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About Heron: Automate Your Document Heavy Work

Heron provides AI-based document automation software designed to handle document-heavy workflows. The platform offers tools for receiving, classifying, validating, enriching, evaluating, and syncing data from documents, consolidating intake from email, uploads, and APIs. It targets small and medium businesses in finance and insurance, including funders, brokers, and insurance firms, and integrates processed data into customer CRM or system of record. The company states it is SOC 2 compliant and reports serving over 130 firms with solutions such as automated broker desk operations.

Website: herondata.net
Phone: 9292772824
Categories: Computer software