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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Defining a general AI agent: the cycle of planning, acting, and delivering, versus simple answering.
- Chat mode vs. agent mode: determining the appropriate usage for each.
- Understanding credit mechanics, typical task costs, and 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 identifying its limitations.
- Exercise: Execute a small task in both modes and compare the results and credit expenditure.
Module 2: Briefing, Steering, and Review
- Crafting actionable briefs for Manus: defining goals, inputs, output formats, and constraints.
- Monitoring the agent's work, intervening during tasks, and managing browser or login steps.
- Evaluating outputs: key verification points, requesting sources, and criteria for re-execution.
- Exercise: Conduct company background and regulatory research on a target entity.
- Exercise: Use Wide Research to compare a list of companies based on consistent criteria.
Module 3: Financial Data Manipulation
- Uploading files: spreadsheets, PDF statements, and exports from financial 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 (including duplicates, 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 from provided statements.
Module 4: Final 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 or valuation templates) 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 methodology as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data protocols: Determining what data may and may not be input into Manus, considering firm policy, client confidentiality, and regulatory requirements.
- Provider context: Understanding Manus's 2025–26 ownership changes and the August 2026 data deletion, 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
- Each participant constructs one workflow based on their own job functions.
- Brief group presentation with feedback from the trainer and peers.
- Personal 30-day usage plan: Identify two tasks to migrate to Manus and one Skill to build.
- Handout: Prompt patterns, review checklists, and credit guides.
Requirements
- Basic proficiency with web applications. No prior experience with AI tools is necessary.
- Each participant must sign in to their individual Manus license on a work laptop using Chrome or Edge. As Manus is a cloud-based service, a virtual machine is not required.
- Please verify the specific 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 the team's monthly credits.
- Coordinate with IT to confirm approved connectors (such as Gmail, Google Drive, Notion) to ensure demonstrations align with the tools available to participants post-training.
- The instructor will utilize a separate, paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants must not bring client data.
- Pre-course survey (approx. 10 minutes): Identify one or two repetitive tasks from current workflows and submit them at least one week before the course.
Target 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
