Heron Data
Document and bank transaction parsing and categorisation for SMB lenders.
- Category
- Payments & Banking
- Type
- Transaction enrichment
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
02Data
What you can sync.
- Transactions
- End users
- Pdfs
- Metrics
Bring Heron Data transactions into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other Heron Data data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
Heron Data uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Heron Data if you need help.
04How it works
How it works in DataMind.
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Pick Heron Data.
Open Lake, pick Heron Data in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Heron Data API docs.
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Answer a few questions.
The AI reads the Heron Data documentation, then asks which credentials you will use, which data to sync (for example transactions and end users), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Heron Data data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
