.avif)
Streamline Intake From Any Source
Automatically organize and classify incoming documents from email, portals, and APIs—eliminate manual triage and route files instantly to the right workflows.
- Connect email inboxes, file portals, and API sources with one-click setup
- Auto-classify document types and route to appropriate processing workflows
- Eliminate manual sorting with intelligent file organization and metadata tagging
.avif)
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
Reimagine document intake
Heron Intake automatically captures and organizes documents from any source—email attachments, web portals, API uploads, or direct integrations. Instead of manual file sorting and routing, your documents are instantly classified by type and automatically directed to the right processing workflows.
Universal Document Capture
Ingest from email inboxes, Dropbox, Google Drive, APIs, and custom portals.
Smart Classification
Automatically identify document types and organize files with intelligent tagging
Intelligent Naming
Create naming templates to match your exact needs for consistent, organized files.
e.g. [Month]_[Business Name]_Bank_Statement
Workflow Routing
Direct documents to appropriate processing pipelines and back into the system of record.
and many more..
Explore our Intake Products
Heron Intake automatically captures and organizes documents from any source—email attachments, web portals, API uploads, or direct integrations. Instead of manual file sorting and routing, your documents are instantly classified by type and automatically directed to the right processing workflows.
Smart Classification
Real-Time Processing
Intelligent Routing
Send any documents directly through email and parse all their attachments and even the body of the email itself
API Integration
Direct API access to trigger ingestion of documents
Add more intake channels!
Explore more of our products and customize your workflow, tailored to your use-case.
