Profit and loss by period
Report sections and metrics flattened into one row per metric and date.
Heron Data
Polytomic connects Heron Data to your data warehouse, databases, and SaaS tools for financial analysis ETL. Replicate end users, profit and loss reports, and bank statement summaries into your data warehouse and other systems so underwriting signals sit alongside your own application data, without writing code.
Bank statement summaries
Balances, deposits, withdrawals, revenue, and negative balance days.
By month or by source
Summaries grouped monthly or per connected data source account.
Example workflows
Replicate Heron financial summaries into your data warehouse
What you can sync
Heron Data is supported as a source. Read end users and their financial summaries, then land them in your data warehouse, databases, or SaaS tools.
From Heron Data
End users with status and last updated time
Profit and loss flattened by date, section, and metric
Bank statement summaries grouped by month
Bank statement summaries grouped by data source account
Balances, deposits, withdrawals, revenue, and overdraft counts
How it works
Connect Heron with an API key and Polytomic reads your end users and their derived financial reports into your data warehouse, databases, or SaaS tools. Heron does the transaction categorisation; this brings the resulting signals somewhere you can model and score against your own data.
Reports are flattened on the way through. Profit and loss arrives as one row per date, section, and metric rather than a nested report structure, which makes it straightforward to pivot and trend in SQL.
- Connect Heron with an API key
- Read end users with their status and last updated time
- Pull profit and loss flattened by date, section, and metric
- Read bank statement summaries grouped by month or by source account
- Reports are fetched per end user from the end user list
- Monitor sync health, record volume, and failures from one interface
How to set up
Polytomic authenticates to Heron with an API key. Setup is a single credential and a connection test, after which end users and their report objects appear for selection.
How to get connected
- 1In Heron, obtain your API key
- 2In Polytomic, navigate to Connections, then Add Connection, then Heron Data
- 3Paste the API key
- 4Test the connection
- 5Select end users, profit and loss, or the bank statement summaries
- 6Click Save
See the documentation for full setup details.
Frequently asked questions
Why teams choose Polytomic
No engineering required
Set up and manage syncs without writing code.
Flexible data modeling
Use SQL to define exactly what data gets synced.
Handles scale automatically
Supports large datasets with incremental syncs and bulk APIs.
Start syncing your data with Heron Data in minutes
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