Automatically Rename Equipment Valuation Reports and unlock AI-Powered File Organization

Save hours of manual work

Seamlessly organize files

Fully customizable templates

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.

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 equipment name, valuation date, condition rating, or custom fields you define—tailored to your naming conventions.

Apply Custom Naming Templates

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

e.g. [Equipment Name]_[Valuation Date]_[Condition Rating]_Equipment_Valuation_Report.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.

Salesforce

Zoho

Sharepoint

Quickbase

and many more..

Secure and Trusted

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