How it works
AI for Real Work
Make better decisions faster: Heron organizes, parses and evaluates your applications, submissions and other files — all tailored to your actual workflow
Receive Classify Parse Enrich Evaluate Sync
Receive
Consolidate data intake from multiple sources - simply forward emails, bulk upload or send via API
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Classify
Organize files into the document types relevant to your process and prepare them for parsing, analysis or review
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Parse & Validate
Extract the key fields from each document type into a data format that you can actually use
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Enrich
Use our machine learning or third-party data sources to add context critical to your process (e.g. bank transaction categorization)
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Evaluate
Check against your policy and automatically take the next action - e.g. auto-decline, request more information, or prepare for review
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Sync
Populate a new record in your system of record in moments - never open your submissions inbox again!
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Who we help
Driving Business Outcomes at 130+ Leading Firms
Don’t get left behind: find out how Heron's document automation solutions will help you scale and speed up your manual workflows
SMB Finance
Heron Data Automates Broker Desk Operations for TFS Financial
- 4,000+ decisions automated each month
- 2 FTEs workload saved every month
“Rather than uploading decisions all day, my team can now focus on making sure the right applications get to the right lenders — and that we’re getting approvals back faster for our customers.”
— Sydney Stewart, Manager of Broker Desk at TFS
SMB Finance
Big Think Capital Cuts Offer Processing Time by 98% — And Wins Deals Faster with Heron
- ~98% reduction in time from offer arrival to rep response (30+ minutes → under a minute)
- Zero pitch delay — Reps can pitch a deal as soon as funders respond, no waiting
“The first broker to get the best approval is the one that’s going to win the deal.”
— Chris Forsberg, VP of Operations at Big Think Capital
Insurance
How Heron helped Pathpoint automate inspection report workflows and scale effectively
- 4x intake volume without adding headcount
- 100 human hours saved per week
“Heron allowed us to completely automate a process that used to consume 100 person-hours a week. Now, it's not a concern anymore.”
— Ania Gradzka, Product Manager
Why Heron
Ready-Made For Your Business
Focus on what really matters — we do the dirty work so you don’t have to
Built around your business processes — not a generic solution
State of the art ML — with automated feedback
No engineers needed — just forward your emails
Scale your output — handle more applications, deals, cases, without added cost or complexity
5880 hours of tedious work saved every week
Ask Us How Much Time We Could Save You
Customer testimonials
What our customers say...
“We want this information on every deal...Heron is positioned at the top of our funnel because it’s handling the most important data.”
“We used to be online at 10 p.m. and work until 1 a.m. just entering applications. With Heron, we’re finally out from behind the keyboard — we’re meeting partners, traveling, growing the business. That just wasn’t possible before.”
— Matthew Sapnar, President and Co-Founder, One Team Capital
“Heron saves a ton of time for our adjusters. These are highly analytical people, you want them using their brain for adjudication, not thinking about manually copying information.”
— Brian Mullins, Chief Technology Officer (CTO)
“The OCR piece is obviously valuable, but everybody does that. What made us choose Heron was its ability to plug directly into our intake workflow, automate submission processing, and integrate deeply with our underwriting system.”
— Doug Christison, CEO at Olympus Lending
Document types
50+ Document Types Supported Off The Shelf
We’re adding more every day - if you handle a large volume of documents, reach out to see how we can scale your operations and reduce cost
Secure and Trusted
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