Last updated 07-22-2026
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Heron
Heron automates document-heavy workflows for financial services and insurance teams. It handles intake, classification, parsing, enrichment, evaluation, and syncs structured data into your CRM or system of record.
The platform runs a six-step pipeline: receive documents from email, portals, or API; classify by document type; parse and validate fields; enrich with machine learning or third-party data; evaluate against your policies; and sync records to systems like Salesforce, Zoho, or Guidewire.
Heron is built for SMB finance funders, brokers, fintechs, insurers, and professional services firms that process high volumes of bank statements, tax returns, ACORD forms, and similar files. The company reports processing 30,000+ documents daily and supporting 50+ document types.
Forward submission emails and Heron classifies every attachment by document type
Parses bank statements, tax returns, ACORD forms, and 50+ other document types
Claims 99.5% extraction accuracy with built-in error detection and human review loops
Plugs into Salesforce, Zoho, Guidewire, Duck Creek, and other CRM or AMS systems
Runs auto-decline, policy checks, and fraud detection before records hit your inbox
SOC 2 compliant with encryption at rest and MFA for production access
Can go live in days without requiring in-house engineers, per Heron's product page
Covers the full workflow from email intake through CRM sync in one platform
Handles handwritten forms and poor-quality scans that standard OCR often misses
Independent vendor not affiliated with competing funders or lenders
SOC 2 certified with encryption at rest and MFA for production systems
No self-serve pricing or signup; every customer goes through a demo or sales call
Built for regulated finance and insurance workflows, not general-purpose document automation
Case studies and marketing focus on B2B operations teams rather than individual users
How much does Heron cost?
Heron does not publish pricing on its website. Access is sold through custom enterprise plans, and prospects book a demo or talk to sales to get a quote tailored to their workflow.
What document types does Heron support?
Heron supports 50+ document types out of the box, including bank statements, ISO applications, financial statements, tax returns, ACORD forms, loss runs, UCC filings, and voided checks.
Does Heron integrate with Salesforce?
Yes. Heron integrates with Salesforce and other systems of record such as Zoho, Cloudsquare, Guidewire, Duck Creek, LendSaaS, and Quickbase.
Is Heron SOC 2 certified?
Heron is SOC 2 Type 1 certified and is undergoing SOC 2 Type 2 and Type 3 audits. The platform also follows GDPR and CCPA requirements.
How do you send documents to Heron?
Heron accepts documents via email forwarding, bulk upload, API, and integrations with sources like Dropbox and Google Drive. Intake channels route files into the right processing workflows automatically.
Who is Heron built for?
Heron targets SMB finance funders, brokers, fintechs, insurers, and professional services firms that handle large volumes of underwriting and compliance documents.