Heron was founded by Johannes Jaeckle, Dominic Kwok, Jamie Parker in 2020.

Who are Heron's investors?

Heron's investors include BoxGroup, Insight Partners, Olima Ventures, South Quad, Y Combinator, Alex Lee, Flex Capital Partners, Musha Ventures.

How much funding has Heron raised?

Heron has disclosed $16M raised across 1 of its 2 known rounds.

Where is Heron headquartered?

Heron is headquartered in New York City, US.

Heron

YC S20

New York City, US · Founded 2020 · 60 employees · Hiring · 8 known investors

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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 Technologies, Inc. · Heron Data · Open Credit · Open Credit, OpenCredit, Open Credit, Heron Data · OpenCredit

AI & Machine Learning Enterprise Software Fintech SaaS B2B AIUnited States of AmericaAmerica / Canada

Founders & leadership· Y Combinator alumni (S20)

Heron was founded in 2020 by Johannes Jaeckle, Dominic Kwok, and Jamie Parker.

Johannes Jaeckle Co-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.

Dominic Kwok Co-Founder & CTOHe previously worked as a data scientist at Revolut, Spotify, and Meta, and holds a bachelor's degree in physics from Yale.

Jamie Parker Co-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.

Oli BatesHead of Engineering

Demi Brenners Associate

Brian KellyChief of Staff

César FerradasLead Engineerformer

Arjun RaoAssociateformer

Ahmed AhresDS Leadformer

Investors · 8

BoxGrouplisted by BoxGroupNew York · $250K – $1M

How we know: a partner's Signal profile · funding news · boxgroup.com · open dataset · 5k.vc investor directory · Y Combinator's founder network · Not right? Tell us

Insight Partnerslisted by Insight PartnersNew York · $120M – $350M

How we know: Insight Partners's portfolio page · a partner's Signal profile · Y Combinator's founder network · open dataset · 5k.vc investor directory · Not right? Tell us

Olima Ventureslisted by Olima VenturesWashington

How we know: Olima Ventures's portfolio page · Not right? Tell us

South Quadlisted by South Quad

How we know: South Quad's portfolio page · Y Combinator's founder network · Not right? Tell us

Y Combinatorlisted by Y CombinatorSan Francisco · $500K

How we know: the Y Combinator directory · funding news · open dataset · 5k.vc investor directory · Not right? Tell us

Alex Leereported

How we know: Y Combinator's founder network · Not right? Tell us

Flex Capital PartnersreportedSan Francisco · $500K – $2M

How we know: Y Combinator's founder network · Not right? Tell us

Musha VenturesreportedSeattle · $25K – $500K

How we know: Y Combinator's founder network · Not right? Tell us

Funding

SEC filings, press & company announcements

$16M disclosed across 1 of 2 rounds · 2020–2025

$16MraisedJul 2025 · 4 sources
Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

Images

Related companies · 10

IntuitIntuit 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.

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AlgunaAlguna provides quote-to-cash automation software for revenue teams, connecting CRM, billing, contracts, and collections on a single platform. The tool enables pricing experiments, handles revenue recognition compliance, and supports hybrid go-to-market models with real-time data synchronization.

ClarumClarum provides a structured intelligence layer that organizes and makes queryable the proprietary internal data held by private capital firms, such as deal records, diligence notes, and performance data. The platform enables investment firms to quickly answer operational questions and powers AI tools that rely on unified data models.

FincentFincent provides a transaction management and collaboration platform that aggregates bank and credit card feeds into a unified view for personal finance tracking and bookkeeper coordination. The platform offers transaction search, automatic categorization, and real-time collaboration features for users managing their financial records.

ConcourseConcourse is a platform that builds and deploys AI agents for enterprise finance teams, covering FP&A, accounting, treasury, and data functions. It connects to existing finance systems and delivers outputs through tools like Excel, Slack, Teams, and PowerPoint, with enterprise security and AI governance features.

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StripeStripe provides financial infrastructure for businesses to accept payments, offer financial services, and implement custom revenue models across international markets in 135+ currencies.

FlyFin AIFlyFin 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.

GustoGusto provides payroll processing, employee benefits administration, and HR management tools to businesses, offering integrated software alongside support services for these functions.

Companies working in the same space as Heron.

Legal entities · 1

corporate structure

Open Credit Technologies, Inc.

In the news

Heron Raises $16.6M to Automate Document Workflows with AIherondata.io · Jul 2025

Heron Raises $16 Million for Lending Automation Offering | PYMNTS.compymnts.com · Jul 2025

Frequently asked questions

What does Heron 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?: Heron was founded by Johannes Jaeckle, Dominic Kwok, Jamie Parker in 2020.
Who are Heron's investors?: Heron's investors include BoxGroup, Insight Partners, Olima Ventures, South Quad, Y Combinator, Alex Lee, Flex Capital Partners, Musha Ventures.
How much funding has Heron raised?: Heron has disclosed $16M raised across 1 of its 2 known rounds.
Where is Heron headquartered?: Heron is headquartered in New York City, US.