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Heptora

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What Heptora is

Heptora combines deterministic robotic process automation (RPA), an AI assistant, and AI agents for business workflows. Users describe a process in plain language, review a proposed plan, and approve the automation. Its visual Recorder captures clicks and fields as a user performs a task, without requiring code. The Robot runs on a user’s machine or server, processing business data locally. The product is presented for work such as data entry, document processing, report generation, reconciliation, portal extraction, and government submissions. The assistant can query connected systems and documents, then propose actions for approval; agents can classify documents and handle exceptions within approved workflows. Integrations include ERPs, CRMs, spreadsheets, email, document folders, web portals, Excel, CSV, and REST API, with no specific vendors named. Heptora says production data stays on the user’s infrastructure, while lightweight orchestration signals go to its cloud. Cloud AI is used when building automations, not during deployed local execution. The paid platform has no free plan and offers a 14-day trial.

Who it suits

Heptora describes its RPA product for operations and finance teams, including teams of 20–200 people. It may suit organizations looking to automate document-heavy or repeatable business tasks while keeping production data on their own infrastructure.

What it does well

  • Plain-language process descriptions and approval flow
  • Visual Recorder captures tasks without code
  • Robot processes data on a machine or server
  • Supports attended and unattended automation
  • 14-day trial available

What to know first

  • No free plan
  • Requires outbound connection for orchestration and license validation
  • Cloud AI is used while building automations

Limits

The free access period is a 14-day trial; there is no free plan.

Plans

PlanBilled and limitsPrice
Heptora platformMonthly or annual subscription · Templates · documentation · email supportOn request
Co-creation programOne-time; optional · 4 weeks · Remote sessions · first 2–3 automations built with an expertOn request
Monthly supportMonthly · optional · SLA: 8 h for critical incidents · 24 h for functional questions · annual review and optimizationOn request

As heptora.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit https://heptora.com/ to explore the platform.
  2. Start the 14-day trial; a free plan is not offered.
  3. Choose the Heptora platform subscription, billed monthly or annually.
  4. Use the visual Recorder to capture clicks and fields, or describe a process in plain language.
  5. Review and approve the proposed automation before it runs.
  6. Consider the optional four-week co-creation program for expert-built initial automations.

Verdict

Heptora brings process automation, document-focused AI agents, and a plain-language assistant into one platform. Its local execution model and hybrid deployment options may matter to teams assessing how automation fits their data requirements.

Questions

Is Heptora free?

No. Heptora is paid software and offers a 14-day trial, but no free plan.

Which platforms does it support?

The listed platforms are API, Linux, macOS, web, and Windows.

Can Heptora run workflows locally?

Yes. Its Robot runs on a user's machine or server, and the company says production data stays on the user's infrastructure.

What does the platform connect to?

Listed connections include ERPs, CRMs, spreadsheets, email, document folders, web portals, Excel, CSV, and REST API.

What security details does Heptora provide?

Heptora says it is ISO 27001 certified and stores credentials in an encrypted local vault. Its FAQ specifies AES-256 encryption at rest.

Facts from Heptora's own pages

AI agents
AI agents read and classify documents and handle exceptions inside workflows that run as deterministic RPA after approval. · heptora.com, 8 Oct 2026
AI assistant
The assistant can query connected systems and documents in plain language and propose actions for user approval. · heptora.com, 8 Oct 2026
AI privacy
The security page says cloud AI is used while building automations, while deployed execution is local and production data does not touch an AI service. · heptora.com, 8 Oct 2026
Audience
Heptora describes its RPA product as designed for operations and finance teams, including teams of 20–200 people. · heptora.com, 8 Oct 2026
Automation
Users describe a process in plain language, review the AI's proposed plan, and approve the resulting automation. · heptora.com, 8 Oct 2026
Company history
The About page says the company began as Harpia in 2020 and became Heptora in 2024; the site footer identifies Raindance, S.L. · heptora.com, 8 Oct 2026
Data flow
The security page says production data stays on the user's infrastructure and only lightweight orchestration signals go to Heptora's cloud during execution. · heptora.com, 8 Oct 2026
Deployment limit
Heptora says it needs a minimal outbound connection for orchestration signals and license validation; it offers on-premises deployment options for high-security environments. · heptora.com, 8 Oct 2026
Founded
2020 · heptora.com, 28 Sept 2026
Integrations
The pages describe connecting ERPs, CRMs, spreadsheets, email, document folders, web portals, Excel, CSV, and REST API; they do not name specific vendors. · heptora.com, 8 Oct 2026
Local execution
The Robot runs on a user's machine or server, processing business data locally. · heptora.com, 8 Oct 2026
Product
Heptora combines deterministic RPA, an AI assistant, and AI agents in one platform. · heptora.com, 8 Oct 2026
Recorder
The visual Recorder captures clicks and fields as a user performs a task, without requiring code. · heptora.com, 8 Oct 2026
Security
Heptora says it is ISO 27001 certified and stores credentials in an encrypted local vault; its FAQ specifies AES-256 encryption at rest. · heptora.com, 8 Oct 2026
Support
The site advertises support in English and Spanish; the platform subscription includes email support. · heptora.com, 8 Oct 2026
Use cases
The product is presented for tasks such as data entry, document processing, report generation, reconciliation, portal extraction, and government submissions. · heptora.com, 8 Oct 2026

Where Heptora stands on Freedom251

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