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
- 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
- ISO App ScrubbingParse and classify ISO applications directly from your submissions inbox into your CRM, kick out hard declines, and auto-reply to brokers
- 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
- 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

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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.