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

Direct Plaid Integration

Instead of PDFs, send data from banking APIs like Plaid, Finicity, Yodlee, TrueLayer, and many more. For Plaid, you can leverage our low-code direct link solution.

Simple, low-code access

Directly connect Heron to your customer’s Plaid accounts with a simple API request

Next step

Direct Plaid Integration

Historic data

We will all fetch historical transactions for the connected accounts, without you having to send them to us

Next step

Direct Plaid Integration

Automatic updates

We will automatically add new transactions whenever there is an update

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