Heron

herondata.io

Heron Data automates document-heavy workflows for financial services using AI-powered open banking APIs.

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HQNew York

Employees11-50

Funding$17.3M

9 active roles

FintechAI ApplicationB2B SaaSSeries A$10M-$50M

About

Heron Data provides open banking APIs for banks and financial institutions and AI-powered document automation to streamline underwriting, onboarding, and compliance workflows. It converts bank transaction data into structured insights, automates document intake, parsing, enrichment, and integrates with CRMs to accelerate lending and risk analysis. The product targets lenders, brokers, and fintechs, generating revenue via a SaaS model with enterprise-grade security and compliance (SOC 2, GDPR, etc.).