Heron Data opens New York office | 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

Heron has opened it’s US office! Johannes (CEO) and Dom (CTO) are now based out of New York full time.

We are doubling down on the American small business credit problem by helping small business lenders automate their underwriting. Being located in the US alongside our customers will enable us to better work together

Expanded support hours: Timely support is critical where minutes can make the difference in a small business getting funded or not
In-person meeting & deployment: Complex deployments can be completed in a matter of hours, not weeks. Technical Heron engineers are available to come onsite and help you use Heron to scale your volumes / reduce time-to-offer

Our New York office is located in Dumbo, Brooklyn – get in touch if you have any questions or want to catch up with us in person (Dom has already discovered the best Vietnamese food in Greenpoint)

Get in touch with us at (929) 277-2824 or email [email protected]