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Spend Less Time on Paperwork, More Time on Growing Your Business

  • Effortless Sync: Auto-sync data from application form, bank statements and financial statements direct to your CRM
  • Seamless File Management: Automatically rename files to your schema and push to your CRM without needing to drag and drop.
  • Reduce Fraud Risk: Auto-detect fraudulent bank statements and financial statements.
  • Instant Credit Analysis: Gain instant picture of an applicant’s financial health from bank statement and financial statement spreading, and route appropriately.
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Trusted by

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Don’t Risk Falling Behind!
Trusted by 100+ Companies to Eliminate Repetitive Tasks and Boost Productivity.

Manual data entry slowing you down!

Find out how we can help you do business faster

SMB Finance
SMB Finance

Setting Dynamic Limits for Torpago

50%

Increase in Revenue

96%

Underwriting Time Saved

“We’ve been able to process applications more efficiently, reducing underwriting turnaround time by 96%, and improved our cash coverage ratio for customers by up to 10x. We’re excited to continue to grow with Heron!”

Brendan Coons Torpago Short
— 
Brendan Coons
Director of Risk
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SMB Finance
SMB Finance

From 10 minutes to 10 seconds: enabling Constrafor to make faster decisions

99%

decrease in credit review time

Traditionally, we would have to manually review financial documents to build tables evaluating risk and the creditworthiness of subcontractors. Heron analyzes all of those historical records and evaluates fraud risk automatically within 5 seconds. Literally like 5 seconds.

Alay Mehta (Constrafor)
— 
Alay Mehta
Director of Operations
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SMB Finance
SMB Finance

Levo Funding grows volume without making additional hires

41%

decrease in processing time

~$40k

in annual cost savings

— 
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Discover How Heron Speeds Up Underwriting for Customers

Merchant Cash AdvanceMerchant Cash Advance

Built to help you fund more deals

Auto-scrub and kick-out

Auto-scrub and kick-out

Not affiliated with one of your competitors
Plaid integration

Plaid integration

SOC2, GDRP, CCA compliant
Cash-based P&L

Cash-based P&L

Parsing over 30k documents every day
Fraud detection

Fraud detection

by over 100 financial and professional services firms

Trusted by

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Instantly Parse and Validate Every Document Driving Your Business

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Bank Statements
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Financial Statements
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Tax Returns
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Equipment Purchase Agreements
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Equipment Credit Applications
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Drivers License
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Bank Statements
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Financial Statements
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Tax Returns
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Equipment Purchase Agreements
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Equipment Credit Applications
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Drivers License
and many more..

Works With Your Existing Systems—
No New Software Needed

Salesforce
Salesforce
Leasepath
Leasepath
Cloudsquare
Cloudsquare
Tasksuite
Tasksuite
Novidea
Novidea
Veruna
Veruna
Duck Creek
Duck Creek
Ask if we support your system!

Independent, Enterprise-Grade Software You Can Trust

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Independent

Not affiliated with one of your competitors

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Secure

SOC2, GDPR, CCA compliant

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Robust

Parsing over 30,000 documents every day

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Trusted

by over 130 financial and professional services firms