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At Heron, we use the latest advances in AI and LLMs to automate document-heavy workflows. Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
Heron processes 30,000+ documents daily and automates submission workflows, enabling teams to shift from data entry to higher-value underwriting and decision-making tasks, saving 100+ hours per week per customer.
Heron handles high-volume document workflows with no added headcount cost, supporting 50+ document types and enabling organizations to process 4x intake volume or more without proportional staffing increases.
Heron uses machine learning and third-party data sources to add context (e.g., bank transaction categorization) and evaluates submissions against policy rules to auto-decline, request information, or prepare for review.
Heron syncs parsed and enriched data directly into your system of record via API or pre-built integrations, eliminating manual data transfer and enabling straight-through processing workflows.
Heron consolidates data intake from emails, bulk uploads, and APIs, then classifies and parses documents into structured data formats that populate your CRM or system of record automatically.