Starting in 2025, Heron Data maintained an ongoing changelog for new product updates & features. For any queries, please contact [email protected] for new customers or [email protected] for existing customers
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2025-07
It’s been a busy few months at Heron, and we’re excited to share some of the latest features and improvements we’ve rolled out to enhance your experience. Here’s a quick overview of what’s new:

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The Nest 🪺

Heron’s Automation Hub is your command center to automate document-heavy workflows — connect sources, extract insights, enrich with context, and send data where it needs to go. Image of the Nest in the Heron Dashboard

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Smart Review with Judge-in-the-Loop

Our new agent now helps identify, verify, and validate parsed data before it reaches you, drasticly increasing parsing accuracy. See a validations summary of the agent’s findings and field-specific suggestions directly in the UI.Image of JITL

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Visualise Document Parsing

Instantly see how Heron extracts data from documents with interactive bounding boxes. Giving you clear, visual context into how we understand your docs - making it easier to trust and verify the data we extract. Image of document parsing visualisation

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Widgets

View your enriched data, in a way that makes sense to you. Our new dashboard widgets let us show you the data we extract in a way that makes sense to you. Whether it’s a table, links, an image generated from enrichment, or a text-based summary of a business’ operations, we can build dynamic UI’s to show you the data you need to make decisions.

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New Enrichers

We’ve added new ways to get insights into your submissions with new enrichers:
  • Business Summary Generation: Get a quick overview of the business’s financial health and operations.
  • Secretary-of-State Checks: Verify business registrations and compliance.
  • HazardHub: Assess environmental risks associated with properties.
  • Cysmo: Gain insights into cybersecurity posture.
  • DataMerch: Access comprehensive data on businesses and individuals.
Connect with us via support if you’d like to enable any of these in your environment or if you have other enrichers you’d like to see!
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2025-05

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Customizable End User Output

  • Heron now supports the ability to translate the output of parsed files into a variety of different customizations:
    1. Set arbitrary policy checks
    2. Show custom results in the Heron dashboard
    3. Export specific views to Excel
    4. Create entities for syncing with your CRM
  • This enables Heron to much more powerfully customize your environment to your needs
  • Reach out to if there are specific checks or views you would like to implement based on the data we extratc!
Image of customized dashboard view

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CRM integrations

  • Heron now integrates with Google Drive, HubSpot
  • Let us know if you have other integrations you would like to add!

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Other

  • Users with multiple environments in Heron (e.g,. dev, staging, production) can access each environment from single login
  • We have a faster, cleaner new end users view, let us know if you would like this enabled!
Image of new end user dashboard
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2025-03

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Restricted industry & NAICS classification

  • Heron now supports 2 industry related features - 1) the ability to specify your restricted industry and for Heron to detect whether an end user belongs in the restricted industry, and 2) NAICS prediction
  • For restricted industry, you can specify the restricted industries in your settings Image of restricted industry setting
  • Based on your specified restricted industries descriptions, we determine whether the end user matches your description. This includes a confidence score and reasoning for why we make that determination Image of restricted industry result
  • We additionally provide both a 4- and 6-digit NAICS code prediction, including a confidence score Image of NAICS prediction
  • This information is available to all customers in the dashboard and via API. You can now set Policies within Heron to reject submissions based on restricted industry or NAICS

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Enhanced Debt Positions Detection

  • Heron has improved our debt position detection in multiple ways:
    1. Enhanced logic for identifying and grouping recurring debt
    2. Introducing an “is_active” indicator on debt summary table, to indicate whether we believe a given debt position is still being paid off
  • This will allow higher accuracy in debt identification, and allow users to more easily see which debt positions are currently relevant
  • This is available in the dashboard, API, and in our Excel export feature Image of debt positions table

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Other

  • Retrigger document processing in UI trigger classification and processing of documents
  • Strengthening Heron core platform we invested in some core Heron platform functionality, so we expect to deliver higher quality features more quickly in the coming months
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2025-02

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End User Entities

  • Heron can now aggregate and reconcile information from different sources
  • e.g., does the extracted company name match between all of application form, bank statement, and voided check?
  • This helps to surface any discrepancies between sources, and creates a “source of truth” for information across different files
  • This feature is live but in beta. Reach out to the Heron team if you are interested in enabling this for your Heron instance! Image of end user entities

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Configurable policy checks 

  • Heron customers can now configure custom policy checks based on your criteria
  • e.g., define custom thresholds for bank statement attributes like the $ threshold for low balance
  • This enables you to further customize kickout rules based on bank statements based on your policies
  • Get started with this today by toggling thresholds in the settings page Image of threshold

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Daily CRM sync report

  • You can now subscribe to a daily report of end users and their CRM sync status
  • e.g., we report on either on sync success, failure, or “kick out” where we have automatically filtered out a submission for you
  • This enables you to have greater visiblity over Heron system reliability and failure cases
  • Reach out to Heron team if you want this enabled!

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Other

  • Better Excel export Information on emails relating to a submission are now included in our Excel export
  • Starred companies Return of the starred button on companies page to help separate companies you want to differentiate
Starred company
  • FICO score extraction Heron now extracts FICO scores when reading application forms
  • Better CRM integrations We sync files to Orgmeter and now support Microsoft Dynamics as CRM
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2025-01

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Upload additional files to existing company profile in Heron via Email

Do you ever receive new information for an existing application on a different thread? Do brokers send stips directly to your ISO rep or upload to a portal instead of replying to the existing email chain?Now each submission in Heron has a unique email address where you and your team can forward files directly to, which will be appended to the existing dealAdd additional bank statements, drivers licenses, voided check with one click

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Data Integrity & Coverage Improvements

Last month we soft-launched our Transaction Data Coverage feature and since then we have massively improved the functionality of it - you will now see it prominently on the Bank and Debt Summary tab, the one-stop shop for managing your data and underwriting a file:
  • Data source discrepancies are now reported and displayed in the front end
  • Users can now reassign any data source to any account ID on the front end
  • Users can enable or disable data source accounts directly from the data coverage chart

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Whitelist Specific IPs to restrict access to Heron

Given the sensitive nature of the data you share with us, we have added the ability to restrict access to certain IP addresses for your users so that they do not access Heron inappropriatelyWe are still planning on launching SSO capabilities this quarter

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Marking Recurring Transactions as MCA Debits

You can now mark certain recurring transactions as specifically MCA related transactions if we are unable to identify the funderThis will automatically include the debits in the MCA debits and holdback percentage columns in the bank statement summary tableAdditionally, our team will be automatically alerted so we can make sure we identify that merchant as an MCA going forward

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Policy Feature Updates

We can now auto-decline any deal if any bank statement has a high anomaly score

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Bank Statement Summary Updates

In addition to showing the number of Overdraft or NSF Fees that a company incurs in a monthly period, we will also show the number of transactions for each month where the resulting balance for that transaction was negative. A company may not receive a fee for all their overdraft transactions so seeing the number of overdraft transactions separately will help in the risk assessment process.

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Balance Table Updates

Added a plot ↔ table toggle to the existing balance chart for improved visualization.Ability to add a user-designated threshold that will highlight any daily balance under that amount

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API updates

The end_user/transactions endpoint now supports filtering by multiple account IDs and category IDsImproved webhook reliability with exponential backoff retries for failed webhooks

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New Scorecard Metrics

A new custom metric was created to track the number of new MCA positions taken in the last 45 days (we previously only shows last 30 days or last 60 days).

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Account Insights

Account data (Owner, Bank Name, Account Number, etc.) from bank statements now populate the Balance Insights table. We were previously only showing this information for Plaid data sources

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Data Coverage & Display

Fixed incorrect data coverage ranges for Plaid data sources.Resolved stacking issues in the Data Coverage chart.Improved performance of the data coverage report endpoint.

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UI/UX Enhancements

Improved the menu dropdown for data coverage bars.Added cursor:pointer to all clickable data coverage bars.Disabled the context menu on missing data bars to prevent unnecessary interactions.

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Bank Statement Summary 

  • Resolved issues where filtering by account caused metrics like Starting Balance, Ending Balance, Avg. Balance, and Negative Days to not update

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Policy Updates

Bank Statement Summary company attributes now default correctly instead of to zero

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Miscellaneous

  • Heron is now able to create Advance objects in Centrex via API
  • Fixed the issue where the auto-decline email was sent multiple times
  • Enhanced counterparty detection from transaction descriptions
These updates are designed to streamline your experience and provide more powerful tools to manage your workflows. We appreciate your feedback and will continue to improve the platform based on your needs.
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2024-12

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Automatically rename files

Files come with a variety of different naming from “statement1.pdf” to “mybankstatement.pdf” to much more outlandish - Now you can normalize filenames based on the type of file and variables extracted from the file, based on a template that you define - e.g., a bank statement can be renamed from “mybankstatement.pdf” to “bank_statement_account_3482_jan_2025.pdf” programmatically - These renamed files can be downloaded directly or synced to CRMs, and can be set up from the dashboard directly in settings

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Inspect data coverage for bank transactions

For submissions with a variety of different sources of bank data it can be difficult to identify which months for which accounts are missing or duplicate - Now you can easily identify which months have missing or overlapping data across all your bank statement PDFs and bank connections (e.g., Plaid) - This is already available for all customers in the Heron Data dashboard

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Respond to email submissions automatically (improved)

It can be difficult to stay on top of email submission inboxes, particularly with spiky volumes - For email submissions that are forwarded to Heron, you can now automate email responses based on the Heron results - For example, Heron can request missing bank statements for submissions missing bank statements - This can be set up by speaking to a member of Heron Data directly

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Populate spreadsheet templates

Often our customers want to populate their own spreadsheet templates in Excel or Google Spreadsheets with Heron Data results, a process which was previously manual - Customers can now automatically populate spreadsheets based on customer-specific templates - This can be set up by speaking to a member of Heron Data directly