A SaaS product that automates document-heavy tasks using AI. It supports over 50 document types and provides solutions for processing documents, such as contracts, utility bills, and financial statements. It's designed to integrate seamlessly into existing workflows and is used by various enterprises to increase efficiency and reduce manual work.
Features
AI-Powered Document Automation
Heron offers automation of document-heavy tasks using AI to save time on complex paperwork. This feature is designed to handle a wide variety of documents and provide automated feedback.
Pre-Built Document Templates
Heron supports over 50 document types out-of-the-box, including Acord forms and financial statements. This ensures quick implementation and ease of use for businesses handling various document formats.
Automated Underwriting
Automatically extracts relevant data from documents, reducing the need for manual input and speeding up the underwriting process.
Email to CRM Integration
Quickly transfers data from emails to CRM systems, making information available within minutes without manual entry.
Document Parsing and Validation
Instantly parses and validates documents to ensure accuracy and consistency in data, which supports better decision-making.
Custom Integration Options
Integrates directly with CRM or LMS systems for seamless data transfer and system efficiency.
Document Processing Automation
Automates document processing to minimize risk and allow users to focus on what's important in the insurance industry.
Integration with Various Systems
Direct integration with agency management systems, policy administration systems, and MGAs to streamline operations.
Error & Omission Support
Supports errors and omissions, directors and officers liability, and other specialty insurance lines, enhancing document handling for these specific needs.
Validation Feature
Includes a robust validation feature to ensure that parsed data from documents is correct and reliable.
Instant Parsing and Validation
Quick parsing and validation of documents driving business operations in the insurance sector.
Automated Document Handling
Automatically processes and organizes legal documents to simplify case preparation and reduce administrative tasks.
Create Case Files and Extract Key Information
Enables the automatic creation of case files by extracting essential information from documents, saving time and improving accuracy.
Parser and Validator
Instantly parses and validates every case file to ensure all necessary information is accurate and up to date.
Integration with Case Management Systems
Integrates smoothly with existing case management systems like Salesforce to enhance workflow efficiency.
Automated Parsing and Validation
This feature allows you to automatically parse and validate documents, ensuring data accuracy and streamlining workflows.
Intuitive Extraction
Quickly extract key data points from documents with an intuitive interface that supports seamless data handling.
Evaluation and Analysis
Offers evaluation tools to analyze documents for specific insights, improving decision-making with comprehensive document assessment.
Sync and Integration
Easily sync and integrate your documents with existing systems, reducing time spent on manual data entry and management.
Wide Document Type Support
Supports a variety of document types including PDFs, invoices, and handwritten notes, providing flexibility for different business needs.
AI-Powered File Organization
Automatically renames bank statements using AI to organize files efficiently.
Upload Flexibility
Allows users to upload files through various methods, respecting their preferred workflow.
File Classification
Classifies uploaded files automatically into relevant categories for streamlined organization.
Parse & Validate
Extracts key information like balance, account number, and statement date to ensure accuracy and enhance organizational possibilities.
Custom Naming Templates
Provides the ability to create and apply custom naming templates for consistent file naming. For example, using patterns such as {bank}_{balance}_{date}.pdf.
Large Language Models (LLMs)
Pioneers in using enterprise-level Large Language Models in business processes to categorize bank transactions and more, enhancing speed, accuracy, and fairness.
Automation of Document-Heavy Workflows
Helps fintechs, financiers, insurers, and professional services automate complex document-heavy workflows, freeing up time for meaningful work.
Processing and Analysis
Processes over 30,000 documents and analyzes over 10,000 deals every day, supporting over 50 specific document types.
ISO Application Parser
Eliminates manual data entry by collating email packets into a single place, freeing up time for employees to focus on building better merchant relationships.
Bank Statement OCR & Analysis
Automatically parses and analyzes bank statement data, surfacing key metrics like revenue deposits and debt calculations in seconds, reducing the time and errors involved in manual reviews.
PDF Bank Statement Handling
Allows underwriters to quickly assess bank statement data without the need for manual searches and multiple file uploads, saving significant time in the underwriting process.