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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
Parse & Validate
Extract the key fields from each document type into a data format that you can actually use
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!
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
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
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.”
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.
If Heron goes down, our entire card approval decisioning system goes down.
With Heron, we went from 30% default ratio to 10.7%. That’s ~$6 million per year saved in defaults for us.
Starting projects used to feel daunting, but Heron simplifies everything. We’ve used it for both small and large projects, and it never disappoints.
We love Heron! It’s made the design process super streamlined.
We love Heron! It’s made the design process super streamlined.
We love Heron! It’s made the design process super streamlined.
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
Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitors
Secure
SOC2, GDPR, CCA compliant
Robust
Parsing over 100,000 documents every day
Trusted
by over 130 financial and professional services firms