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Understand the Important Data Buried in Documents
Extract KPIs, financial metrics, and business insights from any document—get decision-ready analytics in minutes, not weeks.
- Extract financial metrics, risk indicators, and performance data automatically
- Generate custom dashboards and reports from unstructured documents
- Identify trends, anomalies, and red flags across your entire portfolio
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Trusted by
Traditional Approach
- Manual data entry teams struggling with complex document formats
With Heron
- Automated extraction with human-level accuracy and built-in quality controls
What is Heron Analytics?
Heron Analytics automatically finds and extracts key business metrics buried inside your documents and data. Instead of manually combing through reports and spreadsheets, get instant insights on financial performance, risk indicators, and operational metrics that drive better decisions.
Extract Key Metrics Across All Submission
Heron automatically identifies and extracts critical business metrics from every document in your workflow. Whether it's premiums ($1.4M), loss ratios (68%), or utilization rates (83%) across hundreds of submissions, Analytics pulls out the KPIs that drive your decisions without manual review of individual files.
Generate Portfolio-Wide Dashboards
Your document metrics from across all submissions are automatically aggregated into configurable dashboards with charts, graphs, and trend analysis. Get instant visibility into portfolio performance, risk indicators, and operational metrics spanning your entire book of business.
Detect Cross-Submission Anomalies
Analytics continuously monitors data across all your submissions for outliers and suspicious patterns. When something unusual is detected—like a broker submitting abnormally high loss ratios or unexpected premium concentrations—you get immediate alerts with options to investigate or dismiss.
and many more..
Explore Analytics Products
Heron Analytics automatically finds and extracts key business metrics buried inside your documents and data. Instead of manually combing through reports and spreadsheets, get instant insights on financial performance, risk indicators, and operational metrics that drive better decisions.
Configurable Analytics
Cross-Submission Intelligence
Red Flag Alerts
Cash Flow Summary
Visualize trends in inflows, outflows, average balances, and burn rates across submissions. Identify financial stability (or red flags) instantly — no spreadsheet wrangling required. 🧾 Bank Statement Spreading Analytics Track parsing accuracy, monthly coverage,
Bank Statement Spreading
Track parsing accuracy, monthly coverage, and data consistency across bank statement submissions. Spot gaps, anomalies, or errors with full visibility into every account and transaction field.
