Heron Data, founded in 2020, develops AI-powered automation software aimed at eliminating document-heavy workflows in financial services. The company's platform handles the entire document lifecycle for its clients, including intake, data extraction, enrichment, and validation for over 50 document types such as bank statements, tax returns, and insurance forms. The technology processes over 500,000 files per week with reported reductions in submission-to-decision and deal processing times of up to 60% and 80%, respectively.
The Heron Data platform integrates data directly into customers' CRM or systems of record. It serves over 150 customers across industry verticals including FDIC-insured banks, insurers, fintechs, and brokers. The company's core technical domains include artificial intelligence, large language models, and document processing.
Heron Data has raised $16.6 million in Series A funding. The company maintains a presence in New York and London, operating in both the US and UK markets.
