Independent, Enterprise-Grade Software You Can Trust

Automate your document-heavy workflows — from ingestion to insights to integration — all within one command center.

Trusted by 200+ funders, brokers, and fintechs.
Powering underwriting for MCA, revenue-based financing, term loans, lines of credit, and SBA deals.

Access, controlled

Log in with the SSO your team already uses, with MFA on every account. Role-based permissions mean underwriters, ops, and admins each see exactly what they should, and nothing more.

name@yourfund.com
CONTINUE WITH SSO
CONTINUE WITH GOOGLE [TK]
MFA REQUIRED ✓

Security you can verify

AICPA SOC 2
SOC 2 Type II

Audited annually by an independent assessor, covering every core system that touches customer data.

Penetration tested

Annual third-party penetration testing, plus continuous internal vulnerability scanning.

Self-serve trust page

The SOC 2 report, pentest results, and completed questionnaires, available to customers, investors, and partners on our Vanta Trust page.

GDPR and CCPA compliance
GDPR and CCPA

Compliant with both, with standard contractual clauses in place for cross-border transfers.

Our team makes sure everything works

Heron engineers work hands-on to design workflows and make sure they perform. Even if your system is held together with duct tape and Excel macros.

The Heron team on the Brooklyn Bridge

Deals are won and lost in minutes.
Don’t waste another one.