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Heron Data

We automate document-heavy workflows in financial services and beyond

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Metric Details
Industry B2B
Batch Summer 2020
Team Size 26 members
Focus Tags
FintechSaaSB2BAI
API Support ✅ Available
Description 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.