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Automatically Rename Balance Sheets and unlock AI-Powered File Organization

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Save hours of manual work
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Seamlessly organize files
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Fully customizable templates
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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.

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Classify

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

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Parse & Validate

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

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Apply Custom Naming Templates

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

e.g. [Business Name] | [Period] | Balance Sheet.pdf
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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.

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Salesforce
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Zoho
Sharepoint
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Quickbase
and many more..
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Secure and Trusted

Independent, Enterprise-Grade Software You Can Trust

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Independent

Not affiliated with one of your competitors

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Secure

SOC2, GDPR, CCA compliant

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Robust

Parsing over 100,000 documents every day

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Trusted

by over 130 financial and professional services firms