Capabilities

Automate End-to-End Document Processes

Consolidate data intake from multiple sources - forward emails, bulk upload, send via API and more

Organize files into the document types relevant to your process and prepare them for parsing, analysis or review

Extract key fields from each document into your optimal data format

Use our machine learning or third-party data sources to add context critical to your process (e.g. bank transaction categorization)

Check against your policy and automatically take the next action - e.g. auto-decline, request more information, or prepare for review

Populate a new record in your system of record in moments - never open your submissions inbox again!

Automate repetitive data extraction and entry, integrating seamlessly with your existing CRM or operating systems

Heron integrates with your existing system of record - CRM, LMS, AMS, and more - to help your operators pick up their work where they are

No engineers required: just share your CRM keys and policies

Quickly tailored to your workflow and policies

Dedicated on-demand support

Not live for months

Significant in-house or consultant engineering needed

Clunky customizations that are costly, take time and are difficult to change

DIY troubleshooting with product docs or FAQs

Not affiliated with one of your competitors

SOC2, GDPR, CCA compliant

Parsing over 100,000 documents every day

by over 130 financial and professional services firms