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We automate document-heavy workflows in financial services and beyond
At Heron, we use the latest advances in AI and LLMs to automate document-heavy workflows. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info. We serve businesses from small companies to FDIC-insured banks in sectors like Small Business Finance and Commercial Insurance.
Heron automates document-heavy workflows in financial services and beyond by organizing, parsing, enriching, and syncing data to CRMs to accelerate decisioning and intake processes. It targets workflows across SMB finance, insurance, and brokerage operations, aiming to reduce manual data handling and improve throughput.
Heron ingests documents from multiple sources (email, bulk upload, or API), classifies them into relevant document types, parses key fields, enriches with machine learning or third-party data, evaluates against policies to trigger actions, and syncs structured data into a system of record or CRM, enabling automated downstream processing and faster approvals.
Who it’s for: SMB finance, insurance, brokers, funders, fintechs, and other enterprise customers with high-volume document intake and underwriting workflows.
Customers: One Team Capital, TFS Financial, Big Think Capital, Pathpoint, Olympus Lending, Secure and Trusted (implied clients through testimonials)
Customer testimonials, 130+ firms trust, 150+ funders/brokers/fintechs integrated, SOC 2/GDPR compliance mentioned
Johannes is the CEO of Heron Data. Before starting Heron Data with two friends, he was an early team member and UK MD for Segovia Technology and most recently led the fast-growing remittance company Taptap Send. Johannes holds a BA in PPE and a Master’s degree in Development Economics, both from Oxford University.
Dom is the CTO of Heron Data. Before Heron Data, he worked in data science at Revolut, Spotify, and Meta. Dom holds a BS in Physics from Yale, and is originally from Hong Kong
Jamie is the COO of Heron Data. Before starting Heron Data with two friends he worked at Knowledge Search firm, AlphaSights. Jamie started and scaled a new commercial function at AlphaSights to $xxm ARR and 20+ people globally in 18 months. Prior to this Jamie was an avid AirBnB host and used his rental income to fund a white tie hire company at the University of Oxford with Johannes (CEO of Heron Data) which they sold in 2016.
Formerly “Open Credit” · why startups rename →
Handl converts documents (invoices, income stabs, custom forms, etc.)…
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