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Visualize a company's financial health with our new dashboard18 Feb 2022

Although bank data is the single source of truth of what is going on inside a business, it can be messy and hard to work with in its raw form.

Heron makes bank data far easier to work with by categorizing and enriching unstructured data into a set of metrics representing a company's financial health. For example, our Machine Learning models allow you to recreate a Profit & Loss statement in real-time:

company profit and loss table

Today we are pleased to announce the launch of our underwriting dashboard. The dashboard is a tool Heron customers can use to interact with companies they have sent to our platform. The dashboard both visualizes company's data to give you a quick sense of an applicants' financial health and allows underwriters to deep-dive and re-categorize transactions where they might disagree with an assigned category.

If you are a lender working with bank data and would like to test us out, book a call. We'd love to show you how we can add value to your organization with a free trial.