Use Cases
- Merchant Cash AdvanceIdentify existing revenue-based debt obligations, deposits and withdrawals
- Lines of CreditProvide short-term lines of credit or other short-term financing based on historical revenue and expenses
- Revenue Based FinancingUse Heron to automate giving working capital loans to your e-commerce or SaaS customers
- Business Credit CardsUnderwrite with confidence and help customers manage expenses with merchant-locking
- Embedded FinanceUnderwrite with speed with a fully automated solution without a human-in-the-loop
- Traditional Term LoansProvide longer-term, secured credit products like SBA loans using our products
Products
- Parse PDF Bank StatementsExtract bank transaction and bank account details from bank statements PDFs without any delays from having a human-in-the-loop
- Bank Statement SummaryGet a holistic view of a company’s deposits, withdrawals, debt payments, NSF fees and more on a monthly basis
- Cash Based P&LSee how a company is performing on the top and bottom line over time – with aggregate and line-item level projections
- Company PredictionsSee the likelihood that a company will incur an NSF fee based on historical performance
- Loan Repayment PredictionPredict the likelihood that a loan will be repaid based on historical bank transactions
- Direct Plaid IntegrationConnect your customer’s bank accounts directly to Heron to get a continuous live stream of their transaction data
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

Bank Statement Summary

We can turn your bank data including PDFs into a clear, concise Bank Statement Summary - highlighting deposits, revenue, withdrawals, MCA debits, NSF days and more - on a monthly basis

Simple, clean output

Understand a business’ month-to-month financial position in seconds

Next step

Bank Statement Summary

See debt sources

Our debt summary includes sources, frequency, and average payment

Next step

Bank Statement Summary

Create a customizable company overview

Pick the metrics that matter to you and quickly understand applicants’ financial health and each individual applicant stacks up with their peers

Book a demo!