[home](/content/site-root.html) \\ \\ Product Launches\\ \\ Sep 4, 2025\\ \\ **Heron’s Broker Product: Turn Funder Offer Emails Into Instant CRM Updates**\\ \\ All Announcements Bird’s Eye View Company Updates Product Launches Insights Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. \\ \\ Insights\\ \\ Jan 29, 2026\\ \\ All\\ \\ **Loan Origination System Workflow for Business Funding**\\ \\ \\ \\ Insights\\ \\ Jan 29, 2026\\ \\ All\\ \\ **5 Best Data Extractor Tools for Business Loan Documents in 2026**\\ \\ \\ \\ Insights\\ \\ Jan 26, 2026\\ \\ All\\ \\ **Document Fraud in Business Funding (2026 Guide)**\\ \\ \\ \\ Insights\\ \\ Jan 26, 2026\\ \\ All\\ \\ **Loan Origination System for Business Loans Guide**\\ \\ \\ \\ Insights\\ \\ Jan 23, 2026\\ \\ All\\ \\ **Lending Verification for Business Loans: Step-by-Step Guide**\\ \\ \\ \\ Insights\\ \\ Jan 23, 2026\\ \\ All\\ \\ **AI for Underwriting: A Practical Guide to Faster Reviews**\\ \\ \\ \\ Insights\\ \\ Jan 22, 2026\\ \\ All\\ \\ **5 Best CRM for Financial Services in 2026**\\ \\ .png)\\ \\ Insights\\ \\ Jan 22, 2026\\ \\ All\\ \\ **Overview of Automated Loan Processing and How to Get Started**\\ \\ \\ \\ Insights\\ \\ Jan 20, 2026\\ \\ All\\ \\ **What Is Document Classification Software for Funders & Brokers?**\\ \\ \\ \\ Insights\\ \\ Jan 19, 2026\\ \\ All\\ \\ **8 Insurance Underwriting Best Practices for Better Workflows**\\ \\ \\ \\ Product Launches\\ \\ Jan 19, 2026\\ \\ All\\ \\ **Introducing Heron Automatic File Renaming**\\ \\ \\ \\ Insights\\ \\ Jan 5, 2026\\ \\ All\\ \\ **5 Best Insurance Workflow Software to Simplify Your Operations**\\ \\ \\ \\ Insights\\ \\ Jan 5, 2026\\ \\ All\\ \\ **Top 5 Tools to Automate Risk Assessment Processes**\\ \\ \\ \\ Insights\\ \\ Dec 30, 2025\\ \\ All\\ \\ **Digital Loan Processing: A Simple Guide for Lending Teams**\\ \\ \\ \\ Insights\\ \\ Dec 30, 2025\\ \\ All\\ \\ **5 Best KYB Solutions for Business Verification in 2026**\\ \\ \\ \\ Insights\\ \\ Dec 29, 2025\\ \\ All\\ \\ **Automated Document Verification for Faster Business Reviews**\\ \\ \\ \\ Insights\\ \\ Dec 26, 2025\\ \\ All\\ \\ **Bank Statement Reader for Lending & Underwriting Teams**\\ \\ \\ \\ Insights\\ \\ Dec 26, 2025\\ \\ All\\ \\ **What Is a Loan Processing Workflow? A Simple, Clear Breakdown**\\ \\ \\ \\ Insights\\ \\ Dec 25, 2025\\ \\ All\\ \\ **6 Best Financial Data Extraction Software for Faster Reviews**\\ \\ \\ \\ Insights\\ \\ Dec 25, 2025\\ \\ All\\ \\ **Complete KYB Checklist for MCA Funders & Brokers**\\ \\ \\ \\ Insights\\ \\ Dec 24, 2025\\ \\ All\\ \\ **Automated Identity Verification for Funders and Brokers**\\ \\ \\ \\ Insights\\ \\ Dec 24, 2025\\ \\ All\\ \\ **Will AI Replace Underwriters? (2026 Guide)**\\ \\ \\ \\ Insights\\ \\ Dec 23, 2025\\ \\ All\\ \\ **What Is Loan Origination Software? A Simple Guide**\\ \\ \\ \\ Insights\\ \\ Dec 23, 2025\\ \\ All\\ \\ **5 Best File Analyzer Tools for Lending and Underwriting Teams**\\ \\ \\ \\ Insights\\ \\ Dec 22, 2025\\ \\ All\\ \\ **What Is KYB (Know Your Business) Verification?**\\ \\ \\ \\ Insights\\ \\ Dec 22, 2025\\ \\ All\\ \\ **7 Underwriting Tools Every Insurance Broker Should Know**\\ \\ \\ \\ Insights\\ \\ Dec 19, 2025\\ \\ All\\ \\ **Document OCR Technology: Where Lenders Can Use It**\\ \\ %20(1).png)\\ \\ Insights\\ \\ Dec 19, 2025\\ \\ All\\ \\ **AI in Lending: Benefits, Applications & More**\\ \\ .png)\\ \\ Bird’s Eye View\\ \\ Dec 18, 2025\\ \\ All\\ \\ **Life as an SDR at Heron: If the Email Doesn't Work, Get on a Plane**\\ \\ \\ \\ Insights\\ \\ Dec 18, 2025\\ \\ All\\ \\ **What Is an Unsecured Loan and How Does It Work?**\\ \\ \\ \\ Insights\\ \\ Dec 18, 2025\\ \\ All\\ \\ **8 Lending Software Solutions You Need to Know**\\ \\ \\ \\ Insights\\ \\ Dec 17, 2025\\ \\ All\\ \\ **Manual Underwriting: Where It's Used & How Automation Helps**\\ \\ %20(1).png)\\ \\ Insights\\ \\ Dec 17, 2025\\ \\ All\\ \\ **How AI Makes Loan Processing Faster and Better**\\ \\ \\ \\ Insights\\ \\ Dec 16, 2025\\ \\ All\\ \\ **Document Automation for Insurance: Is It Worth It?**\\ \\ \\ \\ Insights\\ \\ Dec 15, 2025\\ \\ All\\ \\ **Your Handy Guide to Fraud Document Detection**\\ \\ \\ \\ Insights\\ \\ Dec 15, 2025\\ \\ All\\ \\ **A Guide to Loan Processing Automation for Funders**\\ \\ \\ \\ Insights\\ \\ Dec 4, 2025\\ \\ All\\ \\ **5 Insurance Broker Software Solutions You Should Try Out**\\ \\ \\ \\ Insights\\ \\ Dec 4, 2025\\ \\ All\\ \\ **Bank Statement Parser: What Can It Do for Funders?**\\ \\ \\ \\ Insights\\ \\ Nov 27, 2025\\ \\ All\\ \\ **7 Best Bank Statement Extraction Software for Faster Workflows**\\ \\ \\ \\ Insights\\ \\ Nov 27, 2025\\ \\ All\\ \\ **5 Federato Competitors to Consider for Insurance Underwriters**\\ \\ \\ \\ Insights\\ \\ Nov 26, 2025\\ \\ All\\ \\ **What Is AI Document Processing And How Can It Save Your Time?**\\ \\ \\ \\ Insights\\ \\ Nov 24, 2025\\ \\ All\\ \\ **Top 6 Business Verification Services and Software for Funding Checks**\\ \\ \\ \\ Insights\\ \\ Nov 24, 2025\\ \\ All\\ \\ **Your Complete Guide to Bank Statement OCR**\\ \\ \\ \\ Insights\\ \\ Nov 20, 2025\\ \\ All\\ \\ **6 Benefits of Underwriting Automation for Faster Decisions**\\ \\ \\ \\ Insights\\ \\ Nov 20, 2025\\ \\ All\\ \\ **5 Bank Statement Scanning Software for Underwriting Teams**\\ \\ \\ \\ Insights\\ \\ Nov 17, 2025\\ \\ All\\ \\ **Bank Statement Processing: What It Is And How It Works**\\ \\ \\ \\ Insights\\ \\ Nov 17, 2025\\ \\ All\\ \\ **Web Presence Analysis: A Guide for Funders**\\ \\ .jpg)\\ \\ Insights\\ \\ Nov 13, 2025\\ \\ All\\ \\ **Heron Launches Real-Time Secretary of State Verification: Eliminating the 250-Hour Monthly Bottleneck**\\ \\ \\ \\ Insights\\ \\ Nov 12, 2025\\ \\ All\\ \\ **What Are KYB Requirements and Why They Matter**\\ \\ \\ \\ Insights\\ \\ Nov 12, 2025\\ \\ All\\ \\ **7 Instant Court Records Search Software for Fraud Prevention**\\ \\ .jpeg)\\ \\ Insights\\ \\ Nov 7, 2025\\ \\ All\\ \\ **Your Handy Guide to KYB Business Verification**\\ \\ \\ \\ Insights\\ \\ Nov 7, 2025\\ \\ All\\ \\ **How Credit Process Automation Speeds Credit Decisions**\\ \\ \\ \\ Insights\\ \\ Oct 30, 2025\\ \\ All\\ \\ **Cash Flow Lending Analysis: What You Need to Know**\\ \\ \\ \\ Insights\\ \\ Oct 28, 2025\\ \\ All\\ \\ **6 Best Credit Decision Tools for Faster Lending Processes**\\ \\ \\ \\ Insights\\ \\ Oct 28, 2025\\ \\ All\\ \\ **5 Top Ocrolus Competitors Every Funder Should Consider**\\ \\ \\ \\ Insights\\ \\ Oct 27, 2025\\ \\ All\\ \\ **4 Strategies to Achieve Ideal Underwriting Efficiency**\\ \\ \\ \\ Insights\\ \\ Oct 24, 2025\\ \\ All\\ \\ **A Guide to Enterprise OCR Solutions (+ Benefits and Use Cases)**\\ \\ \\ \\ Insights\\ \\ Oct 24, 2025\\ \\ All\\ \\ **5 Best Enterprise OCR Software for Document Processing**\\ \\ \\ \\ Insights\\ \\ Oct 22, 2025\\ \\ All\\ \\ **A Full Guide to Automation in Insurance Underwriting**\\ \\ \\ \\ Insights\\ \\ Oct 22, 2025\\ \\ All\\ \\ **Financial Workflow Automation: Benefits and Best Practices**\\ \\ \\ \\ Insights\\ \\ Oct 20, 2025\\ \\ All\\ \\ **Insurance Underwriting Tools: Applications & Benefits**\\ \\ \\ \\ Insights\\ \\ Oct 20, 2025\\ \\ All\\ \\ **How AI-Powered OCR Technology Simplifies Lending Workflows**\\ \\ \\ \\ Insights\\ \\ Oct 17, 2025\\ \\ All\\ \\ **Business Bank Statement Extraction and Parsing Guide**\\ \\ \\ \\ Insights\\ \\ Oct 15, 2025\\ \\ All\\ \\ **5 Best Loan Origination Software to Try in 2026**\\ \\ \\ \\ Insights\\ \\ Oct 8, 2025\\ \\ All\\ \\ **7 Top Document Automation Platform Picks for Financial Services**\\ \\ \\ \\ Insights\\ \\ Oct 7, 2025\\ \\ All\\ \\ **5 Best Bank Statement Verification Software Solutions in 2026**\\ \\ %20(1).png)\\ \\ Insights\\ \\ Oct 6, 2025\\ \\ All\\ \\ **Top 5 Document Fraud Detection Software for MCA Brokers**\\ \\ %20(1).png)\\ \\ Insights\\ \\ Oct 2, 2025\\ \\ All\\ \\ **6 Benefits That Make Financial Statement Automation Worth It**\\ \\ .png)\\ \\ Insights\\ \\ Oct 1, 2025\\ \\ All\\ \\ **Intelligent Document Processing: Benefits, Use Cases, And More**\\ \\ \\ \\ Bird’s Eye View\\ \\ Jul 18, 2025\\ \\ All\\ \\ **Heron’s GTM Evolution: “Insights from Selling Since Day One”**\\ \\ \\ \\ Bird’s Eye View\\ \\ Jul 17, 2025\\ \\ All\\ \\ **Building Trustworthy AI for the Real World at Heron**\\ \\ \\ \\ Bird’s Eye View\\ \\ Jul 16, 2025\\ \\ All\\ \\ **Raising Capital Isn’t The Goal — Behind The Scenes of Heron's Series A**\\ \\ \\ \\ Product Launches\\ \\ Mar 27, 2025\\ \\ All\\ \\ **Introducing Advanced Industry Prediction & Business Verification**\\ \\ \\ \\ Announcements\\ \\ Feb 24, 2025\\ \\ All\\ \\ **Aurenity, a fast-growing tech-enabled E&S MGA, selects Heron Data to automate submission intake**\\ \\ \\ \\ Announcements\\ \\ Jan 31, 2025\\ \\ All\\ \\ **Insurance provider to the on-demand economy, INSHUR, engages Heron to process Loss Runs**\\ \\ \\ \\ Product Launches\\ \\ Jan 22, 2025\\ \\ All\\ \\ **Heron launches 100% coverage for parsing loss runs**\\ \\ \\ \\ Company Updates\\ \\ Feb 20, 2024\\ \\ All\\ \\ **Heron Data opens New York office**\\ \\ \\ \\ Product Launches\\ \\ Nov 16, 2023\\ \\ All\\ \\ **Turn Merchant Application forms from ISOs into structured data in seconds**\\ \\ \\ \\ Product Launches\\ \\ Nov 22, 2022\\ \\ All\\ \\ **Heron Data launches Bank Statement Parsing & Fraud Detection**\\ \\ \\ \\ Product Launches\\ \\ May 24, 2022\\ \\ All\\ \\ **Understand and benchmark a company in seconds with Heron’s Scorecard**\\ \\ \\ \\ Company Updates\\ \\ Mar 24, 2022\\ \\ All\\ \\ **SOC 2 Type 2 Certified Transaction Categorization and Enrichment**\\ \\ \\ \\ Product Launches\\ \\ Mar 1, 2022\\ \\ All\\ \\ **Start analyzing bank data without writing a single line of code**\\ \\ \\ \\ Product Launches\\ \\ Feb 18, 2022\\ \\ All\\ \\ **Visualize a company’s financial health with our new dashboard**\\ \\ \\ \\ Bird’s Eye View\\ \\ Dec 13, 2021\\ \\ All\\ \\ **How to replicate a Heroku infrastructure in Kubernetes**\\ \\ \\ \\ Company Updates\\ \\ Sep 6, 2020\\ \\ All\\ \\ **Heron raises $1.2m to help FinTechs make sense of bank data**\\ \\