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Heron Data is an AI-powered document intelligence platform for financial services, particularly small business lenders, brokers and insurers. It automatically ingests and parses submissions such as bank statements, applications, tax returns and other documents, extracting key data and enriching transactions with categorisation and cash flow metrics. Heron streamlines underwriting workflows, detects fraud signals, and pushes structured data into CRM and loan origination systems. Lenders use it to process more deals faster, reduce manual data entry and make better credit decisions.

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Recent User Report Trends for Heron Data

Aggregated reports in the last 48 hours.

No user reports about Heron Data in the last 48 hours.

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What is Heron Data's current status?

All systems are operational

No active incidents reported.

Incident history: past 7 days

times in UTC

Today

No incidents reported.

Yesterday

No incidents reported.

Oct 30, 2026

No incidents reported.

Oct 29, 2026

No incidents reported.

Oct 28, 2026

No incidents reported.

Oct 27, 2026

No incidents reported.

Oct 26, 2026

No incidents reported.

User Reports for Heron Data

Recent issues reported by users from around the world.

No user reports for Heron Data in the last 30 days.

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About Heron Data & Technical Insights

What this service does and the technologies behind it.

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Read the tech stack as text▾

Overview: A Webflow-powered marketing funnel with Finsweet-crafted interactions, Calendly demo booking, and consent-managed analytics, fronted by Cloudflare for a B2B AI platform.

What stands out

  • Webflow plus Finsweet and Calendly reveals a marketing-led go-to-market motion: fast page iteration, interactive CMS filtering, and direct demo booking.
  • Cookiebot paired with GTM and LinkedIn Insight Tag suggests careful consent management for financial services prospects in regulated regions.
  • Cloudflare, HTTP/3, and HSTS show a security- and performance-conscious infrastructure despite the no-code front end.

Technologies herondata.io uses

  • Finsweet — Powers Webflow CMS filtering, sliders, and interactions, indicating a polished Webflow implementation by Finsweet or using their toolkit.
  • Calendly — Embeds Calendly to let prospects book demos or sales calls directly from the site, signaling a self-serve-to-sales handoff.
  • Linkedin Insight Tag — Tracks LinkedIn ad conversions and retargets business decision-makers.
  • Cloudflare — Provides CDN, DNS, and security in front of Webflow.
  • jsDelivr — Serves Finsweet's JavaScript attribute library from a fast CDN, adding dynamic CMS filtering and interactions.
  • jQuery — Handles basic DOM interactions as a Webflow dependency.
  • Google Analytics — Measures site traffic and conversion behavior.
  • Webflow — Hosts and manages the marketing site in Webflow, enabling marketing to iterate pages without developer resources.
  • Cookiebot — Automates cookie consent for GDPR/ePrivacy compliance, necessary for European financial-services prospects.
  • HSTS — Enforces HTTPS connections.
  • Open Graph — Controls social-sharing previews for content marketing.
  • Google Tag Manager — Deploys analytics and marketing tags without developer involvement.
  • HTTP/3 — Delivers faster page loads over modern HTTP/3.

How these technologies work together

  • Google Analytics requires Google Tag Manager — Google Analytics fires through GTM, keeping tag management centralized.
  • Cloudflare requires HTTP/3 — HTTP/3 is negotiated through Cloudflare's edge, delivering faster connections to supported clients.
  • Finsweet requires jsDelivr — The Finsweet attributes script is loaded from jsDelivr, so interactive components depend on that CDN.
  • Finsweet integrates with Webflow — Finsweet's attribute library runs inside Webflow to enable filtering and dynamic behavior without custom code.
  • Cookiebot integrates with Google Tag Manager — Cookiebot controls when GTM tags load, enforcing consent before analytics/marketing scripts.
  • Calendly integrates with Webflow — Calendly scheduling widget embeds directly in Webflow pages, turning visitors into booked sales demos.
  • Google Tag Manager integrates with Webflow — Google Tag Manager is embedded in Webflow custom code to deploy analytics and marketing tags.
  • Cloudflare runs on Webflow — Cloudflare proxies and secures the Webflow-hosted site, adding CDN cache and DDoS protection.
  • Open Graph integrates with Webflow — Webflow manages Open Graph metadata for social sharing of marketing pages and content.
  • Cookiebot integrates with Linkedin Insight Tag — Cookiebot blocks the LinkedIn Insight Tag until a visitor consents to marketing cookies, aligning with B2B compliance.
  • jQuery requires Webflow — Webflow relies on jQuery for its built-in interactions and legacy component scripts.
  • Cookiebot integrates with Webflow — Cookiebot script is injected into Webflow custom code to manage consent before tags fire.
  • Cloudflare requires HSTS — Cloudflare sends HSTS headers that force secure HTTPS connections to the site.
Analytics
Google Tag ManagerGoogle Tag Manager
Linkedin Insight TagLinkedin Insight Tag
Google AnalyticsGoogle Analytics
Business & Marketing
CalendlyCalendly
Other
HTTP/3HTTP/3
Open GraphOpen Graph
CookiebotCookiebot
Servers
CloudflareCloudflare
jsDelivrjsDelivr
Web Development
WebflowWebflow
HSTSHSTS
jQueryjQuery
FinsweetFinsweet

Trust & Safety Checks

Public registration, DNS and certificate records UptimeCard checked independently for the domain herondata.io.

DNS managed by Cloudflare

2 nameservers answer for this domain, so it stays reachable even if one goes offline.

Hosted by Cloudflare London, LLC

Served from professional infrastructure located in United States.

Records last verified August 2026.

How to fix Heron Data not working

Heron Data reads financial documents such as bank statements, applications and tax returns, extracts the key data, and passes it on to lending and underwriting systems. Lenders and their operations teams use it. Find your symptom below. Never send bank statements or applicant details in a support message.

Jump to what you are seeing

API Down

Calls to the Heron Data API fail or time out.

  1. Check the status code. A 401 or 403 means the key or permission is wrong, a 429 means too many calls, and a 5xx means a platform-side problem.
  2. Confirm the API key has not been changed or revoked.
  3. Retry with a growing delay, and do not submit the same document twice.
  4. Check status.herondata.io if several calls fail together.

Website Down

The Heron Data website or dashboard does not load for you.

  1. Open the page in a private window and on another network.
  2. Check status.herondata.io for an active incident.
  3. If only your network is affected, ask IT to check the firewall.

Processing Delays

Documents take longer than normal to be read and returned.

  1. Check the document type and size. Very long statements or unusual layouts take longer.
  2. Check the status page for a processing incident.
  3. Check the document was received. A submission that never reached the platform will not show as processing.
  4. If documents stay in processing for longer than usual, send the submission reference and the time to support.

Login Failed

Sign-in is refused. Check you are using your company login.

  1. If the message says the password is wrong, reset it and check spam.
  2. Ask your administrator to confirm your user has access to the lender account.
  3. Try a private window to rule out an old session.

Webhook Errors

The platform sends results to your system, and your system does not accept them. The problem is usually your endpoint rather than Heron Data.

  1. Check your endpoint address is still correct and reachable from the internet.
  2. Check your endpoint answers quickly with a success response. A slow endpoint causes repeated attempts.
  3. Check that a firewall rule or signature check on your side has not changed.
  4. Make sure your system handles an event that arrives twice, since retries can send the same event more than once.

Categorization Issues

Transactions are placed in the wrong category, or are left uncategorised.

  1. Check the transaction description. Unclear or abbreviated descriptions are harder to categorise.
  2. Check the statement period is complete, since missing months can change the cash flow figures.
  3. Correct a wrong category by hand on the transaction, and note the pattern for your administrator.

Still not working?

If it still does not work, contact Heron Data support through the help option in the platform or on herondata.io. Have your company name, the submission or application reference, the exact error text, and the time it started with your time zone. Never send bank statements or personal details in a support message. Live incident updates are on status.herondata.io.

Most document-processing problems come from a file that is hard to read, a missing statement period or an endpoint setting, and they usually clear once that is corrected. The status page shows live platform incidents, so you can see whether the problem is on Heron Data's side.

Frequently asked questions about Heron Data

Is Heron Data down right now?

No. Based on the latest status data on this page, Heron Data (herondata.io) is up and running normally. The most recent incident, "Workflow processing latency", was resolved (last update Oct 20, 2026).

What should I do if Heron Data is not working for me?

First rule out your side: reload the page, try another browser or device, clear the cache and cookies for herondata.io, flush your DNS cache and turn off any VPN or proxy. Then compare with this page: if the status shows an incident, or many users reported problems in the last 48 hours, the issue is on the service's end and usually clears up without any action from you. The troubleshooting steps on this page go through each check in order.

What was the most recent Heron Data incident?

The most recent incident on record is "Workflow processing latency", last updated on Oct 20, 2026. It has been resolved.

How many people reported problems with Heron Data recently?

No user reports about Heron Data were submitted in the last 48 hours.

How do I report a problem with Heron Data?

Use the report buttons at the top of this page, or describe the problem in the user reports section. Every report is counted in the 48-hour trend chart and helps other people see whether the problem is widespread.

Where is the official Heron Data status page?

The official status page for Heron Data is status.herondata.io.

Related Keywords

Common themes, topics and technologies associated with herondata.io.

document automationai document processingmachine learningdata extractionworkflow automationdocument parsingfinancial underwritinginsurance workflowslegal document processingcommercial lendingbank statementstax returnsfinancial statementscontractsacord formsloss run reportsbusiness process automationdata intakedocument classificationocr technologyapi integrationenterprise softwarefinancial servicesprofessional servicessme financemerchant cash advanceunderwriting automationinsurance claimslegal case managementdocument validationdata enrichmentsystem integrationworkflow optimizationtime savingscost reductionscalable solutionscompliancesoc2gdprdata security