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Duration 7 hours
Course Outline
Module 1: Introduction to Manus for Finance Professionals
- Defining the general AI agent: the cycle of planning, acting, and delivering, contrasted with simple answering.
- Comparing Chat mode and agent mode: criteria for selecting the appropriate mode.
- Understanding credit mechanics, typical task costs, and the management of shared team credit pools.
- Overview of the current interface: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying the strategic fit of Manus within finance, forensic, and corporate workflows, including limitations.
- Practical Exercise: Execute a small task in both modes to compare results and credit consumption.
Module 2: Briefing, Steering, and Review Processes
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening during tasks, and managing browser or login steps.
- Critical review of outputs: verification checkpoints, sourcing methods, and criteria for re-execution.
- Practical Exercise: Conducting company background and regulatory research on a target entity.
- Practical Exercise: Using Wide Research to compare multiple companies based on uniform criteria.
Module 3: Managing Financial Data
- File management: uploading spreadsheets, PDF statements, and finance system exports.
- Data hygiene: cleaning and standardizing ledgers, and creating formulas and summaries in Excel-style outputs.
- Data extraction: converting figures from PDF financial statements into structured tables.
- Analytical checks: reconciliations and anomaly detection (including duplicates, round-number tests, and Benford’s-law screening).
- Practical Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology.
- Practical Exercise (Corporate Finance): Construct a comparables table from provided financial statements.
Module 4: Final Deliverables and Workflow Repetition
- Generating comprehensive outputs: 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 components.
- Automations: Configuring scheduled or event-triggered tasks, such as weekly market summaries.
- Practical Exercise: Package the Module 3 analysis into a memo and slide deck, then save the methodology as a Skill.
Module 5: Risk Management, Governance, and Credit Discipline
- Data governance: Determining acceptable data inputs based on firm policy, client confidentiality, and regulatory compliance.
- Provider context: Assessing the impact of Manus’s 2025–26 ownership changes and the August 2026 data deletion policy on data decision-making.
- Output verification: Mitigating risks from hallucinated figures, outdated sources, or calculation errors through rigorous citation and spot-checking.
- Audit trails: Preserving task histories, exporting outputs, and documenting agent actions.
- Credit optimization: Sizing tasks appropriately, utilizing Chat mode for simple queries, and preventing excessive credit drain.
- Group Discussion: Developing a one-page team usage policy.
Module 6: Capstone Project and Future Implementation
- Individual construction of one workflow applicable to the participant’s specific role.
- Group presentation with feedback from the trainer and peers.
- Personalized 30-day plan: identifying two tasks to migrate to Manus and one Skill to develop.
- Distribution of handouts: prompt patterns, review checklists, and credit management guides.
Requirements
- Basic proficiency with web applications is sufficient; no prior experience with AI is necessary.
- Participants must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud-based service, no local virtual machine setup is required.
- 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 monthly credit allowance.
- Coordinate with IT to confirm approved connectors (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course usability.
- The trainer will utilize a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants must not bring actual client data.
- A brief pre-course survey (approx. 10 minutes) requesting one or two repetitive tasks from current workflows, to be submitted at least one week prior to the session.
Target Audience
- Finance Associates
- Forensic Accounting Specialists
- 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
