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Duration 7 hours
Course Outline
Module 1: Manus for finance professionals
- Defining the general AI agent: the cycle of planning, acting, and delivering, versus simply answering.
- Chat mode vs. agent mode: criteria for selecting the appropriate approach.
- Understanding credit mechanics, typical task costs, and the concept of a shared team credit pool.
- Overview of the current interface: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus adds value in finance, forensic, or corporate finance workflows, and recognizing its limitations.
- Exercise: Execute a small task in both modes to compare outcomes and credit expenditures.
Module 2: Briefing, steering, and reviewing
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening during tasks, and managing browser and login interactions.
- Evaluating outputs: checking for accuracy, requesting sources, and determining when to re-run tasks.
- Exercise: Conduct background and regulatory research on a target company.
- Exercise: Utilize Wide Research to compare multiple companies against consistent criteria.
Module 3: Working with financial data
- Uploading various file types: spreadsheets, PDF statements, and exports from finance systems.
- Cleaning and standardizing ledgers, and creating formulas and summaries in Excel-style formats.
- Extracting numerical data from PDF financial statements into structured tables.
- Performing reconciliations and anomaly checks, including duplicate detection, round-number tests, and Benford's-law screening.
- Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology.
- Exercise (Corporate Finance): Construct a comparables table using 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, valuation templates) into reusable steps.
- Automations: Configuring 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 Skill.
Module 5: Risk, governance, and credit discipline
- Data governance: Understanding firm policies, client confidentiality, and regulatory restrictions on data input into Manus.
- Provider context: Reviewing Manus’s 2025–26 ownership changes and the August 2026 data deletion policy, and their implications for data decisions.
- Output verification: Identifying hallucinated figures, 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: Developing a one-page team usage policy.
Module 6: Capstone and next steps
- Participants build a personalized workflow based on their own job functions.
- Presentation of the workflow to the group, with feedback from the trainer and peers.
- Creating a personal 30-day usage plan: identifying two tasks to migrate to Manus and one Skill to develop.
- Handouts: Prompt patterns, review checklists, and credit management guides.
Requirements
- Basic proficiency with web applications is required; prior AI experience is not necessary.
- Participants must access their own Manus license via Chrome or Edge on their work laptops. As a cloud-based service, Manus does not require a virtual machine.
- Verify Manus plan details and credit balances prior to the session. It is advisable to schedule the training early in the billing cycle, as a full day of hands-on activity can significantly impact monthly credit usage.
- Coordinate with IT to confirm approved connectors (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course capabilities.
- The trainer will utilize 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 a pre-course survey (approximately 10 minutes) identifying one or two repetitive tasks from your current workflow, submitted at least one week in advance.
Target 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
