TipRanks · Jul 2026
Summarizes a recent Heron LinkedIn post about an NBS Underwriting case study, including claims about reducing manual submission entry and improving underwriting throughput.
We automate document-heavy workflows in financial services and beyond
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Heron Data is a 2020-founded, New York/London B2B AI software company that automates document-heavy workflows for lenders, insurers, and other financial-services teams by turning emails, PDFs, bank transactions, and related files into structured data and workflow actions.
Primary product
AI-native document workflow automation platform for financial services and other document-heavy businesses.
Founded
2020
Headquarters
New York, NY, United States
Team size
51-200
Work style
Onsite
Industry
Software Development
Sub-industry
AI document workflow automation for financial services
Offices
Open Positions
9 jobs at Heron Data
Finance and Operations Coordinator
On-siteOperationsNYC1w ago
On-site