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Heron Analytics

Lending, credit and underwriting · by Heron Data

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

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What it does

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

  • Document-heavy workflow automation
  • SMB finance underwriting
  • Insurance underwriting
  • Equipment finance
Category
Lending, credit and underwriting
Built for
Financial services and insurance
Users
SMB lenders, Funders, Brokers, Insurance firms
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0

Prices as published by Heron Data, checked Oct 2026.

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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