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At Lerian, Guides are more than walkthroughs. They’re your go-to resource for turning complex infrastructure into real-world solutions. Whether you’re working with Midaz, Reporter, or exploring what’s coming in Matcher and Flowker, each guide is structured to help you integrate confidently and move fast.

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Product-specific, integration-ready

The Guides are organized by product. That means:
  • Midaz: Learn how to create ledgers, manage transactions, use core entities like accounts and assets, and integrate plugins like Pix, CRM, and Fees Engine.
  • Reporter: Build and export reports, upload templates, and configure filters and schedules with real examples.
  • Matcher (in development): Understand how to validate external transactions against the ledger and surface mismatches.
  • Flowker (in development): Discover how to orchestrate transaction flows using validations, approvals, and external triggers.
Inside each guide, you’ll find:
  • Use cases grounded in real business needs
  • Step-by-step workflows to accelerate implementation
  • Security and architecture overviews for compliance teams
  • Business rules and logic behind each feature and plugin
  • Integration guidance, from first request to full automation
Our goal is to give you all the context you need, without the guesswork.

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Current vs Previous versions

We maintain documentation for both:
  • Current version: The most up-to-date features, actively supported.
  • Previous version: Deprecated but still available with partial support for a limited time.
Use the version switcher at the top-left of the screen to ensure you’re reading the right docs for your environment. And if anything is unclear, let us know. We’re always evolving the docs to match your needs.

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How to navigate

To access a product’s guide:
1

You’re already in the Guides section of our documentation.
2

Open the dropdown menu in the left sidebar and select the product you’re working with, such as Midaz or Reporter.
3

You’ll land in a dedicated space with product-specific content, including related plugins and real-world examples.