Blog | Heron Data

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
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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

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