Close
We help growing businesses deploy practical AI that reduces manual work, cuts costs and frees your team to focus on what matters. Live in six weeks.
A focused session with your leadership team. No jargon. Just a clear view of where AI will make the biggest difference in your business.
For businesses with a specific process problem they want to solve fast.
For businesses where AI is a strategic priority and long-term transformation is the goal.
Elevate your accounting practice with our integrated AI and automation capabilities. We combine cutting-edge technologies with bespoke services to deliver transformative solutions.
What It Is: AI-powered search and retrieval across your internal documents, processes and knowledge base.
Problem It Solves: Teams wasting time searching for information across shared drives, email threads and disconnected tools as the business grows.
How It Would Be Applied: Deploying AI that surfaces accurate answers from your internal documents in seconds, integrated with Microsoft or Google environments.
Business Impact: Productivity improved. Onboarding faster. Institutional knowledge accessible to the whole team, not just the people who have been there longest.
What It Is: AI-driven automation of invoice processing, reconciliation, and financial reporting workflows.
Problem It Solves: Manual finance processes that consume management time, introduce errors, and slow down month-end close.
How It Would Be Applied: Deploying AI to extract, validate, and process invoices automatically, integrated with existing accounting platforms.
Business Impact: Invoice processing time reduced by up to 50 percent. Management teams freed from routine finance administration.
What It Is: AI-powered handling of inbound customer queries, FAQs, and initial triage across portco customer-facing teams.
Problem It Solves: High volume of repetitive inbound communications consuming staff time and slowing response rates.
How It Would Be Applied: Deploying conversational AI agents integrated with existing CRM and ticketing systems.
Business Impact: Response times reduced significantly. Customer satisfaction improved. Headcount pressure reduced.
What It Is: Automated data extraction, transformation, and reporting across portco operational systems.
Problem It Solves: Management teams spending hours each week manually compiling reports from multiple data sources.
How It Would Be Applied: Building automated pipelines that pull, process, and surface operational data in real time dashboards.
Business Impact: Hours of weekly manual reporting eliminated. Operating partners get consistent, comparable data across the portfolio.
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.