Automate End-to-End Document Processes
Receive
Consolidate data intake from multiple sources - forward emails, bulk upload, send via API and more
Classify
Organize files into the document types relevant to your process and prepare them for parsing, analysis or review
Parse & Validate
Extract key fields from each document into your optimal data format
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!
Classify and Parse a Growing Range of Document Types
Automate repetitive data extraction and entry, integrating seamlessly with your existing CRM or operating systems
50+ Document Types
97% Accuracy
Fraud Detection
No New System,
No More Tab Switching
Heron integrates with your existing system of record - CRM, LMS, AMS, and more - to help your operators pick up their work where they are
Implemented Faster
Than You Can Say AI
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
Typical enterprise software
Not live for months
Signficant in-house or consultant engineering needed
Clunky customizations that are costly, take time and are difficult to change
DIY troubleshooting with product docs or FAQs
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