Solutions
- Merchant Cash AdvanceGet to decision in under 5 minutes with automated scrubbing, revenue calculation and position identification.
- Commercial Insurance‘Underwriter ready’ in minutes, with automated submission processing and data entry to your PAS or CRM.
- Equipment FinanceUnderwrite faster and more accurately with automated application review and financial analysis.
- Revenue Based FinancingAccelerate your credit and non-dilutive funding products with automated transaction enrichment and categorization.
- Law FirmsOrganize case files by automatically ingesting email & PDF attachments, extract key info & create a case file in CMS.
- Traditional LendersGive your relationship managers and credit analysts a headstart with automated data extraction and financial analysis.
- Custom AutomationSave your team hours of manual work and automate any document-heavy workflow with Heron.
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
Company
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!