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Duration 7 hours
Course Outline
Module 1: Manus for finance professionals
- Understanding the general AI agent: planning, acting, and delivering, as opposed to simply answering.
- Chat mode vs. agent mode: criteria for selecting the appropriate mode.
- How credits work, typical task costs, and the team's shared 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 it does not.
- Exercise: Execute a small task in each mode and compare the results and credit costs.
Module 2: Briefing, steering, and reviewing
- Drafting a brief that Manus can execute: defining goals, inputs, output format, and constraints.
- Monitoring the agent's work, intervening mid-task, and managing browser and login steps.
- Reviewing the output: identifying checks, requesting sources, and determining when to re-run.
- Exercise: Conducting company background and regulatory research on a target company.
- Exercise: Using 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 standardizing ledgers; creating formulas and summaries in Excel-style output.
- Extracting figures from PDF financial statements into structured tables.
- Performing reconciliations and anomaly checks (duplicates, round-number tests, Benford's-law screening).
- Exercise (forensic): Flagging anomalies in a synthetic transaction ledger and documenting the methodology.
- Exercise (corporate finance): Building a comparables table from provided statements.
Module 4: Finished outputs and repeatable work
- Generating a memo, slide deck, and interactive dashboard from the same analysis.
- Projects: Managing files, instructions, and context for a client or engagement.
- 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: Packaging the Module 3 analysis into a memo and slides, then saving the method as a Skill.
Module 5: Risk, governance, and credit discipline
- Data eligibility: Firm policies, client confidentiality, and regulatory requirements regarding data input into Manus.
- Provider context: Manus's 2025–26 ownership changes and the August 2026 data deletion, and their implications for data decisions.
- Verifying outputs: Identifying hallucinated figures, stale sources, and calculation errors; always citing and spot-checking.
- Audit trail: Saving task histories, exporting outputs, and documenting agent actions.
- Credit discipline: Sizing tasks appropriately, using Chat mode for simple queries, and avoiding runaway tasks.
- Discussion: Drafting a one-page team usage policy.
Module 6: Capstone and next steps
- Each delegate builds one workflow from their own job responsibilities.
- A short demo to the group, followed by feedback from the trainer and peers.
- Personal 30-day usage plan: Two tasks to migrate to Manus and one Skill to build.
- Handout: Prompt patterns, review checklist, and credit guide.
Requirements
- Basic proficiency with web applications is required; no prior AI knowledge is necessary.
- Each delegate must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud service, a virtual machine is not required.
- Please verify the Manus plan status and credit balance prior to the course. Ideally, schedule the training 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 are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course 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; delegates are advised not to bring client data.
- A pre-course survey (approximately 10 minutes) requires delegates to identify one or two repetitive tasks from their current workflow, submitted at least one week before the course.
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
