We know that integrating a transaction enrichment API can take time, especially when you have limited tech resources. We also know that sometimes API integrations don’t work for every bank and so customers or intermediaries can end up sharing CSVs which are time-consuming to review.
Our customers can now manually upload CSV files in our dashboard in both of these cases. For any company, click the Transactions dropdown, select the desired upload method, follow the steps and let our industry-leading ML do the rest.
You can upload multiple files for the same company if you want to add additional transactions over time and we’ll do all the work to provide you with a single, unified view.
If you are a lender working with bank data and would like to test Heron out, book a call. We’d love to show you how we can add value to your organization with a free trial.