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.
Where Heron Data ranks
Current edition · updated Oct 20, 2026About 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.
Products
Automates document capture from email, portals, and APIs with intelligent classification, metadata tagging, and routing to processing workflows.
Extracts structured data from 20+ document types including bank statements, financial forms, and handwritten/scanned documents with 99.5% accuracy.
Enhances parsed data with third-party APIs, internal logic, and industry databases including risk scores, merchant IDs, NAICS codes, and address validation.
Validates submissions against custom business rules, underwriting criteria, and compliance requirements with automatic flagging and exception routing.
Extracts KPIs, financial metrics, and business insights from documents with configurable portfolio-wide dashboards.
Sends processed document data to 100+ business applications via API with real-time synchronization and audit trails.
What customers say
“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.”
“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.”
“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.”
- Case study
TFS Financial uses Heron to ingest lender decision emails, match files to applications and update its systems automatically. Heron reports more than 4,000 decisions automated monthly, saving workload equivalent to two…
Case study - Case study
Constrafor uses Heron for automated financial analysis and post-funding monitoring in construction finance. The vendor-published story reports manual assessments previously taking 15–25 minutes were reduced to under ten…
Case study - Heron Checks
NBS uses Heron Parsers to extract broker submissions into its portal and Heron Checks to screen appetite and document inconsistencies. Heron reports roughly 50% less underwriting time per case and 25–40% more cases…
Case study
Security and compliance
As reported by Heron Data. Ask for audit reports before you buy.
- SOC 2 Type IICompliant
- SOC 2 Type ICompliant
- ISO 22301Compliant
- 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
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