HERALD FOR BUSINESS

Your banks.
Your business.
On the same page.

A clear place for bank requests, company documents and your financing. Less chasing. More moving forward.

Create your company workspace. Connect with your bank when invited.
YOUR SIDE OF THE RELATIONSHIP01 — 03
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Northstar ManufacturingYour company workspace

A little more clarity.

Here’s what needs your attention.

YOUR NEXT STEP

Complete the company picture.

Review the information your bank has requested for onboarding and verification.

Illustrative workspace · Sample data
Your documents. Your next steps.
Together with your banking team.
Onboarding & verificationCredit applicationsBank relationshipsFinancing & deadlines
Your workspace, connected

Everything moves together.

Explore your documents, requests and financing.

Herald workspaceIllustrative product view
PDF

Company overview

PDFNorthstar Manufacturing

Your company. Ready to share.

Company documents

Financial statements · FY 2025
Prepared for bank review
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One place for every requestDocuments stay connected to your company
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Organize your information

Built for the business
behind the numbers.

A home for the financial relationships that help your business grow.

Your banks. One workspace.

A connected view of your banking relationships and financing, without rebuilding the picture every time.

Every request has a place.

Complete company verification, answer document requests and message your banking team in context.

Make room for what’s next.

See payments and reporting deadlines together, so your team can prepare with context.

A clear way in

Your next step
starts here.

Create an account and set up your company, or follow an invitation to an existing workspace.

WITH AN INVITATION

Already invited?

Open the invitation from your bank in your email and follow its link to connect your company.

Can’t find it? Ask your bank contact to send it again.
NEW TO HERALD

Create your workspace.

Create your Herald ID, then set up your company. Access to existing companies and bank relationships is managed separately.

Get started
A few things worth knowing

Clear answers.

What is Herald for companies?

Herald is a workspace for managing bank relationships, company documents, financing information and requests. It gives your team a shared view of the work around business financing.

Does my bank need to use Herald?

You can create an account and set up your company. Connecting to a bank or joining an existing company requires the appropriate invitation and access.

Does Herald provide loans?

Herald provides software. Lending terms, eligibility and credit decisions remain with your bank or financing provider.

How do we get started?

Choose Get started to sign in or create an account through Herald ID. If you have an invitation from a bank or colleague, follow its email link to join the right workspace.

Can we see it with our own workflow?

Yes. Tell us how your team handles financing and bank requests today. We can focus the walkthrough on the parts that matter to you.

See what comes into focus

Your business.
Your next chapter.

Find your next step

Connected to your bank. Built around your business.