How Heron Helps 150+ Funders Win More Deals Without Scaling Headcount

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Heron

✅ 100% bank statement coverage (including small credit unions)

✅ 30-second processing time

✅ Human backup review for edge cases

✅ Integrates directly with your workflow

✅ Fraud detection and validation built-in

✅ Extracts MCA debt positions and payment schedules

✅ SOS, NAICS, Courts Enrichers, Address Validation, Business Presence Searches

✅ No setup fees

✅ Processes 100,000+ documents daily
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Others

❌ Variable coverage (60-90%)

❌ 2-10+ minutes per bank statement

❌ Human error prone and inconsistent

❌ Requires offshore teams or additional FTEs

❌ Generic document parsing only

❌ No industry-specific MCA features

❌ Manual business verification needed

❌ $2000+ per FTE monthly cost or limited functionality

❌ No scalability without hiring more staff

❌ Setup complexity and integration challenges

Get Started with Heron

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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.

Matthew Sapnar
Matthew Sapnar
President and Co-Founder, One Team Capital

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.

Brian Mullins
Brian Mullins
Chief Technology Officer (CTO)

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.

We’re more consolidated and organised in the underwriting space now. And candidly — we’re funding more deals.

Doug Christison
Doug Christison
CEO at Olympus Lending

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.