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
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Cash Based P&L

Turn your bank data into a clear picture of monthly Revenue, COGS, and OPEX to get a sense of your customer's profitability over time. Stop relying on fungible accounting data or out-of-date tax returns.

Cash Based P&L

Monthly overviews

Our monthly P&L shows you how the company is progressing financially

Next step

Cash Based P&L

Revenue and debt sources

Get a view of the different sources of revenue and debt

Next step

Cash Based P&L

Line-item forecasts

Use our forecasting tool to predict future revenues or costs

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