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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding general AI agents: planning, acting, delivering, and contrasting this with simple answer-based responses.
- Chat mode vs. agent mode: determining the appropriate use case for each.
- Explaining credit mechanics, typical task costs, and managing the team's shared credit pool.
- Overview of the current interface: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus fits within finance, forensic, or corporate finance workflows, and recognizing its limitations.
- Exercise: Execute a small task in both modes and compare outcomes and credit costs.
Module 2: Briefing, Steering, and Reviewing
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent progress, intervening mid-task, and managing browser or login steps.
- Evaluating outputs: checklists, requesting sources, and criteria for re-running tasks.
- Exercise: Conducting company background and regulatory research on a target entity.
- Exercise: Using Wide Research to compare a list of companies based on identical 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 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: Finished Outputs and Repeatable Work
- 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) 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 process as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data governance: Defining what data can and cannot be input into Manus, considering firm policy, confidentiality, and regulations.
- Provider context: Understanding Manus's 2025–26 ownership changes and the August 2026 data deletion policy, and their impact on data decisions.
- Output verification: Addressing hallucinations, stale sources, and calculation errors; emphasizing citation 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 preventing runaway tasks.
- Discussion: Developing a one-page team usage policy.
Module 6: Capstone and Next Steps
- Each delegate constructs one workflow based on their specific job function.
- Presenting a short demo to the group with feedback from the trainer and peers.
- Creating a personal 30-day usage plan: migrating two tasks to Manus and building one Skill.
- Handout: Prompt patterns, review checklist, and credit management guide.
Requirements
- Basic familiarity with web applications is required; no prior AI experience is necessary.
- Participants must sign in to their personal Manus license using Chrome or Edge on their work laptops. As Manus is a cloud-based service, no virtual machine is required.
- Please verify the Manus plan 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 access.
- The trainer uses a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not bring client data.
- Complete the pre-course survey (approx. 10 minutes), detailing one or two repetitive tasks from current work, at least one week before the course.
Audience
- Finance Associates
- Forensic Accounting Professionals
- Corporate Finance Specialists
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
