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Automate Your Document-Heavy Work

Heron's AI automates document intake, extraction, enrichment, and syncs structured data directly to your CRM

soc 2 certified
SOC 2 Certified

Join 130+ leading firms who trust Heron with critical workflows

AI for Real Work

Make better decisions faster: Heron organizes, parses and evaluates your applications, submissions and other files — all tailored to your actual workflow

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Receive

Consolidate data intake from multiple sources - simply forward emails, bulk upload or send via API

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Classify

Organize files into the document types relevant to your process and prepare them for parsing, analysis or review

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Parse & Validate

Extract the key fields from each document type into a data format that you can actually use

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Enrich

Use our machine learning or third-party data sources to add context critical to your process (e.g. bank transaction categorization)

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Evaluate

Check against your policy and automatically take the next action - e.g. auto-decline, request more information, or prepare for review

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Sync

Populate a new record in your system of record in moments - never open your submissions inbox again!

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Driving Business Outcomes at 130+ Leading Firms

Don’t get left behind: find out how Heron's document automation solutions will scale and speed up your manual workflows

Insurance
Insurance

How Pathpoint cut 90% in manual processing time on inspection reports after working with Heron

90%

decrease in time to offer

Thousands

in annual cost savings

“Love the simplicity of the service and the prompt customer support. We can’t imagine working without it.”

Ania
— 
Ania
Product Manager
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Legal
Legal

Automatically populating Case Management System from emails for boutique commercial practice

100s

of additional cases without adding headcount

50%

reduction in administrative/ support costs

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SMB Finance
SMB Finance

From Data Entry to Full Financial Underwrite: Speeding up MCA Funders

50%

decrease in time-to-offer

FTEs

freed up for underwriting

"Heron has eliminated the data entry phase of our underwriting process. We now have a clear picture of revenue, positions, and the legitimacy of the file within minutes of the submission email.”

Valeria
— 
Valeria
Managing Director
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Ready-Made For Your Business

Focus on what really matters — we do the dirty work so you don’t have to

Built around your business processes — not a generic solution

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State of the art ML — with automated feedback

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No engineers needed — just forward your emails

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Scale your output — handle more applications, deals, cases, without added cost or complexity

10,000+

hours of tedious work saved every week

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Ask Us How Much Time We Could Save You

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Bank statements

ISO application forms

Financial statements

Tax returns

ACORD forms

Loss run report

Contracts

Voided Checks

Utility Bills

Bank statements

ISO application forms

Financial statements

Tax returns

ACORD forms

Loss run report

Contracts

Voided Checks

Utility Bills

Bank statements

ISO application forms

Financial statements

Tax returns

ACORD forms

Loss run report

Contracts

Voided Checks

Utility Bills

Bank statements

ISO application forms

Financial statements

Tax returns

ACORD forms

Loss run report

Contracts

Voided Checks

Utility Bills

50+ Document Types Supported Off The Shelf

We’re adding more every day - if you handle a large volume of documents, reach out to see how we can scale your operations and reduce cost

Independent, Enterprise-Grade Software You Can Trust

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Independent

Not affiliated with one of your competitors

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Secure

SOC2, GDRP, CCA compliant

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Robust

Parsing over 30,000 documents every day

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Trusted

by over 130 financial and professional services firms