See Every Existing Lending Position — Instantly

Heron automatically detects MCAs, loans, and debt obligations from bank statement transactions. No manual scrubbing. No stacking surprises.

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Try It Yourself

Click through a walkthrough — see how positions are extracted from real bank statement data.

What You Get with Positions

Every position detected, categorized, and delivered alongside revenue, NSFs, and fraud flags.

Auto-Detect Positions

ML models trained on billions of transactions identify every MCA, term loan, line of credit, and recurring debt payment in the statement.

Stacking Risk Flags

Applicants with multiple active positions are flagged automatically so your team can assess stacking risk before funding.

Results in Seconds

Positions are extracted the moment a bank statement is processed — alongside revenue, NSFs, and fraud signals. One upload, full picture.

Position Summary Scorecard

Total debt load, number of active positions, payment frequency, and position trends over time — all in one aggregated view.

API & CRM Sync

Position data flows directly into Salesforce, Zoho, or your custom system via REST API. No copy-paste. No re-keying.

SOC 2 Type II Certified

Enterprise-grade security with SOC 2 Type II certification. Your applicants' financial data is handled with the highest standards.

See What's Hiding in Your Applicants' Statements

Book a 15-minute walkthrough and see how position detection plugs into your underwriting workflow.

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Customer testimonials

What our customers say...

We’re adding more every day - if you handle a large volume of documents, ask us how we can help.

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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

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

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

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.