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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding general AI agents: planning, acting, and delivering versus simply answering
- Chat mode vs. agent mode: determining when to use each
- How credits work, typical task costs, and managing the team's shared credit pool
- Touring the current interface: tasks, Projects, files, connectors, Skills, and Automations
- Identifying where Manus fits into finance, forensic, or corporate workflows, and where it does not
- Exercise: Execute a small task in each mode and compare the outcomes and credit costs
Module 2: Briefing, Steering, and Reviewing
- Drafting briefs that Manus can execute: defining goals, inputs, output formats, and constraints
- Monitoring the agent, intervening mid-task, and managing browser and login steps
- Reviewing outputs: verification steps, requesting sources, and determining when to re-run
- Exercise: Conducting company background and regulatory research on a target entity
- Exercise: Using Wide Research to compare a list of companies against consistent criteria
Module 3: Working with Financial Data
- Uploading files: spreadsheets, PDF statements, and exports from finance systems
- Cleaning and standardizing ledgers; building formulas and summaries in Excel-style output
- Extracting figures from PDF financial statements into structured tables
- Performing reconciliations and anomaly checks (duplicates, round-number tests, Benford’s-law screening)
- Exercise (Forensic): Flagging anomalies in a synthetic transaction ledger and documenting the methodology
- Exercise (Corporate Finance): Building a comparables table from provided statements
Module 4: Finished Outputs and Repeatable Work
- Producing 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: Scheduling or event-triggering tasks, such as weekly market summaries
- Exercise: Packaging Module 3 analysis into a memo and slides, then saving the method as a Skill
Module 5: Risk, Governance, and Credit Discipline
- Data governance: Identifying what data can and cannot be entered into Manus, considering firm policies, client confidentiality, and regulatory requirements
- Provider context: Manus’s 2025–26 ownership changes and the August 2026 data deletion, and their implications for data decisions
- Verifying outputs: Detecting hallucinated figures, stale sources, and calculation errors; ensuring citations and spot-checks
- Audit trails: Saving task histories, exporting outputs, and documenting agent actions
- Credit discipline: Sizing tasks appropriately, using Chat mode for simple queries, and avoiding runaway tasks
- Discussion: Drafting a one-page team usage policy
Module 6: Capstone and Next Steps
- Each participant builds one workflow based on their own job functions
- Brief group demo with feedback from the instructor and peers
- Personal 30-day usage plan: Selecting two tasks to migrate to Manus and building one Skill
- Handout: Prompt patterns, review checklists, and credit guides
Requirements
- Basic familiarity with web applications is sufficient; no prior AI experience is required
- Each participant must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud-based service, a virtual machine is not necessary.
- Verify the Manus plan and credit balance prior to the course and, where possible, 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 post-course capabilities.
- The instructor uses a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not bring confidential client data.
- Complete a pre-course survey (approximately 10 minutes) detailing one or two repetitive tasks from your current role, submitted at least one week in advance.
Audience
- Finance Associates
- Forensic Accountants
- 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
