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
Consolidate data intake from multiple sources - simply forward emails, bulk upload or send via API
.png)
Classify
Organize files into the document types relevant to your process and prepare them for parsing, analysis or review
Parse & Validate
Extract the key fields from each document type into a data format that you can actually use
Enrich
Use our machine learning or third-party data sources to add context critical to your process (e.g. bank transaction categorization)
Evaluate
Check against your policy and automatically take the next action - e.g. auto-decline, request more information, or prepare for review
Sync
Populate a new record in your system of record in moments - never open your submissions inbox again!
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
From Data Entry to Full Financial Underwrite: Speeding up MCA Funders
50%
decrease in time-to-offer
2 FTEs
freed up for underwriting
"Heron has eliminated the data entry phase of our underwriting process. We now have a clear picture of revenue, positions, and the legitimacy of the file within minutes of the submission email.”
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.”
Manager of Broker Desk at TFS
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.”
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
.avif)
Scale your output — handle more applications, deals, cases, without added cost or complexity
10,000+
hours of tedious work saved every week
Ask Us How Much Time We Could Save You
Customer testimonials
What our customers say...
We’re adding more every day - if you handle a large volume of documents, ask us how we can help.
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.
“Two weeks after turning on Heron, our 25-person offshore data entry team went to zero. We moved 7 of our 10 in-house folks into underwriting or pre-underwriting roles. That kind of time savings is invaluable.
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.
%20-%20Edited.png){kind=small}
We’re more consolidated and organised in the underwriting space now. And candidly — we’re funding more deals.
Doug Christison
CEO at Olympus Lending
If we got a straight-through application... we could get a quote out the door in five minutes. Before, it was 24 hours.
Heron is quite easily number one in importance for our tech stack...Realistically, you are not going to be able to put together an educated view of someone’s account if you’re only doing open banking-based underwriting.
Bank statements
ISO application forms
Financial statements
Tax returns
ACORD forms
Loss run report
Contracts
Voided Checks
Utility Bills
Bank statements
ISO application forms
Financial statements
Tax returns
ACORD forms
Loss run report
Contracts
Voided Checks
Utility Bills
Bank statements
ISO application forms
Financial statements
Tax returns
ACORD forms
Loss run report
Contracts
Voided Checks
Utility Bills
Bank statements
ISO application forms
Financial statements
Tax returns
ACORD forms
Loss run report
Contracts
Voided Checks
Utility Bills
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, 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