Heron Automate Your Document-Heavy Work

What is Heron?

Heron provides an AI-powered solution designed to automate complex, document-intensive workflows for businesses. It focuses on streamlining processes by automatically handling document intake from various sources, including email forwarding, bulk uploads, and API integration. The platform employs artificial intelligence to classify documents, extract key data fields accurately, and enrich this data using machine learning or external sources, adding valuable context for decision-making.

Designed to integrate seamlessly into existing operations, Heron syncs the processed, structured data directly into CRM systems or other records management platforms. This automation aims to significantly reduce manual effort, allowing teams to focus on core tasks like analysis and decision-making rather than data entry. The platform emphasizes security and reliability, being SOC 2 compliant, and supports over 50 document types relevant to industries such as finance, insurance, and legal services.

Features

Automated Document Intake: Consolidates data from emails, bulk uploads, or API.
AI-Powered Classification: Organizes files into relevant document types automatically.
Data Extraction & Validation: Extracts key fields from documents into structured, usable formats.
Data Enrichment: Adds critical context using machine learning or third-party data sources (e.g., bank transaction categorization).
Automated Workflow Evaluation: Checks data against predefined policies to trigger automated actions (e.g., auto-decline, request info).
CRM & System Synchronization: Populates structured data directly into systems of record.
Broad Document Support: Handles over 50 document types including financial, legal, and insurance forms.
SOC 2 Compliance: Adheres to high standards for security and data protection.

Use Cases

Automating underwriting processes for SMB finance and MCA funders.
Streamlining document processing and management for legal practices.
Automating intake and analysis of insurance documents like inspection reports and ACORD forms.
Reducing manual data entry across various document-heavy workflows.
Scaling document processing capacity without increasing administrative overhead.
Improving efficiency and speed in compliance-related workflows.

FAQs

What types of documents can Heron process?

Heron supports over 50 document types off-the-shelf, including bank statements, ISO application forms, financial statements, tax returns, ACORD forms, loss run reports, contracts, voided checks, and utility bills.
How does Heron receive documents?

Documents can be ingested by forwarding emails, using bulk upload features, or integrating via the Heron API.
Is Heron secure to use?

Yes, Heron is SOC 2 compliant, ensuring enterprise-grade security and adherence to data protection standards.
Can Heron integrate with our existing software?

Yes, Heron is designed to sync structured data directly into your existing systems, such as CRMs.
Which industries benefit most from Heron?

Heron is particularly beneficial for industries with document-heavy workflows, such as SMB Finance & MCA, Equipment Finance, Insurance, and Legal services.