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Deploy practical AI inside your existing technology stack with the governance, security and speed your organisation requires.
A structured session with your team. No pitch. Just a clear output you can act on.
For enterprise teams with a specific process problem they want to solve fast.
For organisations where AI is a strategic priority and long-term transformation is the goal.
What It Is: AI-powered internal knowledge bases and document retrieval for large teams across multiple business units.
Problem It Solves: Employees spending significant time searching for information across fragmented document stores, intranets and shared drives.
How It Would Be Applied: Deploying RAG-based AI that surfaces accurate answers from your internal knowledge base in seconds, integrated with your existing Microsoft or Google environment.
Business Impact: Productivity improved across teams. Onboarding time for new employees reduced. Institutional knowledge made accessible at scale.
What It Is: AI-driven automation of invoice processing, reconciliation and financial reporting workflows.
Problem It Solves: Manual finance processes that consume team time, introduce errors and slow down month-end close across large organisations.
How It Would Be Applied: Deploying AI to extract, validate and process financial data automatically, integrated with existing ERP and accounting platforms.
Business Impact: Processing time reduced by up to 50 percent. Finance teams redeployed to higher-value analytical work.
What It Is: AI-powered handling of inbound customer queries, triage and first-line response across customer-facing teams.
Problem It Solves: High volumes of repetitive inbound communications consuming staff time and slowing response rates at scale.
How It Would Be Applied: Deploying conversational AI agents integrated with existing CRM, ticketing and communication platforms.
Business Impact: Response times reduced significantly. Customer satisfaction improved. Headcount pressure reduced without service degradation.
What It Is: Automated data extraction, transformation and reporting across operational systems and business units.
Problem It Solves: Leadership teams spending hours each week manually compiling reports from multiple disconnected data sources.
How It Would Be Applied: Building automated pipelines that pull, process and surface operational data in real time dashboards visible to the right stakeholders.
Business Impact: Manual reporting eliminated. Leadership has consistent, accurate data without chasing it across teams.
What It Is: AI-assisted onboarding workflows, document processing, and HR administration automation.
Problem It Solves: Resource-intensive HR admin processes that slow onboarding and burden small HR teams in portcos.
How It Would Be Applied: Automating document collection, compliance checks, and onboarding task management using existing HR and Microsoft 365 tools.
Business Impact: Onboarding time reduced. HR teams redeployed to higher-value work.
What It Is: AI tools to automate CRM data entry, lead qualification, and follow-up workflows for portco sales teams.
Problem It Solves: Sales teams spending time on admin rather than selling. CRM data incomplete and unreliable.
How It Would Be Applied: Integrating AI with existing CRM platforms to automate data capture, scoring, and follow-up triggers.
Business Impact: Sales admin time reduced. Pipeline data accuracy improved. Revenue operations run more efficiently.
Jon Burg, Managing Partner at Infinite Equity based in San Francisco, explains how they rebuilt their invoice process to support a global business handling invoices for 100+ clients per month. Jon talks candidly about their previous setup manual, slow, and prone to errors and why it was starting to limit the business.
Working with Fliweel, Infinite Equity redesigned their systems and workflows to support scale rather than fight against it. Fliweel analysed the existing process, led the CRM migration, and implemented the integrations that enabled automated invoice processing.
Invoice processing time reduced from 7 business days to just 3-4.
Fliweel designs and delivers practical AI and automation for real business processes, focused on measurable outcomes.