Use Cases
- Merchant Cash AdvanceIdentify existing revenue-based debt obligations, deposits and withdrawals
- 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
- 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
- Company PredictionsSee the likelihood that a company will incur an NSF fee based on historical performance
- 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

Direct Plaid Integration

Instead of PDFs, send data from banking APIs like Plaid, Finicity, Yodlee, TrueLayer, and many more. For Plaid, you can leverage our low-code direct link solution.

Simple, low-code access

Directly connect Heron to your customer’s Plaid accounts with a simple API request

Next step

Direct Plaid Integration

Historic data

We will all fetch historical transactions for the connected accounts, without you having to send them to us

Next step

Direct Plaid Integration

Automatic updates

We will automatically add new transactions whenever there is an update

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