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Heron Data

Automates document-heavy workflows in financial services

New York, NY, USA
60+ people
Private
Founded 2020
$16.6M raised in Jul 2025
Fintech
AI
SaaS

About

At Heron, we use the latest advances in AI and LLMs to automate document-heavy workflows. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info. We serve businesses from small companies to FDIC-insured banks in sectors like Small Business Finance and Commercial Insurance.

Funding history

  1. Series A$16.6M2025-07-18

5 open roles

$275k-$400k
Sales·New YorkStaff / Lead+Full-time
+ equity45d ago
$120k-$160k
Sales·New YorkFull-time
+ equity46d ago
$200k-$300k
Sales·New YorkMid-levelOnsiteFull-time
+ equity46d ago
$120k-$200k
Finance·New YorkStaff / Lead+Full-time
+ equity95d ago
$180k-$280k
Eng·New YorkFull-time
+ equity205d ago