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Heron Data is an AI-powered document management tool that automates document intake, data extraction, and enrichment. It syncs structured data directly to CRMs, helping businesses streamline document-heavy workflows.
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Heron Data leverages AI to automate document-heavy workflows, specializing in document intake, data extraction, enrichment, and synchronization with CRMs or systems of record. It helps businesses, particularly in SMB finance and insurance, to process applications, submissions, and other files more efficiently. The platform classifies documents, parses key fields, and enriches data using machine learning or third-party sources. Heron Data also evaluates documents against policies and automates subsequent actions, such as auto-declines or requests for more information. It supports over 50 document types, including bank statements, financial statements, tax returns, and ACORD forms, and is SOC 2 compliant, ensuring secure and trusted operations.
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Likely Not Free
Not publicly disclosed. Check herondata.io for current pricing.
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