Heron Intake

What it does

• Document-heavy workflow automation
• SMB finance underwriting
• Insurance underwriting
• Equipment finance

Category

Document processing

Built for

Financial services and insurance

Users

SMB lenders, Funders, Brokers, Insurance firms

Public API

Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

• Free plan$0

Prices as published by Heron Data, checked Oct 2026.

Security and compliance

As reported by Heron Data. Ask for audit reports before you buy.

• SOC 2 Type IICompliant
• SOC 2 Type ICompliant
• ISO 22301Compliant

• Data encryption utilized
• Encryption key access restricted
• Unique account authentication enforced
• Production application access restricted
• Asset disposal procedures utilized
• Portable media encrypted
• Code of Conduct acknowledged by contractors
• Control self-assessments conducted
• Vulnerability and system monitoring procedures established
• Internal security procedures
• Continuity and Disaster Recovery plans established
• Continuity and Disaster Recovery plans tested
• Cybersecurity insurance maintained
• Data retention procedures established
• Customer data deleted upon leaving
• Data classification policy established

Reviews

• 

  Agentic Document Extraction (ADE)

  by LandingAI

  API-driven intelligent document processing platform for parsing, splitting, classifying, sectioning, and extracting structured data from any document with audit-ready traceability.

  #2 in Classify documents70

• 

  OwlVision

  by Owl.co

  Reads and classifies claim documents such as medical records and police reports, turning them into a connected, cited evidence graph.

  #3 in Classify documents67

• 

  InQuery

  AI workspace for defensible medical-legal review with document indexing, case summaries, medical chronologies, structured key facts, billing summaries, and record completeness.

  #4 in Classify documents66

• 

  Document Stack

  by Insure Stack

  Intelligent document processing, auto-classification, policy extraction, compliance checks, and document management for insurance operations.

  #5 in Classify documents65

• 

  Curacel Extract AI

  by Curacel

  Extract claim data with unmatched accuracy by using AI to read, classify, and extract data from documents so claims teams never have to key it in manually again.

  #6 in Classify documents64

• 

  Document Classification

  by Handl

  AI-driven classifier that isolates documents in images, categorizes types (e.g., Passport, Driver’s License), and adjusts orientation, with support for custom document types.

  #7 in Classify documents62