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Duration 7 hours
Course Outline
Module 1: Manus for finance professionals
- Understanding general AI agents: the cycle of planning, acting, and delivering versus simple answering.
- Chat mode vs. agent mode: determining when to apply each approach.
- Credit mechanics: understanding costs per task and managing the team's shared credit pool.
- Interface tour: overview of tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus fits within finance, forensic, or corporate finance workflows, and where its application is limited.
- Exercise: Execute a small task in each mode to compare results and credit expenditure.
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/login processes.
- Output review: key validation 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 multiple companies against specific criteria.
Module 3: Working with financial data
- File uploads: handling spreadsheets, PDF statements, and exports from finance systems.
- Data cleaning and standardization: building formulas and summaries in Excel-style output.
- Extraction: converting figures from PDF financial statements into structured tables.
- Reconciliations and anomaly checks: detecting duplicates, round-number tests, and applying Benford’s-law screens.
- 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: Organizing files, instructions, and context for specific clients or engagements.
- Skills: Converting successful workflows (e.g., due-diligence checklists, 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 Skill.
Module 5: Risk, governance and credit discipline
- Data governance: Understanding firm policies, client confidentiality, and regulatory requirements for data input.
- Provider context: Implications of Manus’s 2025–26 ownership changes and the August 2026 data deletion on data decisions.
- Output verification: Addressing hallucinated figures, outdated sources, and calculation errors; emphasizing citation and spot-checks.
- Audit trail: Preserving task histories, exporting outputs, and documenting agent actions.
- Credit discipline: Sizing tasks appropriately, using Chat mode for simple queries, and preventing runaway processes.
- Discussion: Developing a one-page team usage policy.
Module 6: Capstone and next steps
- Delegates build one workflow based on their own professional role.
- Short presentation to the group with feedback from the trainer and peers.
- Personal 30-day usage plan: Two tasks to migrate to Manus and one Skill to develop.
- Handout: Prompt patterns, review checklists, and credit management guides.
Requirements
- Basic proficiency with web applications; no prior AI experience is necessary.
- Each delegate must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud service, virtual machines are not required.
- Please verify your Manus plan and credit balance before the course; ideally, schedule the training early in the billing cycle, as a full day of hands-on work can consume a significant portion of monthly credits.
- Coordinate with IT to confirm approved connectors (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with your 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; delegates must not bring client data.
- Pre-course survey (approx. 10 minutes): Identify one or two repetitive tasks from your current workflow, to be 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
