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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding general AI agents: Planning, acting, and delivering versus simply answering
- Chat mode vs. Agent mode: Criteria for selection
- Credit mechanics, typical task costs, and shared team credit pools
- Interface overview: Tasks, Projects, files, connectors, Skills, and Automations
- Integration points for finance, forensic, and corporate finance workflows, including limitations
- Exercise: Execute a small task in both modes and compare results and credit usage
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/login steps
- Output review: Verification checks, source retrieval, and re-execution strategies
- 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: Handling Financial Data
- File uploads: Spreadsheets, PDF statements, and finance system exports
- Ledger cleaning and standardization; building formulas and summaries in Excel-style output
- Extracting data from PDF financial statements into structured tables
- Reconciliation and anomaly detection (duplicates, round-number tests, Benford's law screens)
- Exercise (Forensic): Identify and document anomalies in a synthetic transaction ledger
- Exercise (Corporate Finance): Construct a comparables table from provided statements
Module 4: Final Deliverables and Repetitive Tasks
- 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, 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 process as a Skill
Module 5: Risk, Governance, and Credit Discipline
- Data governance: What can and cannot be input into Manus (firm policy, confidentiality, regulations)
- Contextual factors: Impact of Manus's 2025–26 ownership changes and the August 2026 data deletion on data decisions
- Output verification: Addressing hallucinations, stale sources, and calculation errors; citing and spot-checking
- Audit trails: Saving task histories, exporting outputs, and documenting agent actions
- Credit management: 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
- Participants build one workflow based on their specific job function
- Group demonstration with feedback from the trainer and peers
- Personal 30-day plan: Two tasks to migrate to Manus and one Skill to develop
- Handout: Prompt patterns, review checklist, and credit management guide
Requirements
- Basic proficiency with web applications. No prior AI knowledge is required.
- Participants must log in to their own Manus license using Chrome or Edge on their work laptop. As Manus is a cloud service, no virtual machine is necessary.
- Verify the Manus plan and credit balance before the course; scheduling early in the billing cycle is recommended, as a full day of hands-on work may consume a significant portion of the team's monthly credits.
- Confirm with IT which connectors (e.g., Gmail, Google Drive, Notion) are approved 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 client data.
- Pre-course survey (approx. 10 minutes): Submit one or two repetitive tasks from your current workflow at least one week before the course.
Target Audience
- Finance Associates
- Forensic Accounting Professionals
- 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
