Navigating This Documentation

Heron allows you to create entities (“submissions”), upload files or raw data about those entities — bank data, application forms, tax returns, and other sources — and retrieve parsed data from those files in your desired format.

We support a wide variety of use cases, including small business underwriting (for lenders and MCAs), submission intake and other workflows in insurance, case intake for lawyers and many more.

If you have a workflow that you are trying to automate, we would love to help! Feel free to book a call with us to discuss.

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What we enable you to do

To get started with the tutorial, see our Quickstart Guide, or for more detail, navigate to the use case that best describes your workflow.

Core use case:

• 🏦 I want to implement Heron for MCA or cash flow (bank data) underwriting
• 📥 I want to automate submission intake for commercial insurance lines (documentation coming soon!)
• ⛨ I want to automate inspection report processing for commercial insurance lines (documentation coming soon!)
• ⚖ I want to automate my legal case intake (documentation coming soon!)

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Data Flows

To ensure seamless integration with Heron, we offer two different data flows tailored to your specific use case. We strive to make the integration process as user-friendly as possible, and these two data flows cater to various integration requirements, ensuring a smooth and efficient experience for our users.

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Async Data Flow (recommended for cash flow underwriting)

The async data flow delivers fast responses, with a p95 response time of approximately 3 minutes. This data flow is specifically designed for high-accuracy transaction categorization and comprehensive merchant enrichment.

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Sync Data Flow

The sync data flow provides instantaneous responses, making it the ideal choice for fast merchant enrichment tasks such as retrieving logos and cleaning up names.

For a more in-depth understanding of the differences between the sync and async data flows, please refer to our Sync vs Async FAQ page.

Legacy use cases:

• 🔐 I want to lock credit cards to merchants to control spending for certain accounts

• 📈 I want to enrich transactions with merchant information to report on customers’ spending trends

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Need more info?

• Email: Contact [email protected] (new customers) or [email protected] (existing customers).
• Slack: Ask the main Heron contact within your organization for access to the shared Slack!
• Book a call: For existing customers, book a call. If you’re not yet a customer, talk to us!