Heron Data logo — We help 150+ MCA Funders, Fintechs, Insurers and more automa...

Heron Data

We help 150+ MCA Funders, Fintechs, Insurers and more automate document heavy work.

Founded 2020 United States New York, United States 58 employees Series A Total: $17.33M Fintech, Platforms

General Information

Company Name Heron Data
Founded Year 2020
Location United States New York, United States +2
Employees 58
Industries Fintech, Platforms
Funding Stage Series A
Social

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About Heron Data

Heron Data is a burgeoning player in the Fintech and Platforms sectors, founded in 2020 and headquartered in the United States. Their mission, encapsulated in the slogan, "We help 150+ MCA Funders, Fintechs, Insurers and more automate document-heavy work," highlights their commitment to simplifying complex processes for their clients.

Leveraging cutting-edge advancements in AI and LLMs, Heron Data focuses on automating document-intensive workflows, notably underwriting processes for insurance and small business financing. Serving over 150 customers across industries such as SMB Financing and Insurance, the company processes tens of thousands of documents daily, ensuring speed, accuracy, and fairness.

Having secured a $16.00M Series A investment on 01 July 2025 from notable investors including BoxGroup, Insight Partners, Y Combinator, and Flex Capital, the company is poised for significant growth in automating critical business operations.

Taxonomy: Document Automation, Workflow Automation, Insurance Underwriting, Small Business Lending, Specialty Finance, Fintech Solutions, Data Extraction, Transaction Categorization, Bank Statement Analysis, SMB Financing, Equipment Financing, Document Intelligence, AI-Powered Solutions, Data Enrichment

Services & Products

Document intake and management
Data extraction and parsing
Data enrichment and analysis
Automated decision-making processes
Workflow integration with CRM

Target Customers

SMB Finance firms Funders Brokers Insurance companies Financial technology companies

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 4
Investor Investor Investor Investor
01 Jul 2025
Seed •••••• 7
Investor Investor Investor Investor Investor
•••• ••••
01 Sep 2020
Seed •••••• 1
Investor
01 Jun 2020

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FAQ About Heron Data

We help 150+ MCA Funders, Fintechs, Insurers and more automate document heavy work.
Heron Data was founded in 2020.
Heron Data is headquartered in New York, United States.
Heron Data operates in the following industries: Fintech, Platforms.
Heron Data has approximately 58 employees.
Heron Data has completed 3 funding rounds, raising a total of $17.33M. The latest funding stage is Series A.
Heron Data offers: Document intake and management, Data extraction and parsing, Data enrichment and analysis, Automated decision-making processes, Workflow integration with CRM.
Top alternatives and competitors to Heron Data include Yesautomate, SearchExpress Document Management, SortSpoke, Flextract, Infrrd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Heron Data and Yesautomate are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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