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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding general AI agents: the difference between planning/acting/delivering and simple answering.
- Chat mode vs. agent mode: criteria for selecting the appropriate mode.
- Credit mechanics: understanding task costs and managing the shared team credit pool.
- Interface tour: overview of tasks, Projects, files, connectors, Skills, and Automations.
- Integration points: where Manus fits within finance, forensic, and corporate workflows, and where it does not.
- Exercise: Execute a small task in both modes to compare results and 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 handling browser or login steps.
- Output review: verification checkpoints, requesting sources, and deciding when to re-run.
- Exercise: Conduct company background and regulatory research on a target entity.
- Exercise: Use Wide Research to compare a list of companies against defined criteria.
Module 3: Working with Financial Data
- File handling: uploading spreadsheets, PDF statements, and exports from finance systems.
- Data processing: cleaning and standardizing ledgers; creating formulas and summaries in Excel-style outputs.
- Extraction: pulling figures from PDF financial statements into structured tables.
- Analysis: performing reconciliations and anomaly checks (duplicates, round-number tests, Benford’s law screens).
- Forensic Exercise: Identify anomalies in a synthetic transaction ledger and document the methodology.
- Corporate Finance Exercise: Construct a comparables table from provided financial statements.
Module 4: Final Outputs and Repetitive Workflows
- Deliverable creation: 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 process as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data governance: understanding firm policies, client confidentiality, and regulatory constraints on data input.
- Provider context: analyzing the implications of Manus's ownership changes (2025–26) and data deletion policies (August 2026) for data security decisions.
- Verification: identifying hallucinations, outdated sources, or calculation errors; emphasizing citation and spot-checks.
- Audit trails: saving task histories, exporting outputs, and documenting agent actions.
- Credit management: sizing tasks appropriately, using Chat mode for simple queries, and preventing excessive resource usage.
- Discussion: Drafting a one-page team usage policy.
Module 6: Capstone and Next Steps
- Individual project: Building a workflow based on a task from the participant's own job.
- Presentation: Demonstrating the workflow to the group with feedback from the trainer and peers.
- Planning: Creating a personal 30-day usage plan, including two tasks to migrate to Manus and one Skill to develop.
- Resources: Providing handouts on prompt patterns, review checklists, and credit guides.
Requirements
- Basic proficiency with web applications is sufficient; no prior experience with AI is necessary.
- Participants must log in to their individual Manus license on a work laptop using Chrome or Edge. As Manus is a cloud-based service, no virtual machines are required.
- Please verify the Manus subscription plan and credit balance before the session. Ideally, 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.
- Coordinate with IT to confirm which connectors (such as Gmail, Google Drive, or Notion) are approved, ensuring demonstrations align with tools participants will use afterward.
- The trainer will use a separate, paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not bring any client data.
- Complete a pre-course survey (approx. 10 minutes) detailing one or two repetitive tasks from your current role, submitted at least one week in advance.
Target 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
