Blog | Heron Data

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

Book a demo

Pathpoint taps Heron to automate document workflows in commercial insurance

10th October 2024

Heron Data opens New York office

Convert merchant application forms from ISOs into structured data instantly

20th February 2024

Turn Merchant Application forms from ISOs into structured data in seconds

Convert merchant application forms from ISOs into structured data instantly

16th November 2023

Heron Data launches Bank Statement Parsing & Fraud Detection

99%+ accuracy parsing for ~90% of bank statements in seconds with built-in fraud detection

22nd November 2022

Torpago partners with Heron Data to 20x underwriting speed

Torpago partners with Heron Data to 20x underwriting speed

2nd November 2022

Heron Data helped me make better lending decisions in a downturn

Joe Foster walks through how he previously used Heron Data at Forward

17th August 2022

Understand and benchmark a company in seconds with Heron's Scorecard

See a company's debt situation, risk flags and financial metrics in seconds with Heron's scorecard.

24th May 2022

SOC 2 Type 2 Certified Transaction Categorization and Enrichment

We're proud to share that we've received our SOC 2 Type 2 security certification!

24th March 2022

Start analyzing bank data without writing a single line of code

Customers are now able to upload files of bank transaction data to get started with Heron quickly.

1st March 2022

1
2