Your banks. One workspace.
A connected view of your banking relationships and financing, without rebuilding the picture every time.
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.Here’s what needs your attention.
Review the information your bank has requested for onboarding and verification.
Explore your documents, requests and financing.
Company overview
Company documents
Organize your information
A home for the financial relationships that help your business grow.
A connected view of your banking relationships and financing, without rebuilding the picture every time.
Complete company verification, answer document requests and message your banking team in context.
See payments and reporting deadlines together, so your team can prepare with context.
Create an account and set up your company, or follow an invitation to an existing workspace.
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.Create your Herald ID, then set up your company. Access to existing companies and bank relationships is managed separately.
Get startedHerald 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.
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.
Herald provides software. Lending terms, eligibility and credit decisions remain with your bank or financing provider.
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.
Yes. Tell us how your team handles financing and bank requests today. We can focus the walkthrough on the parts that matter to you.
Connected to your bank. Built around your business.