Automate Your Document-Heavy Work
Heron's AI automates document intake, data extraction, enrichment, and syncs structured data directly to your CRM
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Join 130+ leading firms who trust Heron to automate their critical workflows
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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
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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 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
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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
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
Independent
Not affiliated with one of your competitors
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Secure
SOC2, GDPR, CCA compliant
Robust
Parsing over 30,000 documents every day
Trusted
by over 130 financial and professional services firms