An AI document automation platform that extracts, enriches, and routes data from emails and attachments directly to your CRM.
Heron automates document-heavy intake workflows by ingesting files from email, bulk uploads, or APIs, classifying them by document type, extracting key fields, enriching data with ML or third-party sources, and syncing structured records into a CRM. It supports 50+ document types out of the box and processes over 100,000 documents per day. Customers include small businesses and FDIC-insured banks in small business finance and commercial insurance. Heron is a product of Heron Data.