Heron | AI for Document Heavy Work

Receive

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

Classify

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

Parse

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!

Who we help

Use Cases

We build solutions around real-world, industry-specific workflows and help you automate away the tedious and repetitive work in your business.

Merchant Cash Advance (MCA)

Get from application to decision in under 5 minutes with automated scrubbing, revenue calculation and position identification, all synced to your CRM.
Commercial Insurance

Get from application to ‘underwriter ready’ in minutes, not hours, with automated submission review, document processing and data entry to your PAS or CRM.
Equipment Finance

Underwrite faster and more accurately with automated application review and financial analysis.
Law Firms

Automate and speed up case file intake, data extraction and summarization – spend less time getting up to speed, more time delivering for your clients.
Revenue Based Financing and Fintech

Accelerate your credit and non-dilutive funding products with automated transaction enrichment and categorization.
Traditional Lenders

Give your relationship managers and credit analysts a headstart with automated data extraction and financial analysis.
Custom Solutions for Your Business

Do you receive a lot of PDF documents via email or other sources? Talk to us about a bespoke AI solution for your document-heavy work.

30000 documents processed every day

4 years of experience deploying enterprise AI

50 document types supported out-of-the-box

How we help

Application to decision in minutes

Ingest ISO submissions

Heron parses ISO email packets and classifies the attachments in your CRM, kicks out deals that don’t meet your credit box, and auto-replies to brokers

Ingest ISO Submissions

Parse PDF bank statements

We can automatically parse 90% of PDF bank statements with 99% accuracy, without any delays from having a human-in-the-loop

Parse PDF Bank Statements

Summarize bank statements

We clearly break down monthly revenue, withdrawals, MCA debits and fees on a monthly basis

Bank Statement Summary

Cash-based P&L

Turn your customer’s bank data into a clear picture of monthly Revenue, COGS, and OPEX.

Cash Based P&L

Automate submissions intake for MGAs & Carriers

Heron ingests email submissions from brokers, processes attached documents e.g. Loan Loss Runs, Acord forms and automates your clearance process

Submissions Intake for Commercial Lines

Data entry from inspection reports

Validate insurance inspection reports match your required criteria and write the output to your PAS

Case file intake for lawyers

Spend less time getting up to speed, more time delivering for your clients

Case File Intake

Bespoke solutions

Do you receive a lot of PDF documents via email or other sources? Talk to us about a custom AI solution for your document-heavy work

Custom Automation Solutions

130+ happy customers live

“Heron is best-in-class at making sense of bank data. Building the tech ourselves instead of partnering with Heron would have been like hosting our own servers rather than using a Cloud provider. As soon as we tested the product, we knew it was a no brainer.”

Satwik Seshasai Chief Technology Officer, ClearCo
“Working with Heron has been a hugely successful partnership for us at Torpago. We’ve been able to process applications more efficiently, reducing underwriting turnaround time by 96%, and improved our cash coverage ratio for customers by up to 10x.”

Brendan Coons Director of Risk, Torpago
“Processing new applications is so much faster now, meaning that we are not only able to offer a much better customer experience with quick decisions, but also enable us to simplify the underwriting process and approve more applications.”

Brad Shaw Head of Risk & Business Intelligence, Outfund
“I could go as far as saying that we almost wouldn’t be able to properly underwrite without Heron, or at the very least not do it in an effective manner. We would need to build a transactions tagging and aggregator tool, which would take us months and require us to hire data scientists, credit experts and developers.”

Matteo Majnoni Product Manager, Juni
”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. This enables us to quickly say ‘no’ to applications we don’t want to fund and make faster and larger high-conviction offers to those we do”

Valeria Bisenti Managing Director of Family Business Funding