Heron Data
p/heron-data
We automate document-heavy workflows using AI
Jamie Parker
Heron Data SMB Insights β€” Turn a CSV of bank transactions into a P&L in 30 seconds
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Leverage our cutting-edge ML and NLP to turn bank / card transactions into a clean and structured cash-based P&L with merchant + balance analytics and projections in seconds. Available in our Dashboard for manual review or via API for automated decisioning.
Replies
Umesh Khanna
Great to see -- excited for the future of fintech with this under everyones toolkit!
Jamie Parker
@umeshkhanna thanks so much for the support! Excited to get the Hatch team on board :D
Jamie Parker
Hey Hunters! Jamie here - one of the Founders of Heron Data. I am really excited to launch our Insights Dashboard. Bit of background - Heron Data makes it easy to clean, label, and categorise transaction data for Fintechs serving SMBs. We turn disparate and messy data sources into clean and standardised metrics and have started with the most commonly available (and messiest!) company data - bank + card transactions. We went through YC as part of the Summer 2020 batch and now enrich over $1tn of transactions each month for 60+ fintechs around the world. Most customers integrate our easy-to-use API endpoints but we recently added a no-code integration option which prompted this launch to the PH community πŸŽ‰ What can you do with Heron? - Turn a CSV / JSON of bank data into a P&L statement in 30 seconds. This could be provided by a customer, Pulled via Plaid or Open Banking or parsed from a PDF - Calculate Revenue, DSCR, COGS, Gross / Net profit and a host of other metrics from bank data - Reconcile bank data against accounting and commerce integrations - Aggregate multiple accounts (including credit card statements) and auto-convert different currencies to provide one single view of a company's financial position - Retag individual transactions to train your own custom ML model - Create awesome money experiences for your customers with categorised and merchant-enriched transactions like this: https://www.herondata.io/try Who can use Heron? Anyone working with bank data! We know the pain first hand of turning transactions into something useful so whether your company is a lender, bank, card issuer, or analytics provider - we can help. Sign up or book a demo if you are a lender / Fintech interested in testing us out! Looking forward to seeing what you guys build. Short video demo here: https://www.loom.com/share/3b049...