Use Cases
- Merchant Cash AdvanceGet from application to decision in < 5 minutes with ISO application scrubbing & bank statement parsing
- Revenue Based FinancingUse Heron to automate giving working capital loans to your e-commerce or SaaS customers
- Commercial InsuranceHeron helps MGAs and Carriers automate their submission & claim intake processes for commercial lines
- Equipment FinancingIngest applications, check for complete document set, parse documents (application forms, bank statements, financial statements) and return structured data and financial ratios for underwriting
- Traditional Term LoansProvide longer-term, secured credit products like SBA loans using our products
- Commercial LitigationOrganize case file correspondence by automatically ingesting email & pdf attachments (contract, repayment history), extract key info & create a case file in CRM
Products
- ISO App ScrubbingParse and classify ISO applications directly from your submissions inbox into your CRM, kick out hard declines, and auto-reply to brokers
- Submissions Intake for Commercial LinesAutomate the intake process for broker submissions using our in-house GenAI models
- Parse PDF Bank StatementsExtract bank transaction and bank account details from bank statements PDFs without any delays from having a human-in-the-loop
- Direct Plaid IntegrationConnect your customer’s bank accounts directly to Heron to get a continuous live stream of their transaction data
- Parse Financial StatementsParse Income Statements, Balance Sheets and Tax Returns and return structured data and financial ratios for underwriting
- Case File CorrespondenceAutomate intake of case file correspondence via email
Developers
- API TutorialSee step-by-step instructions for interacting with our API
- API Reference DocsSee detailed information about our API endpoints
- Heron Status PageCheck the live health of all of our systems
Customer Login

Bank Statement Summary

We can turn your bank data including PDFs into a clear, concise Bank Statement Summary - highlighting deposits, revenue, withdrawals, MCA debits, NSF days and more - on a monthly basis

Simple, clean output

Understand a business’ month-to-month financial position in seconds

Next step

Bank Statement Summary

See debt sources

Our debt summary includes sources, frequency, and average payment

Next step

Bank Statement Summary

Create a customizable company overview

Pick the metrics that matter to you and quickly understand applicants’ financial health and each individual applicant stacks up with their peers

Book a demo!