Susan Blog

Practical education for putting AI agents to work.

Clear guides for choosing useful workflows, connecting business tools, setting human review points, and measuring whether an agent is producing reliable results.

Latest guide

Put the right AI employee to work

Illustrative engagement index and saved-workpaper verification.

Computer use · Accounting operations

GPT-6 Astra for Accounting: Delegate Browser Work Without API Access

How Susan uses Astra browser workers for accounting engagement setup, protected sign-in and verified results in existing software.

September 10, 2026 · 10 minute read

An AI employee job description becomes an invoice draft with source matching, client rules and review checks.

Buyer’s guide · Business AI employees

Best AI Agents for Businesses: Compare AI Employees, Not Just Tools

Compare Susan, Viktor, Lindy, Relevance AI and Zapier Agents by the jobs they do, your software and who manages the work.

September 8, 2026 · 11 minute read

Illustrative accounting AI employee assignment covering bookkeeping, tax workflows and firm operations within a defined scope.

Buyer’s guide · AI staffing

5 Best AI Agents for Accounting Firms and CPA Firms (2026)

Compare Susan, Basis, Truewind, Docyt and Digits by accounting work, software fit and supervision. Find the right AI employee for your CPA firm.

September 7, 2026 · 12 minute read

Illustrative WIP register separating aging and high-value review queues before a human billing decision.

WIP reporting · Case evidence

AI WIP Reporting for Accounting Firms: Workflow & Results

How Susan automates WIP reporting for accounting firms: $2.83M in unbilled work under review, preserved team responses, and a practical WIP review checklist.

September 6, 2026 · 10 minute read

Illustrative invoice proof linking service, billing rule and discount approval to an unsent draft.

Billing workflow · Case evidence

AI Billing Agents for CPA Firms: Rules, Review & Results

513 invoice records across three weekly windows. How Susan prepares billing drafts, applies approved rules and preserves the reasoning for human review.

September 5, 2026 · 12 minute read

Susan AI agent set into an accounting working paper whose irregular ledger lines resolve into an ordered review grid.

CPA firm field guide

How AI Agents Work in CPA Firms: A Practical Operating Guide

See which accounting workflows fit an AI agent, how to document them, where human approval belongs, and how to score a first use case.

September 1, 2026 · 16 minute read

Susan and Viktor shown side by side in a balanced AI employee comparison.

Comparison

Susan vs Viktor: Which Managed AI Employee Fits Your Team?

Compare a white-glove AI operating service with a product-led SaaS across onboarding, chat channels, integrations, support, security, and total operating cost.

August 20, 2026 · 12 minute read

Workflow illustration with Susan at the center and Gmail, Salesforce, Google Drive, QuickBooks, Motive, and Samsara logos around it.

Foundations

AI Agents for Business: A Practical Guide

Understand how agents differ from chatbots and traditional automation, which workflows fit, and the controls a responsible rollout needs.

August 19, 2026 · 8 minute read