AI agents for service firms and founder-led businesses.

Your own AI agent, live in 30 days.

Built on your rules for one job, like invoices, quotes, or client intake.

It has its own inbox and logins, your team approves everything it prepares, and you own all of it. Not running by day 30? Full refund.

You own the accounts and the data. Runs in the cloud or on a private Mac in your office.

Different businesses. The same gaps between systems.

A growing team, a founder-dependent process, or a new acquisition. Start where recurring work waits on a person.

Jonathan Saunders. See what I've built: a back office for an advisory firm, billing that runs itself, and 15 AI agents with measured safeguards. You work with me directly, from the first call to the last agent.

The tools work. The handoffs don't.

Every unusual quote comes back to the founder.

Accounts payable is a shared inbox and a spreadsheet.

The weekly report eats every Friday afternoon.

Client onboarding stalls between the CRM and delivery team.

Five roles. Every action has a gate.

These are candidate roles, not a required five-agent package. I scope access to the task, log actions, and keep consequential decisions with a person. How an agent works.

Reads vendor invoices, matches them to POs, and queues payments.

Never pays. You approve every batch.

Tracks aging, drafts reminders, and logs every promise to pay.

Never sends a final notice without you.

Prepares quotes from documented pricing rules and customer records.

Final quotes and exceptions wait for review.

Sorts the shared inbox, routes requests, and drafts replies.

Customer replies go out only after approval.

Pulls the numbers and writes the Monday operating summary.

Read only. Changes nothing in your systems.

Put a value on the time.

Estimate capacity recovered after review and exception handling. Time released is not automatically cash saved. Use your own assumptions, then measure them on one workflow.

Manual hours per week60 Loaded cost per hour$45 Net time recovered30%

Weekly capacity recovered

18 hours

Modeled annual capacity value

$40,500

Annual capacity recovered

900 hours

Illustrative assumptions, 50 working weeks. Not a savings or ROI forecast. Installation, run costs, and ongoing oversight are not deducted.

Start with the work, not the agents.

Describe one recurring process. Get a workflow map, human review boundaries, and a recommendation for what to build first.

Free. One sitting. No sales call required to see the result.

Scan. Pilot. Install. Operate.

Start free with one workflow. Paid scope follows the evidence, not a preset number of agents. The installation below is a defined offer, not a minimum for every inquiry.

Built and running

“Before Concentric Lab, Silver Oak's operations lived in my head and a scattered set of tools; now we run on a configured CRM, compliant recordkeeping, and documented onboarding and billing workflows, so a two-person RIA can operate with the structure and audit-readiness of a much larger firm.”

Your accounts. Your choice of location.

Running by day 30, or a full refund.

Full refund if the agent isn't running the agreed workflow on your real data by day 30.

• You want a chatbot on your website.
• You need patient data or HIPAA voice work today.
• No one can own the workflow for two hours a week.
• You want agents sending payments without a human approval.

What buyers ask first.

Why not connect the tools ourselves?

You can. The work is defining the rules, restricting access, testing exceptions, and maintaining the workflow when a vendor changes. I handle that operating layer, not just the connection.

Who owns the agents and accounts?

You do. Inboxes, app connections, and model accounts are registered in your company's name. Run costs bill to you, not to me.

What if an agent gets something wrong?

Agents prepare. People approve. Payments, customer emails, and record changes wait for a named approver, and every action is logged.

Do we need to have acquired a business?

No. The offer fits recurring work in service firms, founder-led businesses, customer and revenue teams, and acquired companies. Accessible records and a named process owner matter more than ownership history.

About

Each engagement makes the next one smarter.

Each build improves the runbooks, evaluation sets, and controls I use on the next one.

You work directly with me and the systems I built.

Operating Method

Find the real constraint.

Most problems arrive pre-diagnosed. I map what is actually blocking progress and scope to the narrowest piece of work that moves a measurable number.

Build the asset.

Everything ships as a self-contained system with its own data model and revenue path. Software that depends on its creators is a service contract. Handover is a protocol, not a meeting: an operating runbook, pair-building with the team that inherits the system, and a final cycle they run without me.

Keep it running.

Systems that prove themselves get a runbook, monitoring, and a named owner. The delivery practice improves without carrying client data, code, or business rules into the next engagement.

Start a conversation.

Tell me which work keeps landing on your team's plate. I'll tell you which agent I'd build first and what it would cost.

Or email hello@concentriclab.com directly.

Prefer to talk? Book a 20-minute call.

You'll hear back from me within one business day. No sales team. No discovery call sequence.