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

Bank statement request for September compared with an August statement received, leaving the September reminder open.

Accounting operations · Missing-item tracker

Client Document Collection for Accounting Firms: Missing-Item Tracker

Track requested, received and usable client documents separately. Includes an editable eight-case missing-item register, reminder stop rules and native-tool checks.

October 16, 2026 · 11 minute read

Accounting approval boundary map separating authorized preparation, approval-gated actions and human-only decisions.

Deployment controls · Approval map

AI Agent Approval Workflows for Accounting Firms

Define who approves accounting AI actions, reject stale permissions and recover partial work. Includes a seven-case approval checklist for CPA firms.

October 9, 2026 · 8 minute read

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

AI Employee for Small Business: Who Owns the Work?

Compare five options by setup, supervision and exceptions. Use a six-case operator worksheet before delegating recurring work.

September 8, 2026 · 14 minute read

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

Buyer’s guide · AI staffing

AI Co-Worker Solutions for Accountants: Compare Five Agents

Compare Susan, Basis, Truewind, Docyt and Digits by completed accounting work, review controls and software fit. Use an exception checklist before you hire.

September 7, 2026 · 14 minute read

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

WIP reporting · Worked example

WIP Aging Report Example for Accounting Firms | Susan

A worked WIP aging report example for accounting firms, with a two-cycle review ledger that preserves office explanations, flags missing records and keeps billing decisions human.

September 6, 2026 · 14 minute read

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

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