Heron Data

Open the dashboard, connect bank feeds, card processors, or accounting exports, and immediately convert raw lines into structured, reliable records. In minutes you’ll see recognizable merchant names with logos and website links, normalized categories, split transfers, and de-duplicated transactions. Developers can drop in the SDK, call a single enrich endpoint, and stream results into a warehouse or lakehouse; product managers prototype category rules and mapping logic in a safe sandbox and promote changes with versioning and audit trails. Every label ships with a confidence score so you can route low-confidence items to review and auto-accept the rest.

Credit and risk teams can assemble a cashflow-driven decision flow without wrangling spreadsheets. Choose a lookback window and compute inflow/outflow trends, seasonality, counterparty concentration, NSF/return events, payroll cadence, and tax remittances. Define thresholds that raise automated flags, and blend model scores with business rules to prequalify prospects. Use cohort views to compare entities, surface anomalies, and export a credit memo with the key metrics, narratives, and supporting evidence. Retrain custom models on your labeled outcomes, monitor lift against rules-only baselines, and embed the score in your funnel to cut time-to-decision from days to minutes while improving consistency.

Product teams can ship customer-facing insights with the same pipeline. Present revenue and runway estimates, burn and spend by category, and a cash-basis P&L that’s easy to understand. Replace cryptic descriptors with friendly merchant details so users recognize charges at a glance. Turn on card controls to allow spending only with detected merchants; near-instant recognition delivers 99%+ precision and recall for approvals and declines. Push enriched transactions into your ERP or accounting tool and auto-suggest matches to invoices and receipts to speed reconciliation and close sooner. Generate weekly or monthly summaries your users can export or receive by email.

Integration is straightforward and secure: encryption in transit and at rest, scoped API keys, role-based access, webhook retries, and idempotent endpoints. Clear docs, sample datasets, and SDKs help you go live quickly; observability hooks and sandboxes make testing painless. Stream events to trigger alerts, produce stakeholder reports, or personalize support—use the same classifiers to route tickets and draft helpful replies. If your go-to-market stack needs it, sync enriched firmographics to your CRM, fill missing fields in real time, score leads, track technographic and intent signals, and build org charts so sales can prioritize outreach with context and timing.