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Duration 7 hours
Course Outline
Module 1: Manus for finance professionals
- Defining a general AI agent: the cycle of planning, acting, and delivering versus simple answering
- Chat mode vs. agent mode: scenarios for optimal use
- Credit mechanics: cost estimation for typical tasks and management of the shared credit pool
- Interface overview: tasks, Projects, files, connectors, Skills, and Automations
- Positioning Manus within finance, forensic, or corporate finance workflows, including its limitations
- Exercise: Execute a small task in both modes and compare results and credit costs
Module 2: Briefing, steering, and reviewing
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints
- Monitoring agent activity, intervening during tasks, and handling browser or login steps
- Output review: key checks, requesting sources, and deciding when to re-run
- Exercise: Conduct company background and regulatory research on a target entity
- Exercise: Use Wide Research to compare a list of companies against consistent criteria
Module 3: Working with financial data
- Uploading various file types: spreadsheets, PDF statements, and finance system exports
- Cleaning and standardizing ledgers; creating formulas and summaries in Excel-style outputs
- Extracting data from PDF financial statements into structured tables
- Performing reconciliations and anomaly checks (duplicates, round-number tests, Benford’s-law screen)
- Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology
- Exercise (Corporate Finance): Construct a comparables table from provided statements
Module 4: Final outputs and repeatable work
- Generating memos, slide decks, and interactive dashboards from the same analytical base
- Projects: Consolidating files, instructions, and context for specific clients or engagements
- Skills: Converting successful workflows (e.g., due-diligence checklists or valuation templates) into reusable steps
- Automations: Setting up scheduled or event-triggered tasks, such as weekly market summaries
- Exercise: Package the Module 3 analysis into a memo and slides, then save the methodology as a Skill
Module 5: Risk, governance, and credit discipline
- Data governance: Determining permissible data inputs based on firm policy, client confidentiality, and regulatory requirements
- Provider context: Impact of Manus’s 2025–26 ownership changes and the August 2026 data deletion policy on data decisions
- Output verification: Mitigating hallucinated figures, stale sources, and calculation errors through citation and spot-checks
- Audit trail: Preserving task histories, exporting outputs, and documenting agent actions
- Credit discipline: Sizing tasks appropriately, using Chat mode for simple queries, and preventing runaway tasks
- Discussion: Developing a one-page team usage policy
Module 6: Capstone and next steps
- Participants build one workflow based on their specific job responsibilities
- Brief group demo with feedback from the trainer and peers
- Personal 30-day usage plan: identifying two tasks for migration to Manus and one Skill to develop
- Handouts: Prompt patterns, review checklists, and credit guides
Requirements
- Basic familiarity with web applications is sufficient; no prior AI knowledge is necessary.
- Each participant must log in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud service, no virtual machine setup is required.
- Please verify the Manus plan and credit balance prior to the course and, if feasible, schedule the training early in the billing cycle, as a full day of hands-on work may consume a significant portion of the team’s monthly credits.
- Coordinate with IT to confirm which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with tools available post-training.
- The trainer utilizes a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should refrain from bringing client data.
- Complete a pre-course survey (approx. 10 minutes) detailing one or two repetitive tasks from current duties, submitted at least one week before the course.
Audience
- Finance Associates
- Forensic Accounting Specialists
- Corporate Finance Professionals
Testimonials (4)
The difference between strategy and plan
Berat Rahmani - Wallee Group AG
Course - Leadership and Team Management for Managers
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
