Visualize a company's financial health with our new dashboard

Use Cases
- Merchant Cash AdvanceGet from application to decision in < 5 minutes with ISO application scrubbing & bank statement parsing
- Equipment FinancingParse documents (applications, 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 InsuranceHeron helps MGAs and Carriers automate their submission & claim intake processes for commercial lines
- Commercial LitigationOrganize case file correspondence by automatically ingesting email & pdf attachments (contract, repayment history), extract key info & create a case file in CRM
- Other Use CasesSave your team hours of manual work and automate any document-heavy workflow with Heron
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

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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:

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.