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Companies

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

3 open roles

$150k-$220k
Ops·New YorkStaff / Lead+Full-time
+ equity36d ago
$275k-$400k
Sales·New YorkStaff / Lead+Full-time
+ equity91d ago
$120k-$160k
Sales·New YorkFull-time
+ equity92d ago