Heron

Heron (Heron Data) is a financial-services document-automation and cashflow-underwriting platform. Its API and AI platform handle document intake, classification, parsing and validation, enrichment, policy/rule evaluation, and CRM sync across 50+ document types (bank statements, tax returns, financial statements, ACORD forms). Lenders, MCA funders, brokers, and insurers upload documents for an "end user" (company), then read back parsed transactions, a Heron Score, scorecards, cashflow P&L, anomaly/fraud checks, and decline analytics. The REST API authenticates with an x-api-key header, signals rate limits via x-ratelimit-* headers, and pushes async progress through webhooks. Backed by Insight Partners.

Kin Score

This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.

How we profile Heron

Each block below is one kind of artifact we hold for Heron. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.

APIs 1

Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.

Individual APIs this provider publishes, each with its own machine-readable definition.

Heron API

Heron's REST API for document intake, parsing, enrichment, cashflow underwriting, webhooks, and broker/funder submission flows.

MCP Servers 1

Model Context Protocol servers expose these APIs directly to AI agents. We profile them because agent-native access is the fastest-growing way this provider's capabilities actually get used.

Model Context Protocol servers that expose these APIs to AI agents.

heron-mcp.yml

MCP SERVER

Rate Limits 1

Rate limits are the difference between a demo that works and a production integration that doesn't fall over. Publishing them is an operational-transparency signal — and a hard requirement for any agent that plans its own throughput.

Documented rate limits and quota policies.

Heron Rate Limits

1 limits

RATE LIMITS

Event Specifications 1

Not every API is request/response. AsyncAPI describes the event-driven and streaming side — the webhooks and channels — so the asynchronous half of the interface is documented the same way the synchronous half is.

AsyncAPI definitions for this provider's event-driven and streaming APIs.

Heron Webhooks

Heron sends webhook notifications about the progress of asynchronous processes (end-user processing/review and PDF document parsing) to a URL you configure in the Heron dashboar...

ASYNCAPI

Security Posture 4

Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Heron Authentication

apiKey · 2 schemes

SECURITY

Heron Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Heron Vulnerability Disclosure

Hackerone · contact published

SECURITY

Heron Trust Center

SOC 2 Type 1, SOC 2 Type 2, GDPR, CCPA

SECURITY

Resources

Every other property we hold for Heron — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.

← All providers · Data indexed from github.com/api-evangelist/heron · machine-readable index on apis.io