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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Defining the general AI agent: planning, acting, and delivering versus simply answering.
- Comparing Chat mode and agent mode: scenarios for optimal use.
- Understanding credit mechanics and typical task costs, including 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 workflows, and where it does not.
- Exercise: Execute a small task in both modes and compare outcomes and credit consumption.
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 or login steps.
- Evaluating outputs: checking accuracy, requesting sources, and determining when to re-run tasks.
- Exercise: Conducting company background and regulatory research on a target entity.
- Exercise: Using Wide Research to compare multiple companies based on consistent criteria.
Module 3: Working with Financial Data
- Uploading various file types: spreadsheets, PDF statements, and exports from finance systems.
- Cleaning and standardizing ledgers; creating formulas and summaries in Excel-style outputs.
- Extracting figures from PDF financial statements into structured tables.
- Performing reconciliations and anomaly checks (duplicates, round-number tests, Benford’s law screening).
- Exercise (Forensic): Identifying anomalies in a synthetic transaction ledger and documenting the methodology.
- Exercise (Corporate Finance): Constructing a comparables table from provided statements.
Module 4: Polished 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 components.
- Automations: Setting up scheduled or event-triggered 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: Determining which data can and cannot be input into Manus, considering firm policy, confidentiality, and regulations.
- Provider context: Impact of Manus’s 2025–26 ownership changes and August 2026 data deletion on data decisions.
- Output verification: Addressing hallucinations, outdated sources, and calculation errors; emphasizing 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 relevant to their own job function.
- Presentation to the group with feedback from the trainer and peers.
- Personal 30-day usage plan: Identifying two tasks to migrate to Manus and one Skill to create.
- Handouts: Prompt patterns, review checklists, and credit guides.
Requirements
- Basic proficiency with web applications; no prior AI knowledge is necessary.
- Participants must sign in to their individual Manus licenses on their work laptops using Chrome or Edge. As a cloud-based service, Manus requires no virtual machines.
- Verify your Manus plan and credit balance prior to the course. Ideally, 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 approved connectors (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course capabilities.
- The trainer utilizes a separate paid Manus account for preparation and live 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) by submitting one or two repetitive tasks from your current role at least one week before the session.
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
