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.
- 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
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.
How to navigate
To access a product’s guide:- You’re already in the Guides section of our documentation.
- Open the dropdown menu in the left sidebar and select the product you’re working with—such as Midaz or Reporter.
- You’ll land in a dedicated space with product-specific content, including related plugins and real-world examples.