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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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Case studies
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
How it works
Discover How Heron Speeds Up Underwriting for Customers


Features
Built to help you fund more deals
Auto-scrub and kick-out
Not affiliated with one of your competitors
Plaid integration
SOC2, GDRP, CCA compliant
Cash-based P&L
Parsing over 30k documents every day
Fraud detection
by over 100 financial and professional services firms
Trusted by
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Document types
Instantly Parse and Validate Every Document Driving Your Business
Bank Statements
Financial Statements
Tax Returns
Equipment Purchase Agreements
Equipment Credit Applications
Drivers License
Bank Statements
Financial Statements
Tax Returns
Equipment Purchase Agreements
Equipment Credit Applications
Drivers License
and many more..
Integrations
Works With Your Existing Systems— No New Software Needed
Salesforce

Leasepath
Cloudsquare
Tasksuite
Novidea
Veruna
Duck Creek
Ask if we support your system!
Secure and Trusted
Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitors

Secure
SOC2, GDPR, CCA compliant
Robust
Parsing over 30,000 documents every day
Trusted
by over 130 financial and professional services firms