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
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Case File Correspondence

Heron Data helps Commercial Litigation and Collections Firms organize case file correspondence (Contracts, Repayment History, Applications etc), automatically creating new case files with attachments and extracted data fields in your CRM

STEP 1

Ingest the files

Heron will ingest email and attachments directly from your email inbox. Heron will recognize new cases and create a new record in CRM, and link existing case correspondence to the relevant record in your CRM.

STEP 2

Classify and extract data

Heron’s in-house GenAI models, fine-tuned for Case File documentation (Contracts, Repayment History, Bank Statements etc.), reads the documents and returns structured data.

20+ data fields are extracted and written directly to CRM.

Extracted data is verified against the original documents to ensure accuracy and authenticity.

STEP 3

Push to CRM or Dropbox

Heron will read the files and push the data downstream to your system of record e.g. Salesforce, Dropbox etc. Heron can also provide file hosting at no extra cost.

Any new correspondence for an existing case is automatically pushed to your CRM (e.g. replies with UCC filing attached).