Step-by-Step: How Heron's AI Makes File Organization Effortless
Upload Files, Your Way
Bulk upload, email forwarding, or API integration—choose what fits your workflow.
Classify
Organize files into the document types relevant to your process and prepare them for parsing and analysis.
Parse & Validate
Apply Custom Naming Templates
Create naming templates to match your exact needs for consistent, organized files.
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.
Implemented Faster
Than You Can Say AI
Get up and running in minutes. With intuitive setup and no technical expertise required, Heron fits into your workflow seamlessly—so you can start organizing files right away.
Free Tier
$0 / month
Process 100 files per month free
Additional files billed at $0.15 per file
Extract custom fields with ease
Build customized naming templates
Growth Tier
$250 / month
Process 2500 files per month
Additional files billed at $0.10 per file
Support via email or Slack
1 day SLA
Integrate seamlessly with your CRM and other systems
Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitors
Secure
SOC2, GDRP, CCA compliant
Robust
Parsing over 30,000 documents every day
Trusted
by over 130 financial and professional services firms