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Duration 7 hours
Course Outline
Module 1: Introduction to Manus for Finance Professionals
- Defining general AI agents: the cycle of planning, acting, and delivering versus simple answering.
- Comparing Chat mode and agent mode: determining when to utilize each.
- Understanding credit mechanics and typical task costs, including shared team credit pools.
- A tour of the current interface covering tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus adds value in finance, forensic, or corporate finance workflows, and where it does not.
- Exercise: Execute a small task in both modes and compare results and credit expenditure.
Module 2: Briefing, Steering, and Reviewing
- Crafting actionable briefs for Manus: defining goals, inputs, output formats, and constraints.
- Monitoring agent performance, intervening during tasks, and managing browser and login steps.
- Reviewing outputs: checklists for accuracy, requesting sources, and criteria for re-running tasks.
- Exercise: Conducting company background and regulatory research on a target entity.
- Exercise: Using Wide Research to compare a list of companies against specific criteria.
Module 3: Handling Financial Data
- Uploading various file types: spreadsheets, PDF statements, and exports from finance systems.
- Cleaning and standardizing ledgers, and building formulas and summaries in Excel-style output.
- Extracting financial figures from PDF statements into structured tables.
- Performing reconciliations and anomaly checks (e.g., duplicates, round-number tests, Benford’s-law screening).
- Exercise (Forensic): Identifying 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.
- Using Projects to consolidate files, instructions, and context for specific clients or engagements.
- Leveraging Skills to convert successful workflows (e.g., due-diligence checklists or valuation templates) into reusable steps.
- Implementing Automations for scheduled or event-triggered tasks, such as weekly market summaries.
- Exercise: Packaging Module 3 analysis into a memo and slides, then saving the method as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Defining data boundaries for Manus: firm policies, client confidentiality, and regulatory requirements.
- Provider context: Understanding Manus's 2025–26 ownership changes and the August 2026 data deletion, and their implications for data decision-making.
- Verifying outputs: Identifying hallucinations, stale sources, and calculation errors; the importance of citing and spot-checking.
- Maintaining an audit trail: Saving task histories, exporting outputs, and documenting agent actions.
- Practicing 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
- Each participant builds one workflow based on their own job functions.
- A brief demo to the group, with feedback from the trainer and peers.
- Creating a personal 30-day usage plan: Two tasks to migrate to Manus and one Skill to develop.
- Handout: Prompt patterns, review checklists, and credit management guides.
Requirements
- Basic proficiency with web applications is required; no prior AI experience is necessary.
- Each participant must log in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud-based service, no virtual machine setup is needed.
- Please verify the Manus plan tier and credit balance prior to the course. 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.
- Confirm with IT which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course capabilities.
- The instructor will use a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants are instructed not to bring client data.
- A pre-course survey (approximately 10 minutes) is required, identifying one or two repetitive tasks from current work, to be 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
