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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, rather than simply answering.
- Differentiating between Chat mode and agent mode, and identifying when to apply each.
- Explaining the credit system and estimating the cost of typical tasks within a shared team 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 where its limitations lie.
- Exercise: Execute a small task in both modes and compare the results and associated credit costs.
Module 2: Briefing, Steering, and Review
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening mid-task, and managing browser and login procedures.
- Reviewing outputs: verifying accuracy, requesting source citations, and determining when to re-run tasks.
- Exercise: Conduct company background and regulatory research on a specific target.
- Exercise: Use Wide Research to compare a list of companies based on identical 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 spreadsheet-style output.
- Extracting financial figures from PDF statements into structured tables.
- Performing reconciliations and anomaly checks, including duplicate detection, round-number tests, and Benford's law screens.
- Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology.
- Exercise (Corporate Finance): Construct a comparables table using provided financial statements.
Module 4: Final Outputs and Repeatable Workflows
- Generating memos, slide decks, and interactive dashboards from the same analytical base.
- 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: Implementing scheduled or event-triggered tasks, such as weekly market summaries.
- Exercise: Package the Module 3 analysis into a memo and slides, then save the process as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Determining permissible data inputs to Manus based on firm policy, client confidentiality, and regulatory requirements.
- Context on the provider: Manus’s 2025–2026 ownership changes and the August 2026 data deletion, and their implications for data decisions.
- Verifying outputs: detecting hallucinated figures, outdated sources, and calculation errors; emphasizing citation and spot-checking.
- Maintaining 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 builds a workflow based on their own professional responsibilities.
- Brief demonstration to the group with feedback from the trainer and peers.
- Personal 30-day usage plan: Selecting two tasks to migrate to Manus and one Skill to develop.
- Handout: Prompt patterns, review checklists, and a credit management guide.
Requirements
- Basic familiarity with web applications is required; no prior AI knowledge is necessary.
- Participants must sign in to their individual Manus licenses on work laptops using Chrome or Edge. As Manus is a cloud service, no virtual machine is needed.
- Please verify your Manus plan and credit balance before the course. Ideally, schedule the course early in the billing cycle, as a full day of hands-on work may consume a significant portion of the monthly credit pool.
- Coordinate with IT to confirm which connectors (e.g., Gmail, Google Drive, Notion) are approved to ensure demonstrations align with post-course capabilities.
- The trainer utilizes a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should refrain from using client data.
- Complete a 10-minute pre-course survey, identifying one or two repetitive tasks from your current role, at least one week before the course.
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
