Automatically Rename Bank Statements and unlock AI-Powered File Organization

Get started for free

Save hours of manual work

Seamlessly organize files

Fully customizable templates

How it works

Step-by-Step: How Heron's AI Makes File Organization Effortless

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Upload Files, Your Way

Bulk upload, email forwarding, or API integration—choose what fits your workflow.

Classify

Heron automatically organizes files into the document types relevant to your process, and prepares them for analysis.

An image of data being extracted from a file

Parse & Validate

Extract any structured data—like business name, account number, statement month, or custom fields you define—tailored to your naming conventions.

Apply Custom Naming Templates

Create naming templates to match your exact needs for consistent, organized files.

e.g. [Month]_[Business Name]_Bank_Statement.pdf

Sync Data

Effortlessly Integrate Heron with Your Existing Systems

Heron integrates seamlessly with your CRM, document management system, or cloud storage, so everything runs automatically. Your files stay organized without any extra effort.

Salesforce

Zoho

Sharepoint

Quickbase

and many more..

Getting Started

Up and Running Faster
Than You Can Say AI

Intelligent document processing is just moments away.
With intuitive setup and no technical expertise required, Heron fits into your workflow seamlessly—so you can start organizing files right away.