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

Pricing for Heron Data

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Contact Heron Data for current plans, volume pricing, and enterprise terms.

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

Entry option: Free plan
Starting price: unknown

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

Entry option: Free plan
Starting price: unknown

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

Entry option: Free plan
Starting price: unknown

Heron ChecksValidates submissions against custom business rules, underwriting criteria, and compliance requirements with automatic flagging and exception routing.

Entry option: Free plan
Starting price: unknown

Heron AnalyticsExtracts KPIs, financial metrics, and business insights from documents with configurable portfolio-wide dashboards.

Entry option: Free plan
Starting price: unknown

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

Entry option: Free plan
Starting price: unknown

Trust profile

Security and compliance

SOC 2 Type II

SOC 2 Type I

ISO 22301

Data encryption utilized

Encryption key access restricted

Unique account authentication enforced

Production application access restricted

Asset disposal procedures utilized

Portable media encrypted

Code of Conduct acknowledged by contractors

Control self-assessments conducted

Vulnerability and system monitoring procedures established

Internal security procedures

Continuity and Disaster Recovery plans established

Continuity and Disaster Recovery plans tested

Cybersecurity insurance maintained

Data retention procedures established

Customer data deleted upon leaving

Data classification policy established