Trusted by 150+ Customers
Heron
- Technological Innovation
- High-Quality Standards
- Strong R&D Investment
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Competitor D
- Innovation vs. Tradition
- Product Performance
- Market Positioning
Get Started with Heron
How it works
This is an extremely simple and straightforward process.
Forward Your Submissions
Simply forward submission emails to your unique Heron inbox or bulk upload documents. No changes to your current workflow required.
Automatic Document Classification
Our AI instantly identifies and classifies each document type - bank statements, applications, tax returns, financial statements, and more.
Extract Key Data Points
We parse every document and extract critical information: true revenue, existing debt positions, NSF frequency, business details, and fraud indicators in under 30 seconds.
Validate & Flag Issues
Documents are validated for accuracy and automatically flagged against your credit policies (states, industries, minimum requirements) to decline unqualified deals instantly.
Populate Your CRM
All extracted data automatically populates into your existing CRM system, creating new records or updating existing ones so your underwriters can focus on decision-making, not data entry.
What our customers say...
We’re adding more every day - if you handle a large volume of documents, ask us how we can help.
We want this information on every deal...Heron is positioned at the top of our funnel because it’s handling the most important data.
We used to be online at 10 p.m. and work until 1 a.m. just entering applications. With Heron, we’re finally out from behind the keyboard — we’re meeting partners, traveling, growing the business. That just wasn’t possible before.
Heron saves a ton of time for our adjusters. These are highly analytical people, you want them using their brain for adjudication, not thinking about manually copying information.
“Two weeks after turning on Heron, our 25-person offshore data entry team went to zero. We moved 7 of our 10 in-house folks into underwriting or pre-underwriting roles. That kind of time savings is invaluable.
The OCR piece is obviously valuable, but everybody does that. What made us choose Heron was its ability to plug directly into our intake workflow, automate submission processing, and integrate deeply with our underwriting system.
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We’re more consolidated and organised in the underwriting space now. And candidly — we’re funding more deals.
If we got a straight-through application... we could get a quote out the door in five minutes. Before, it was 24 hours.
Heron is quite easily number one in importance for our tech stack...Realistically, you are not going to be able to put together an educated view of someone’s account if you’re only doing open banking-based underwriting.
Frequently asked questions
Everything you need to know about the product and billing.
Our pricing is customized based on your volume and specific needs. We work with funders processing anywhere from 50 to 1,000+ deals monthly, and pricing varies accordingly. We're happy to provide a custom quote during your demo call based on your current submission volume and requirements. Most customers find our solution costs significantly less than hiring additional underwriters while handling much higher volumes.
Yes, we have 100% bank statement coverage including small credit unions, scanned statements, and month-to-date reports. Our AI handles 95% automatically in under 30 seconds. For the remaining 5% (poor image quality, unusual formats), we have a human backup review team that processes them within 10 minutes, ensuring you never get stuck with an unreadable document.
No technical knowledge required. You simply forward submission emails to your unique Heron inbox, and we handle everything automatically. For CRM integration, our team handles the entire setup process at no additional cost. Most customers are up and running within a few days without any IT involvement.
We integrate with all major CRMs including Salesforce, Zoho, LendSaaS, CloudSquare, and others. Our team handles the entire integration setup at no additional cost. We can either create new records or update existing ones, and you tell us exactly which fields to populate.
Our AI has been trained on millions of financial documents and achieves higher accuracy than manual review. We also run fraud detection and validation checks on every document. In the rare case of an error, we have human review backup, and our system learns from corrections to improve accuracy over time. Most customers see fewer errors than their previous manual processes.
Timeline depends on your specific setup and integration requirements. Some customers with simpler needs can start processing submissions within days, while more complex integrations may take longer. We offer a free trial where you can forward real submissions and see actual results before committing. During your demo call, we'll provide a realistic timeline based on your current systems and requirements.