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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding the general AI agent: planning, acting, and delivering results vs. simply answering questions.
- Chat mode vs. agent mode: Determining the appropriate use case for each.
- Credit mechanics: Understanding task costs and managing the team's shared credit pool.
- Interface tour: Overview of tasks, Projects, files, connectors, Skills, and Automations.
- Positioning Manus within finance, forensic, and corporate finance workflows, including identifying limitations.
- Exercise: Execute a small task in both modes to compare outcomes and credit costs.
Module 2: Briefing, Steering, and Reviewing
- Crafting actionable briefs: Defining goals, inputs, output formats, and constraints.
- Monitoring agent activity: Intervening mid-task and managing browser and login interactions.
- Output review: Verification techniques, requesting sources, and deciding when to re-run tasks.
- Exercise: Conduct company background and regulatory research on a target entity.
- Exercise: Utilize Wide Research to compare a list of companies based on consistent criteria.
Module 3: Working with Financial Data
- File management: Uploading spreadsheets, PDF statements, and finance system exports.
- Data cleaning: Standardizing ledgers and generating formulas and summaries in Excel-style outputs.
- Data extraction: Converting figures from PDF financial statements into structured tables.
- Reconciliation: Performing anomaly checks, including duplicate detection, round-number tests, and Benford's-law screens.
- Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology.
- Exercise (Corporate Finance): Construct a comparables table using provided financial statements.
Module 4: Finished Outputs and Repeatable Work
- Deliverable creation: 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 Module 3 analysis into a memo and slides, then save the method as a reusable Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data boundaries: Determining what data can and cannot be input into Manus, considering firm policies, client confidentiality, and regulatory requirements.
- Provider context: Implications of Manus's 2025–26 ownership changes and the August 2026 data deletion for data decision-making.
- Output verification: Identifying hallucinations, stale sources, and calculation errors; emphasising 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: Developing a one-page team usage policy.
Module 6: Capstone and Next Steps
- Delegate-led build: Each participant creates one workflow relevant to their own job.
- Group demo: Presentation to the group with feedback from the trainer and peers.
- Personal plan: A 30-day usage strategy, including two tasks to migrate to Manus and one Skill to build.
- Handout: Prompt patterns, review checklists, and a credit usage guide.
Requirements
- Basic familiarity with web applications. No prior AI knowledge is necessary.
- Each delegate must sign in to their own Manus license on their work laptop using Chrome or Edge. As Manus is a cloud-based service, no virtual machine is required.
- Please ensure your Manus plan and credit balance are sufficient before the course. Ideally, schedule the course early in the billing cycle, as a full day of hands-on work can consume a significant portion of the team's monthly credits.
- Confirm with IT which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with tools delegates can use post-training.
- The trainer will use a separate, paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; delegates should not bring any client data.
- Pre-course survey (approx. 10 minutes): Identify one or two repetitive tasks from your current workflow, submitted at least one week prior to the course.
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
