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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding the general AI agent lifecycle: planning, acting, and delivering versus simple answering.
- Comparing Chat mode and agent mode to determine optimal usage scenarios.
- Overview of credit mechanics, typical task costs, and shared team credit pools.
- Interface tour covering tasks, Projects, files, connectors, Skills, and Automations.
- Positioning Manus within finance, forensic, or corporate finance workflows, including limitations.
- Exercise: Execute a small task in both modes and compare results against credit costs.
Module 2: Briefing, Steering, and Reviewing
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening mid-task, and managing browser and login steps.
- Output review protocols: verification checks, sourcing requests, and re-run criteria.
- Exercise: Conducting company background and regulatory research on a target entity.
- Exercise: Utilizing Wide Research to compare multiple companies based on uniform criteria.
Module 3: Working with Financial Data
- Uploading various file types: spreadsheets, PDF statements, and finance system exports.
- 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 (duplicates, round-number tests, Benford’s-law screens).
- Exercise (Forensic): Flagging anomalies in a synthetic transaction ledger and documenting the methodology.
- Exercise (Corporate Finance): Constructing a comparables table from provided statements.
Module 4: Final Outputs and Repeatable Workflows
- Generating memos, slide decks, and interactive dashboards from a single analysis.
- Utilizing Projects to consolidate files, instructions, and context for specific engagements.
- Using Skills to convert successful workflows (e.g., due-diligence checklists, valuation templates) into reusable steps.
- Implementing Automations for scheduled or event-triggered tasks, such as weekly market summaries.
- Exercise: Packaging Module 3 analysis into memos and slides, then saving the method as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data governance: Identifying permissible data inputs based on firm policy, client confidentiality, and regulatory requirements.
- Provider context: Impact of Manus 2025–26 ownership changes and the August 2026 data deletion on data decisions.
- Output verification: Detecting hallucinations, stale sources, and calculation errors; emphasizing citation and spot-checks.
- Establishing 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 workflow based on their specific job functions.
- Group demonstrations with feedback from the trainer and peers.
- Personal 30-day usage plan: Selecting two tasks for Manus and building one Skill.
- Handout: Prompt patterns, review checklists, and credit management guides.
Requirements
- Basic proficiency with web applications; no prior AI experience is necessary.
- Participants must sign in to their individual Manus license on a work laptop using Chrome or Edge. As Manus is a cloud service, no virtual machine is required.
- Verify Manus plan details and credit balances before the session. It is advisable to schedule the course early in the billing cycle, as a full day of hands-on work may consume a significant portion of the team’s monthly credits.
- Confirm with IT which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course usability.
- The trainer utilizes a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not introduce client data.
- Pre-course survey (approx. 10 minutes): Identify one or two repetitive tasks from your current role, to be submitted at least one week prior to the course.
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
