Heron Data

Heron's AI automates document intake, data extraction, enrichment, and syncs structured data directly to CRM or system of record. Operates under Open Credit Technologies, Inc.

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Founded: Not disclosed
Headquarters: New York City, NY, USA
Company size: Not disclosed
Products tracked: 6

Products by Heron Data

6 products

Heron IntakeAutomates document capture from email, portals, and APIs with intelligent classification, metadata tagging, and routing to processing workflows.0.00 reviewsDocument Processing

Heron ParsersExtracts structured data from 20+ document types including bank statements, financial forms, and handwritten/scanned documents with 99.5% accuracy.0.00 reviewsDocument Processing

Heron EnrichersEnhances parsed data with third-party APIs, internal logic, and industry databases including risk scores, merchant IDs, NAICS codes, and address validation.0.00 reviewsLending, Credit & Underwriting

Heron ChecksValidates submissions against custom business rules, underwriting criteria, and compliance requirements with automatic flagging and exception routing.0.00 reviewsLending, Credit & Underwriting

Heron AnalyticsExtracts KPIs, financial metrics, and business insights from documents with configurable portfolio-wide dashboards.0.00 reviewsLending, Credit & Underwriting

Heron RelaySends processed document data to 100+ business applications via API with real-time synchronization and audit trails.0.00 reviewsData Integration & ETL

Rankings

Appears in these rankings

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Financial Services & InsuranceClassify Documentsvia Heron Intake#1Documents & Records Financial Services & InsuranceRoute Documentsvia Heron Intake#1Documents & Records Financial Services & InsuranceExtract Document Datavia Heron Parsers#3Documents & Records

Customer voice

Customer testimonials

Quotes published on Heron Data's official website.

We used to be online at 10 p.m. and work until 1 a.m. just entering applications. With Heron, we're finally out from behind the keyboard — we're meeting partners, traveling, growing the business. That just wasn't possible before.

Matthew SapnarOriginal

Two weeks after turning on Heron, our 25-person offshore data entry team went to zero. We moved 7 of our 10 in-house folks into underwriting or pre-underwriting roles. That kind of time savings is invaluable.

Brian MullinsOriginal

Rather than uploading decisions all day, my team can now focus on making sure the right applications get to the right lenders — and that we're getting approvals back faster for our customers.

Sydney StewartOriginal

Customer outcomes