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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding general AI agents: the cycle of planning, acting, and delivering versus simply answering.
- Chat mode vs. agent mode: criteria for selecting the appropriate approach.
- Credit mechanics, typical task costs, and understanding the shared team credit pool.
- Interface tour: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus adds value in finance, forensic, or corporate finance workflows, and where it is not suitable.
- Exercise: Execute a small task in both modes and compare results and credit consumption.
Module 2: Briefing, Steering, and Review
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent progress, intervening during tasks, and managing browser or login steps.
- Output review: checking accuracy, requesting sources, and determining when to re-run tasks.
- Exercise: Conducting company background and regulatory research on a target firm.
- Exercise: Using Wide Research to compare multiple companies against uniform criteria.
Module 3: Handling Financial Data
- File uploads: spreadsheets, PDF statements, and finance system exports.
- Cleaning and standardizing ledgers; creating formulas and summaries in spreadsheet-compatible outputs.
- Extracting numerical data from PDF financial statements into structured tables.
- Reconciliations and anomaly detection (duplicates, round-number checks, Benford's law screening).
- 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 Workflows
- Generating memos, slide decks, and interactive dashboards from a single analysis.
- 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 method as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data boundaries: Firm policies, client confidentiality, and regulatory requirements regarding data input.
- Provider context: Manus's 2025–26 ownership changes and the August 2026 data deletion policy, and their impact on data decisions.
- Output verification: Identifying hallucinated figures, outdated sources, and calculation errors; enforcing citation and spot-checking.
- Audit trails: Saving task histories, exporting outputs, and documenting agent actions.
- Credit discipline: Sizing tasks appropriately, using Chat mode for simple queries, and preventing runaway tasks.
- Discussion: Drafting a one-page team usage policy.
Module 6: Capstone and Next Steps
- Each participant builds one workflow based on their specific job responsibilities.
- Group demonstration with feedback from the instructor and peers.
- Personal 30-day usage plan: Migrating two tasks to Manus and building one Skill.
- Handouts: Prompt patterns, review checklists, and credit management guides.
Requirements
- Basic proficiency with web applications; no prior AI experience is necessary.
- Participants must sign in to their own Manus license using a work laptop with Chrome or Edge. As Manus is a cloud-based service, no virtual machines are required.
- Verify the Manus plan status and credit balance prior to the course. Ideally, schedule the session early in the billing cycle, as a full day of hands-on work may consume a significant portion of monthly credits.
- Confirm with IT which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course capabilities.
- The instructor utilizes a separate paid Manus account for preparation and live demos.
- All exercise data is synthetic and provided by the trainer; participants should not bring client data.
- Pre-course survey (approximately 10 minutes): Identify one or two repetitive tasks from current workflows, to be submitted at least one week before the session.
Target 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
