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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
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
Parse & Validate
Extract the key fields from each document type into a data format that you can actually use
Enrich
Use our machine learning or third-party data sources to add context critical to your process (e.g. bank transaction categorization)
Evaluate
Check against your policy and automatically take the next action - e.g. auto-decline, request more information, or prepare for review
Sync
Populate a new record in your system of record in moments - never open your submissions inbox again!
Driving Business Outcomes at 130+ Leading Firms
Don’t get left behind: find out how Heron's document automation solutions will help you scale and speed up your manual workflows
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
State of the art ML — with automated feedback
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
What our customers say...
We’re adding more every day - if you handle a large volume of documents, ask us how we can help.
We want this information on every deal...Heron is positioned at the top of our funnel because it’s handling the most important data.
Heron is quite easily number one in importance for our tech stack...Realistically, you are not going to be able to put together an educated view of someone’s account if you’re only doing open banking-based underwriting.
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We used to be online at 10 p.m. and work until 1 a.m. just entering applications. With Heron, we’re finally out from behind the keyboard — we’re meeting partners, traveling, growing the business. That just wasn’t possible before.
If Heron goes down, our entire card approval decisioning system goes down.
Heron saves a ton of time for our adjusters. These are highly analytical people, you want them using their brain for adjudication, not thinking about manually copying information.
We could double our volume tomorrow — and I wouldn’t need to hire anyone.
With our growth, we would not have been able to handle the volume without Heron. I can triple my volume and not worry.
Heron allowed us to completely automate a process that used to consume 100 person-hours a week. Now, it's not a concern anymore.
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
Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitors
Secure
SOC2, GDPR, CCA compliant
Robust
Parsing over 100,000 documents every day
Trusted
by over 130 financial and professional services firms