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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 Q&A.
- Chat mode versus agent mode: determining when to use each approach.
- Understanding credit mechanics, typical task costs, and shared team credit pools.
- Interface tour: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus fits into finance, forensic, and corporate finance workflows, and where it is not suitable.
- Exercise: Execute a small task in both modes and compare results and credit costs.
Module 2: Briefing, Steering, and Reviewing
- Drafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening mid-task, and managing browser or login steps.
- Output review: verification checks, requesting sources, and criteria for re-running tasks.
- Exercise: Conduct company background and regulatory research on a target entity.
- Exercise: Use Wide Research to compare a list of companies based on specific criteria.
Module 3: Working with Financial Data
- Uploading files: spreadsheets, PDF statements, and exports from finance systems.
- Cleaning and standardising ledgers; building formulas and summaries in spreadsheet formats.
- Extracting figures from PDF financial statements into structured tables.
- Reconciliations and anomaly checks (duplicates, round-number tests, Benford’s law screens).
- Exercise (Forensic): Flag anomalies in a synthetic transaction ledger and document the methodology.
- Exercise (Corporate Finance): Build 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 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 method as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data governance: Firm policies, client confidentiality, and regulatory requirements for data input.
- Provider context: Manus’s 2025–26 ownership changes and the August 2026 data deletion policy, and their implications for data decisions.
- Output verification: Identifying hallucinated figures, stale sources, and calculation errors; the importance of citing 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
- Participants build one workflow tailored to their own role.
- Short group demo with feedback from the trainer and peers.
- Personal 30-day usage plan: identifying two tasks to migrate to Manus and one Skill to build.
- Handouts: Prompt patterns, review checklists, and credit guides.
Requirements
- Basic proficiency with web applications is required; no prior AI knowledge is necessary.
- Participants must sign in to their own Manus license using a work laptop with Chrome or Edge. As Manus is a cloud-based service, no virtual machines are needed.
- Please 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 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 post-course usage capabilities.
- The trainer will use a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not bring confidential client data.
- Complete the pre-course survey (approx. 10 minutes) by submitting one or two repetitive tasks from your current workflow at least one week in advance.
Audience
- Finance Associates
- Forensic Accounting Professionals
- Corporate Finance Teams
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
