Release notes

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

Dec 2025 launches

feature 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
feature 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
feature 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
feature 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