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Heron Data

Heron Data

AI document automation and bank transaction intelligence

Heron Data is an AI-powered document automation and financial data intelligence platform that helps fintechs, lenders, and financial institutions automate underwriting and financial analysis workflows. The platform ingests bank statements, tax returns, and other financial documents from multiple sources, then classifies, parses, enriches, and categorizes transaction data using LLM-powered models. Heron serves over 150 customers including FDIC-insured banks, equipment financers, and alternative lenders, delivering up to 25x faster underwriting speed.

USE Case

Credit

DATA SEGMENT

Use Case Enablers

Sub-Category

OCR

Risk Assessment Tools

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