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Duration 7 hours
Course Outline
Module 1: Introduction to Manus for Finance Professionals
- Understanding general AI agents: the plan-act-deliver cycle versus simple responses
- Comparing Chat mode and Agent mode: determining the appropriate use case
- Explaining credit mechanics, typical task costs, and the team’s shared credit pool
- Interface tour: covering tasks, Projects, files, connectors, Skills, and Automations
- Identifying where Manus fits into finance, forensic, or corporate workflows—and where it does not
- Exercise: Execute a small task in both modes and compare results and credit consumption
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
- Evaluating outputs: verification steps, requesting sources, and determining when to re-run
- Exercise: Conduct company background and regulatory research on a target firm
- Exercise: Use Wide Research to compare multiple companies against specific criteria
Module 3: Manipulating Financial Data
- Uploading files: spreadsheets, PDF statements, and exports from financial systems
- Cleaning and standardizing ledgers; creating formulas and summaries in Excel-style outputs
- Extracting numerical data from PDF financial statements into structured tables
- Performing reconciliations and anomaly checks (duplicates, round-number tests, 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 statements
Module 4: Final Deliverables and Reusable Workflows
- 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 or 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 methodology as a Skill
Module 5: Risk, Governance, and Credit Discipline
- Data governance: determining permissible inputs based on firm policy, client confidentiality, and regulatory requirements
- Provider context: Understanding Manus’s 2025–26 ownership changes and the August 2026 data deletion policy, and their impact on data decisions
- Output verification: Detecting hallucinations, outdated sources, or calculation errors; ensuring proper citation 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 tasks
- Discussion: Developing a one-page team usage policy
Module 6: Capstone and Future Steps
- Each delegate builds one workflow relevant to their specific role
- Presenting a short demo to the group for feedback from the trainer and peers
- Creating a personal 30-day usage plan: identifying two tasks to migrate to Manus and one Skill to build
- Handout: Includes prompt patterns, review checklists, and credit management guides
Requirements
- Basic familiarity with web applications. No prior AI knowledge is required.
- Each delegate must sign in to their own Manus license on their work laptop using Chrome or Edge. As Manus is a cloud-based service, no virtual machine is needed.
- Please verify the Manus plan and credit balance prior to the course. If possible, schedule the session early in the billing cycle, as a full day of hands-on work can significantly impact the team’s monthly credit allowance.
- Confirm with IT 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; delegates should not bring client data.
- Pre-course survey (approx. 10 minutes): Identify one or two repetitive tasks from current workflows and submit them at least one week before the course.
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
