About
Heron provides AI-powered automation for document-heavy workflows, automating document intake, classification, parsing and data extraction. The product consolidates data intake from multiple sources (forwarded emails, bulk upload, API) and extracts key fields into structured formats, enriching data via machine learning or third-party sources. Heron checks extracted data against configured policy to trigger automated actions (for example: auto-decline, request more information, prepare for review) and syncs structured data directly to a CRM or other system of record. The site positions the offering as enterprise-grade software that integrates with existing CRMs and claims "No engineers required" for implementation.
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