Get Started with Heron
Stop wasting hours on manual data entry. Imagine what your team could do with 15+ extra hours a week?
- See how Heron syncs emails to your CRM in real time — no manual data entry required.
- Learn how your team can turn hours of data entry into seconds with Heron.
- Discover how Heron works with your team's document types including: scanned PDFs, emails, handwritten forms, and more.
Trusted by 150+ Customers
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.
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.
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.
“Two weeks after turning on Heron, our 25-person offshore data entry team went to zero. We moved 7 of our 10 in-house folks into underwriting or pre-underwriting roles. That kind of time savings is invaluable.
The OCR piece is obviously valuable, but everybody does that. What made us choose Heron was its ability to plug directly into our intake workflow, automate submission processing, and integrate deeply with our underwriting system.
%20-%20Edited.png){kind=small}
We’re more consolidated and organised in the underwriting space now. And candidly — we’re funding more deals.
If we got a straight-through application... we could get a quote out the door in five minutes. Before, it was 24 hours.
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.
Integrate Heron into your CRM — no setup, no hassle.
Heron
- Live in days
- No engineers required: just share your CRM keys and policies
- Quickly tailored to your workflow and policies
- Dedicated on-demand support
.png){kind=icon}
Typical enterprise software
- Not live for months
- Signficant in-house or consultant engineering needed
- Clunky abstractions and customizations that are costly, take time and are difficult to change
- DIY troubleshooting with product docs or FAQs