Heron
Underwriting automation for small business finance
Heron is an underwriting automation platform for small business finance and insurance, covering MCA, term loans, SBA, lines of credit, and commercial insurance. It takes submissions arriving by forwarded email, API, or portal, extracts and verifies data from bank statements, applications, and other documents, applies customer-defined credit policy rules, and delivers decision-ready deals to CRM or PAS systems.
The platform includes Heron Intake for receiving and classifying files, Parsers for extraction and validation, Enrichers for normalizing and augmenting data with sources such as Secretary of State records and court filings, Checks for applying business rules, Analytics for surfacing financial and operational metrics, and Relay for syncing outcomes to downstream systems. It also offers cashflow analytics, background and identity checks, fraud detection, and auto-decisioning against configured policies.
Heron is built for funders, brokers, fintechs, and insurance teams handling document-heavy underwriting workflows. Access is controlled through SSO, MFA, and role-based permissions, with SOC 2 Type II, penetration testing, and GDPR and CCPA compliance. Pricing details are not published; interested teams can get started through the site's contact flow.
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