Heron Data

We are working hard to find new and innovative ways to help small businesses succeed. We believe in treating other people like we want to be treated: friendliness, kindness, and respect. Our technology provides a universal connection to data from all major accounting software providers. We support major accounting software service providers QuickBooks and Xero, enabling on-demand access to accounting transactions, analytics, insights and reports on a small business. Harnessing the power of AI, Machine Learning, Database, Security, and other technologies, we’re offering convenient, comprehensive, and user-friendly financial technology services to improve finance, make better financial decisions, and take the business to the next level. We have built strong and never seen before powerful cash flow management and forecasting tools to next-generation trust mechanism that may facilitate credit markets. Leverage our more than 6 years of expertise to offer a solid financing foundation for your business. Our universal API and Machine Learning tools provide a single connection to any accounting system for data.

At the heart of our business is a people-first approach to digital finance. Our goal is simple: we’re here to empower small businesses like yours with better, more competitive financial products and services, so you can thrive and deliver big impact as engines of growth for our society and communities.

The core mission is to use Open Banking to empower businesses in the UK. Our aim is to provide cutting edge ecosystems that bring efficiency, new revenue opportunities and cost cutting to merchants. We’re here to use our expertise in technological innovation to disrupt big monopolies that underperform and overcharge merchants. With every product we create we aim to maximise choice and control back to those businesses and their customers. Businesses are charged on a transaction fee which is a fraction of the cost of card fees – please ask us for details as we will need to set you up with an account.

For too long, business customers have been deprived of the consultative value a bank can and should bring to their business. For most, the idea that their banker is a trusted guide who provides timely, personalized advice simply hasn't squared with their reality.For the bank, providing the timely guidance it aspires to deliver has always been a challenge. It just hasn't had access to the customer data and forecasts it needs. And even if it did, acting upon that data in effective, scalable ways has been nearly impossible.At Monit, we have the vision, technology, and team to give banks and businesses what they both need to improve their respective bottom-line performance and (finally) realize the efficient, higher-value relationship they've each always wanted. Be the first to hear about our latest product features and updates on new partners.

Our vision is for open, innovative financial services that are powered by technology and free from red tape and outdated systems, without ever compromising on reliability. We are a global player with teams on the ground to offer a seamless journey wherever you operate. In 2021, a group of financial services experts at SAP realized their clients needed a faster, more flexible partner that could move at their pace, adapting to the fast-changing landscape.

We provide three financial services including mortgages, protection and general insurance. Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. By supporting the younger generation through the early days of their career, the duo provides excellent training and leadership skills alongside encouragement and job satisfaction. We believe in simplicity, a single point of contact and where feasible, for this to be face to face. We’ll fuel your excitement by supporting you with some of the best products. At Heron Financial we have experts for every single stage of the mortgage and protection process. Perhaps even tougher to get the old grey matter around is the fact the UK remains in lockdown. We`re one of the trusted brokers who have teamed up with Own New, so if you`re wanting to know more we`re the ones to talk to 👋🏼Your home may be repossessed if you do not keep up repayments on your mortgage.