Heron Data
YC S20New York City, US · Founded 2020 · 60 employees · Hiring · 3 known investors
Heron builds AI software that automates document-heavy workflows for financial services, insurance, and professional services firms. The platform uses large language models to handle repetitive, error-prone processes like small business underwriting and transaction categorization.
Also known as Open Credit · OpenCredit
Founders & leadership· Y Combinator alumni (S20)
Heron Data was founded in 2020 by Johannes Jaeckle, Dominic Kwok, and Jamie Parker.
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Johannes JaeckleinCo-Founder & CEOJohannes Jaeckle served as UK managing director for Segovia Technology and subsequently led operations at Taptap Send, a remittance company. He holds a Bachelor's degree in Philosophy, Politics, and Economics and a Master's degree in Development Economics from Oxford University.
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Dominic KwokinCo-Founder & CTOHe previously worked as a data scientist at Revolut, Spotify, and Meta, and holds a bachelor's degree in physics from Yale.
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Jamie ParkerinCo-Founder & CROHe previously worked at AlphaSights, a knowledge search firm, where he built and expanded a commercial division, and earlier co-founded and sold a formal wear rental business while at the University of Oxford.
Investors · 3
Funding
SEC filings, press & company announcements$16M disclosed across 1 round · 2025
- $16MraisedJul 2025 · 4 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
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Competitors · 7
by search overlap
Intuit®519 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Fincent376 shared keywordsFincent provides an AI-native finance platform for small and mid-sized businesses covering bookkeeping, accounting, payroll, tax filing, AP/AR, fractional CFO, audit support, R&D credits, and 409A valuation, supervised by accounting professionals. The platform continuously classifies, reconciles, and posts transactions in real time and forecasts cash, runway, and burn rate.
Stripe300 shared keywordsStripe provides financial infrastructure for businesses to accept payments, offer financial services, and implement custom revenue models across international markets in 135+ currencies.
FlyFin AI289 shared keywordsFlyFin is an AI-powered tax preparation service that scans connected expense accounts to find tax deductions and pairs users with CPAs for review and filing. It serves freelancers, self-employed individuals, business owners, and 1099 & W-2 workers in the US, and also offers a solution for CPA firms to automate client tax filings.
Gusto284 shared keywordsGusto provides payroll processing, employee benefits administration, and HR management tools to businesses, offering integrated software alongside support services for these functions.
Ocrolus241 shared keywordsOcrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses. The platform analyzes bank statements and transaction data to assess borrower creditworthiness and supports loan origination at scale.
SmartAsset239 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Companies competing with Heron Data for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Heron Data do?
- Heron builds AI software that automates document-heavy workflows for financial services, insurance, and professional services firms. The platform uses large language models to handle repetitive, error-prone processes like small business underwriting and transaction categorization.
- Who founded Heron Data?
- Heron Data was founded by Johannes Jaeckle, Dominic Kwok, Jamie Parker in 2020.
- Who are Heron Data's investors?
- Heron Data's investors include South Quad, Y Combinator, BoxGroup.
- How much funding has Heron Data raised?
- Heron Data has disclosed $16M raised across 1 round.
- Where is Heron Data headquartered?
- Heron Data is headquartered in New York City, US.