Top 5 Heron Data Alternatives in 2025

Break free from Heron Data's limitations. Compare against the top document processing tools that offer higher accuracy, and versatile lending automation capabilities.

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National Debt Relief partners with Docsumo for accurate document processing
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Greystone partners with Docsumo for accurate document processing
Biagi Bros. partners with Docsumo for accurate document processing
Westland partners with Docsumo for accurate document processing
Westland partners with Docsumo for accurate document processing
PayU partners with Docsumo for accurate document processing
PayU partners with Docsumo for accurate document processing

Top Heron Data Alternatives Ranked

Heron Data
Lending DocAI
Textract
Document AI
Omni AI
Ocrolus

Overview

G2 Rating
-
4.8 (55 reviews)
4.4 (24 reviews)
4.2 (36 reviews)
-
4.6 (15 reviews)
Target Market Segments
Mid-Market + Enterprise
Mid-Market + Enterprise
Enterprise
Enterprise
Mid-Market + Enterprise
Enterprise
Pricing
Custom Pricing
$0.16 per 3000 pages monthly
Starts at $1.5 per 1000 pages
Starts at $1.5 per 1000 pages
Starts at $225 per month
Custom Pricing
Free Trial
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Key Features

Pre-Processing

OCR
Auto-Split
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Auto-Classification

Data Extraction & Review

Active Document Type Folder View
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Pre-Trained Models
50+ pre-trained document types for financial services, insurance, and lending use cases.
100+ pre-trained models for varied document types and industry-specific use cases.
15+ pre-trained models that cater to invoices, loan applications, and identity documents.
15+ specialized pre-trained models with support in multiple languages.
Limited models, mainly specializing for financial documents such as bank statements and tax returns.
The pre-trained models cater to commercial real estate lending use cases primarily.
Training Custom Models
Custom model training is available but requires support from the Heron team for setup.
Ability to train the AI+ML model on your custom document type with just 10 documents.
Requires AWS expertise and complex to set up for non-technical users.
Requires IT support to train the model and customization is complex.
Available only in the Enterprise plan with fine-tuning capabilities.
No custom model training available.
Document Reviewer
Clean dashboard interface with review capabilities.
Premium review screen experience with customizable fields.
Clean and easy-to-use UI with the option to customize fields.
Requires IT team support which complicates the customization.
No dedicated review screen provided.
Overwhelming review screen experience for non-technical users.
GenAI Document Summarizer
-
-
-
Data Extraction from Large PDFs
Takes a long time to batch process from larger documents.
Accurate data capture from large documents with 50+ pages.
Takes a long time to batch process from larger documents.
Allows specification of number of pages to batch process, but takes a long time.
Takes a long time to batch process from larger documents.
Longer processing time for documents with 20+ pages.
Duplicate File Detection
-
Accuracy
91%
95-99%
93%
93%
87%
90%

Import & Export

API Access
Webhooks Access
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Custom Integrations
Integrates with 20+ systems, including Salesforce, and other CRM/LOS platforms.
10+ third-party apps available for integration.
Complex to set up.
Complex to set up.
Basic integrations available, but lacks an extensive third-party ecosystem.
Complex to set up.

Data Validation

Custom Formulae
-
-
-
Post-Processing with Custom Code
-
-
Master Data
Lookup
-
-
-

Analytics

Document Processing Dashboard
Basic analytics and processing metrics available in dashboard.
Detailed reporting dashboard with usage, accuracy and time-savings data.
No dashboard.
No dashboard.
Basic dashboard functionality.
Basic dashboard functionality.
Auto-Categorization
-
-

Workflow

Assign Users for Review
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-
-

Support

Dedicated Account Manager
Available for Enterprise customers only.
1:1 consultation with a dedicated automation expert.
Comes at an additional cost.
Comes at an additional cost.
Available in the Enterprise plan only.
Available in the higher-tier plans.

Test-drive Lending DocAI

Upload your own set of documents or use our samples to see how Docsumo's data extraction works.
[Supports up to 5 pages & 35MB]

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Docsumo Lending DocAI vs Heron Data

  • Processing accuracy: Heron Data achieves 91% accuracy for financial documents, while Docsumo Lending DocAI delivers 95-99% accuracy with proven straight-through processing rates above 95%.
  • Industry focus: Heron Data specializes exclusively in financial services with 50+ pre-trained models for lending and insurance, whereas Docsumo Lending DocAI offers broader document support beyond financial services with AI agents for various lending workflows.
  • User interface: Heron Data provides a clean dashboard interface with basic review capabilities, but Docsumo offers an intuitive Excel-like interface with comprehensive document reviewer screens and AI agent management.
  • Pricing: Heron Data uses custom quotation-based pricing without transparency, while Docsumo provides usage-based pricing starting from $0.15 per 1,000 pages with clear cost structure.
  • Integration capabilities: Heron Data connects with 20+ systems including lending platforms and CRMs, however Docsumo enables broader integration via APIs, email parsing, cloud drives, and multiple third-party connectors.

Verdict

Heron Data suits businesses with basic accuracy requirements and more specialized workflow needs, while Docsumo Lending DocAI is better for organizations seeking higher accuracy, transparent pricing, and versatile lending automation.

Amazon Textract vs Heron Data

  • Extraction capabilities: Heron Data specializes in complex financial documents with industry-specific templates, while Amazon Textract offers broader document understanding including forms, tables, and natural language queries with 93% accuracy.
  • Processing accuracy: Heron Data achieves 91% accuracy for financial documents, while Amazon Textract delivers 93% accuracy with strengths in printed text but lower performance on handwritten content.
  • Ease of use: Heron Data provides dashboard-based workflow management with human review capabilities, whereas Amazon Textract is entirely API-driven requiring developer expertise without native document review interface.
  • Integration ecosystem: Heron Data offers direct integrations with 20+ financial systems and CRMs, but Amazon Textract integrates deeply with AWS services like S3, Lambda, and SQS for scalable workflows.
  • Pricing: Heron Data requires custom quotations without published rates, whereas Amazon Textract offers transparent pay-per-page pricing at $1.50 per 1,000 pages.

Verdict

Heron Data is ideal for financial services requiring specialized document workflows, while Amazon Textract suits AWS-centric enterprises needing flexible, cost-effective document extraction capabilities.

Google Document AI vs Heron Data

  • Processing accuracy: Heron Data delivers 91% accuracy on financial documents, while Google Document AI achieves 93% OCR accuracy with consistent performance across diverse document types.
  • Target market: Heron Data focuses exclusively on enterprise financial services clients, whereas Google Document AI serves businesses of all sizes with scalable cloud-native architecture.
  • Custom model training: Heron Data requires team involvement for custom model configuration, but Google Document AI offers Document AI Workbench for independent custom model development though with technical complexity.
  • Pricing: Heron Data uses opaque custom pricing requiring quotations, whereas Google Document AI provides clear pay-as-you-go pricing at $1.50 per 1,000 pages for basic processing.
  • Deployment options: Heron Data operates as a managed service with limited deployment flexibility, while Google Document AI offers cloud-native architecture with seamless integration to Google Cloud ecosystem.

Verdict

Heron Data excels for large financial institutions requiring specialized support, while Google Document AI provides better scalability, transparency, and cost-effectiveness for diverse business needs.

Omni AI vs Heron Data

  • Processing accuracy: Heron Data delivers 91% accuracy for complex financial documents, while Omni AI achieves 87% document processing accuracy with vision-based model approach.
  • Document specialization: Heron Data offers 50+ pre-trained models specifically for financial services documents, while Omni AI focuses on financial document processing with vision-based models achieving 87% accuracy.
  • User interface: Heron Data provides clean dashboard interface with submission-based workflow management, whereas Omni AI emphasizes API-first design with limited UI components for document review.
  • Pricing: Heron Data uses custom enterprise pricing without transparency, but Omni AI offers structured tier-based pricing starting at $225/month for 5,000 pages.
  • Integration capabilities: Heron Data supports 20+ direct integrations with financial platforms, however Omni AI provides basic integrations with Google Sheets, Excel, and limited third-party connections.

Verdict

Heron Data suits large financial enterprises requiring comprehensive workflow management, while Omni AI is better for organizations with developer resources needing specialized financial document processing.

Ocrolus vs Heron Data

  • Processing accuracy: Heron Data achieves 91% accuracy with automated processing, while Ocrolus combines machine learning with human-in-the-loop validation to deliver 90%+ accuracy with manual verification.
  • Industry focus: Heron Data serves multiple financial sectors including lending and insurance with 50+ document types, whereas Ocrolus specializes exclusively in financial services with focus on cash flow analytics and fraud detection.
  • Document handling: Heron Data processes complex financial documents with automated workflows, while Ocrolus specializes in financial document processing with additional authenticity scoring and tampering detection.
  • Analytics capabilities: Heron Data provides basic analytics and processing metrics in dashboard, but Ocrolus offers advanced cash flow analytics, income calculations, and fraud detection for deeper financial insights.
  • Custom model training: Rossum (Long-drawn process) vs Nanonets (Provision to train with 10 sample documents)
  • Pricing: Heron Data uses custom quotation-based pricing without published rates, whereas Ocrolus also employs custom pricing models without transparent rate structures.

Verdict

Heron Data provides broader financial services automation with workflow management, while Ocrolus excels for institutions requiring highest accuracy with human verification and specialized fraud detection capabilities.

5 Reasons To Choose Docsumo over Heron Data

Ready-to-use models - Skip the setup sprint

Docsumo's 50+ pre-trained lending models get your underwriting team processing bank statements, tax returns, and financial documents instantly. While Heron Data requires weeks of custom setup and dedicated team involvement. With Lending DocAI, your credit team starts extracting loan data from day one.

OCR that actually reads between the lines

Docsumo's 95-99% accuracy on financial documents means fewer manual corrections and faster time-to-close. Heron Data's 97% accuracy sounds close, but those extra percentage points translate to hundreds of hours saved monthly in loan processing - critical when borrowers demand speed.

Interface that feels like you've used it before

Docsumo's Excel-like interface feels instantly familiar to lending professionals. Review bank transactions, validate income calculations, and spot fraud indicators with simple clicks. No more wrestling with Heron Data's submission-based workflows that require extensive training.

Plug and play with your favourite tools

Seamlessly integrate with 50+ tools, including Encompass, nCino, Salesforce, and QuickBooks. While Heron Data limits you to 20+ financial-focused integrations, Docsumo's robust APIs work with any LOS, core banking system, or credit decisioning platform.

Scale up exactly how you planned

Docsumo adapts as your financial services expand - from mortgage origination to insurance underwriting to wealth management. While Heron Data locks you into narrow lending workflows, Docsumo's versatile platform handles new document types and business lines as you scale.