Automation Hero Review: Features, Integration and Pricing 2023

Every workday, employees in organizations across various industries spend countless hours reviewing, interpreting, and extracting relevant information from documents. A company may spend millions in wages annually to pay employees whose duties involve manually processing incoming documents. Automation Hero offers an Intelligent Document Processing (IDP) platform to help you process documents more easily and quickly.

A recent MarketsandMarkets study revealed the global IDP market is expected to generate a revenue of $5.2 billion in 2027. It also expects an increased compound annual gross rate (CAGR) of 37.5% from 2022 to 2027. This growth is driven by the pressing need for companies to process larger volumes of unstructured and semi-structured documents.

Suppose an IDP program includes an intelligent AI engine, like the one Automation Hero offers. Employees can spend less time on tedious document processing tasks and more time on valuable work. In this article, we will extensively review Automation Hero software. By gaining an overview of its features, integrations, and pricing, you can determine whether the tool addresses your data processing needs.

Automation Hero Overview

Automation Hero offers an intelligent document-processing platform that helps organizations process documents faster. With its easy-to-use and accurate AI, companies can focus on speeding up business processes and remaining relevant. The Hero platform aims to democratize access to automation and AI.

Automation Hero combines AI with RPA to form a process automation platform for enterprises. The platform helps improve productivity and ultimately drive more successful business outcomes by completing manual and repetitive tasks. It also allows enterprises to employ a wide range of use cases.

A world-class team of AI and sales experts developed the company. Many of these team members were also on the founding team of Datameer, a leader in big data analytics. The company was formerly known as SalesHero.

Founder and CEO Stefan Groschupf realized that harnessing AI is critical, not optional, for businesses seeking growth and scalability. This realization prompted him to establish Automation Hero in 2017. The team rounded up the best talent and top investors in the AI big data analytics space to develop the intelligent automation platform.

Since its inception, the company has raised over $19M in funding and continues to thrive. It has also established partnerships with global technology leaders and members of the Fortune 500 list. Recently, GigaOm named Automation Hero an industry leader in its IDP Radar Report.

• Established: 2017
• Founder: Stefan Groschupf
• Offices: California, US (Global Headquarters), Berlin, Germany (European Headquarters)

5 Core Features of Automation Hero

Expert Opinion

Rating: 4.7/5

The Hero platform natively combines RPA, artificial intelligence, iBPMS, decision modeling, process mining, ingestion engines, analytics, and UX to process documents. However, it’s nice that the technology is easily accessible through a no-code environment. This way, users can seamlessly gain access to advanced technology.

We’ve verified Automation Hero’s ability to simplify complex tasks. It classifies documents with intelligent character recognition. Its speed and accuracy in automating tasks are among the best in the industry.

However, since it offers a no-code environment, we expected the user interface to be more detailed and intuitive. This way, even users with little or no IT knowledge can easily navigate the platform.

Another thing we love about Automation Hero is the flexibility it offers with its automation feature. It delivers attended and unattended automation. With the unattended version, the platform can manage and complete tasks without your intervention.

On the other hand, the attended automation is delivered through a customizable personal automation assistant. This helps us manage work quicker and more orderly. We typically term it the human-in-the-loop use case. In this case, the AI keeps receiving your feedback to improve and make more personalized recommendations when automating tasks.

Overall, the platform is handy for companies that receive many communications with attachments like images or documents. It can help save valuable time and money. The catch, however, is that you’ll need large inputs to train the model faster.

Notable Features of Automation Hero

Automation Hero offers many distinctive features that make it stand out compared to its alternatives. Its IDP solution has featured use cases in document forgery, invoice processing, contract automation, and automation email. Some of its notable features include:

1. Data Extraction and Validation

Automation Hero has the document-understanding capabilities essential to navigate unstructured data challenges. Its high-value IDP technology enables users to extract data from various document types or formats. These include emails, invoices, contracts, and PDFs. The technology then validates the extracted data to ensure its accuracy and completeness.

This feature allows businesses to automate tasks like data entry, reporting, and compliance. Using the full document OCR, users can convert scans of documents into machine-processable formats by recognizing machine-printed and handwritten text.

The Hero platform also enables you to localize handwriting in documents and convert images of handwriting into machine-processable text. It handles all kinds of document formats.

2. Document Classification and Routing

Automation Hero can categorize documents based on their content. This enables businesses to automatically route documents to the appropriate department or team for further processing.

For example, invoices can be automatically routed to the accounts payable department. Likewise, customer requests or complaints can move to the customer service team.

The Hero platform also offers data labeling capabilities. Users can leverage its “Human in the loop” feature to label data and prepare it for machine learning tasks.

3. Process Automation

Handling unstructured data can be frustrating. However, Automation Hero allows you to automate entire document-centric processes from start to finish. Its redaction feature helps identify sensitive information in documents, like names and addresses. It then outputs a cleaned version of the document without the sensitive information or potentially compromising metadata.

Its signature detection also helps you localize signatures in documents. You can then extract them as image snippets for later use. Using the platform’s process automation features, businesses can save valuable time and ensure precision in operations.

For example, an invoice processing workflow can be automated to extract and validate invoice data. It then routes the invoice to the appropriate department, where it can be approved or rejected.

4. Decision-Making and Approval

Decision-making and approval are critical components of many document-centric processes. Automation Hero allows users to automate these tasks by making decisions and approving or rejecting documents based on pre-defined rules. These rules can depend on various factors, such as the document type, content, and information in its metadata.

For example, you can automate loan application approval on the platform by setting pre-defined criteria. These can be the loan amount, borrower’s creditworthiness, or borrower’s debt-to-income ratio. You can program the software to reject applications from borrowers with a high debt-to-income ratio automatically.

In addition to using pre-defined rules, Automation Hero can also use machine learning to make decisions and approve or reject documents. Its ML models can analyze the borrower’s credit history, employment history, and other factors to determine whether or not to approve the loan. This is particularly useful for complex documents that contain a lot of unstructured data.

Automation Hero Integrations

Automation Hero offers integrations with many popular cloud-based applications and services. This makes connecting your document processing workflows with the rest of your business technology stack easier. The platform integrates well with Google Drive, Tibco, Dropbox, and Microsoft Onedrive. These connections enable you to store and retrieve documents directly within Automation Hero.

Automation Hero also integrates with business software applications like Salesforce, SAP, Microsoft Dynamics 365, and NetSuite. With these integrations, users can automate tasks such as extracting data from purchase orders and invoices and routing documents to the appropriate department.

Let’s not forget the collaboration and productivity tools essential for effective document processing. Automation Hero integrates seamlessly with tools like Slack, Microsoft Teams, and Jira, enabling teams to send and receive updates and track task progress.

Leveraging these integrations, you can efficiently work with all your essential data. Besides these pre-built integrations, the platform also supports custom integrations with other applications and services through its API. Pre-built connectors make it easy to connect to internal and external data sources.

Currently, Automation Hero offers over 35 connectors plus customized APIs. This allows businesses to integrate with their existing tech stack to meet their needs.

Pricing and Plans

Automation Hero uses a consumption-based pricing model. Users can either pay a fixed price per document processed or subscribe to a plan for unlimited data processing. The pricing model is designed to make the solution affordable for businesses of different sizes. This means you can choose a plan that best suits your business needs.

The platform does not offer a free version. However, you can request a demo to assess the tool’s capabilities and select an appropriate pricing plan. To get a demo, you must complete a form requesting your full name, phone number, business email, and company name. A company representative usually contacts you via business email shortly after submitting the form.

If becoming a partner also interests you, Automation Hero offers three partnership levels to provide the perfect fit for your company. You can either become a bronze, silver, or gold partner. Bronze partners engage in a referral partnership that offers access to online sales, marketing, and education tools and compensates for closed opportunities.

The Silver partners focus on co-selling the platform and securing long-term revenue by delivering complimentary services. However, the Gold Partner level provides maximum revenue opportunity by co-selling the platform with extensive support from the Automation Hero team. These partners can also offer product customizations and other services.
Some of Automation Hero’s current partners include AWS, Tibco, Deloitte, and BearingPoint. To become a partner, you need to apply and fill out an application form.

Terms and Policies

Terms of Service are agreements guiding the use of a platform or service. Automation Hero has terms and conditions that users must agree to before using the platform. These terms are a legal agreement between you and Automation Hero, so consider reading it carefully before using the services.

The company also takes user privacy seriously, as demonstrated by its privacy policy on the website. When you create an account, Automation Hero collects your personal information. The privacy policy also explains how they use and share that information.

You may have questions about how the platform uses your personal information. You might also wish to exercise your rights under applicable data protection laws. If so, please inquire with the company directly at dataprotection@automationhero.ai.

The company also encourages customers to keep all user identifications and login credentials confidential to ensure online security.

Customer Support

Automation Hero offers support through various channels on their platform. For one, you can check the contact page on the company website. There, you will fill out a contact form stating the intent of your message.

Alternatively, you can access email support by sending a message to hi@automationhero.ai. There’s no guaranteed response time, but the team will get back to you.

Self-support is also available through the platform’s blog, eBooks, and guides. These resources contain information on the many uses of intelligent information and how to outsmart document fraud. You can also get help transforming unstructured or semi-structured data into structured information.

Final words

Many businesses struggle to increase revenue and remain competitive in a landscape dominated by antiquated processes. Garter estimated that the business value of AI will exceed $3.9 trillion in 5 years. AI has great potential to revamp legacy systems and accelerate business growth, and Automation Hero plans to lead the way.

To learn more about the platform and how it can support your business needs, consider visiting the website. There, you can contact the sales team to schedule a demo and fully explore the tool’s offerings.

Contributors: Queen Quadri (Technical Writer), John Ayanfe (Graphic designer)