Heron Data

We automate document-heavy workflows in financial services and beyond[3][11][13][17]

Overview

Heron Data is an artificial intelligence company headquartered in New York City [4] founded in 2020 [5]. The company was accepted into Y Combinator's Summer 2020 batch [3]. Heron Data automates document-heavy workflows in financial services and beyond [1]. The company uses advances in artificial intelligence and large language models to automate document-heavy workflows, with software that handles emails, analyzes attachments, and takes actions such as updating customer relationship management systems or requesting additional information [2]. Heron Data serves businesses ranging from small companies to FDIC-insured banks in sectors including Small Business Finance and Commercial Insurance [2]. As of the available data, the company has a team of 60 employees [6].

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. [4] [10]

New York City [6]

2020 [7]

Y Combinator directory lists company location as "New York City, NY, USA" [12]

Y Combinator's directory lists the company location as New York City, NY, USA. [15]

Growth & traction

60 [1]

Y Combinator lists a team size of 60. [14]

Leadership & org chart

Backers

  • Insight Partners

    NYC-based global software investor backing high-growth technology and AI companies

  • BoxGroup

    BoxGroup is an early-stage venture capital firm that invests in pre-seed and seed-stage startups, typically committing up to $1 million per company.

  • BoxGroup

    NYC-based seed-stage venture capital firm

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