manage Organizations, Ledgers, Accounts, Assets, and Transactions through a visual interface in the Lerian Console.

**Midaz** is a module inside the [Lerian Console](/en/lerian-console/about-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.

<Note>
  **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.
</Note>

## 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.

<CardGroup cols={2}>
  <Card title="Setup path" icon="clipboard-list-check" href="/en/lerian-console/midaz-console/midaz-console-setup-path">
    Follow the recommended setup order for Organizations, Ledgers, Assets, Accounts, Routes, and Transactions.
  </Card>

  <Card title="Midaz Console concepts map" icon="network-wired" href="/en/lerian-console/midaz-console/midaz-console-concepts-map">
    Learn how Midaz components connect and how they support financial operations.
  </Card>

  <Card title="Midaz Console troubleshooting" icon="question-circle" href="/en/lerian-console/midaz-console/midaz-console-troubleshooting">
    Resolve common issues related to configuration, routes, permissions, and transactions.
  </Card>
</CardGroup>

## 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](/en/lerian-console/midaz-console/plugin-settings) page

## Recommended setup order

***

For a new environment, we recommend configuring Midaz in the following order:

<Steps>
  <Step title="Create an Organization">
    Define the top-level structure that groups your ledgers and operations.
  </Step>

  <Step title="Create a Ledger">
    Create the ledger that will store balances, accounts, and transactions.
  </Step>

  <Step title="Configure Ledger settings">
    Adjust operational and accounting settings for the ledger.
  </Step>

  <Step title="Create Assets">
    Define the currencies or asset types that will circulate in the ledger.
  </Step>

  <Step title="Configure Account Types">
    Define how accounts behave within the financial structure.
  </Step>

  <Step title="Create Accounts">
    Create the accounts that will hold balances and participate in transactions.
  </Step>

  <Step title="Configure Portfolios and Segments">
    Organize accounts based on business or operational needs.
  </Step>

  <Step title="Create Accounting Routes">
    Define how transactions move assets between accounts.
  </Step>

  <Step title="Create Transactions">
    Start recording and monitoring financial operations.
  </Step>

  <Step title="Enable Plugins">
    Activate optional platform capabilities such as Fees Engine.
  </Step>
</Steps>

For a more detailed explanation of each step, see [Setup path](/en/lerian-console/midaz-console/midaz-console-setup-path).

## Accessing Midaz

***

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

<Frame caption="Figure 1. The card used to access the Midaz Module.">
  <img src="https://mintcdn.com/lerian-49cb71fc/yneNeAhnXdrrmE3_/images/en/console/midaz_button.png?fit=max&auto=format&n=yneNeAhnXdrrmE3_&q=85&s=237682e7534e9c4fe11cefe3379e2437" alt="" width="1554" height="848" data-path="images/en/console/midaz_button.png" />
</Frame>

## 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).

<Card title="Foundation" horizontal icon="cubes" href="/en/lerian-console/midaz-console/mc-foundation">
  Configure Organizations, Ledgers, Assets, and Account Types that support your financial structure.
</Card>

<Card title="Accounting" horizontal icon="calculator" href="/en/lerian-console/midaz-console/mc-accounting">
  Configure Accounting Routes that control how assets move through the system.
</Card>

<Card title="Accounts" horizontal icon="wallet" href="/en/lerian-console/midaz-console/mc-accounts">
  Manage Accounts, Holders, Aliases, Segments, and Portfolios.
</Card>

<Card title="Transactions" horizontal icon="arrow-right-arrow-left" href="/en/lerian-console/midaz-console/mc-transactions">
  Create and monitor transactions that transfer assets between accounts.
</Card>

<Card title="Plugins" horizontal icon="plug" href="/en/lerian-console/midaz-console/mc-console-plugins">
  Extend Midaz capabilities with integrated plugins such as Fees Engine.
</Card>

## Migrating from Midaz Console

***

If you're currently using the standalone **Midaz Console**, here's what changes when moving to Lerian Console.

<Warning>
  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.
</Warning>

### 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

### What stays the same?

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