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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: determining the appropriate mode for different scenarios
- Credit mechanics: understanding costs per task and managing the team's shared credit pool
- Interface tour: overview of tasks, Projects, files, connectors, Skills, and Automations
- Positioning Manus within finance, forensic, and corporate finance workflows, including its limitations
- Exercise: Execute a small task in both modes and compare results and credit expenditure
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 and login interactions
- Output review: identifying checkpoints, requesting source citations, and deciding when to re-run tasks
- Exercise: Conducting company background and regulatory research on a target entity
- Exercise: Using Wide Research to compare a list of companies based on uniform criteria
Module 3: Working with Financial Data
- File management: uploading spreadsheets, PDF statements, and finance system exports
- Data hygiene: cleaning and standardizing ledgers, and generating formulas and summaries in Excel-style output
- Data extraction: converting figures from PDF financial statements into structured tables
- Analysis techniques: reconciliations and anomaly detection (duplicates, round-number tests, Benford's-law screening)
- Exercise (Forensic): Identifying anomalies in a synthetic transaction ledger and documenting the methodology
- Exercise (Corporate Finance): Creating a comparables table from provided financial statements
Module 4: Final Outputs and Reproducible Workflows
- Deliverable creation: generating memos, slide decks, and interactive dashboards from the same analysis
- Projects: organising 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: setting up 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
- Data governance: determining permissible data 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 implications for data decisions
- Output validation: identifying hallucinations, stale sources, and calculation errors; emphasizing citation and spot-checking
- Audit trails: preserving task histories, exporting outputs, and documenting agent actions
- Credit discipline: optimizing task sizing, using Chat mode for simple queries, and preventing runaway tasks
- Discussion: drafting a one-page team usage policy
Module 6: Capstone and Next Steps
- Delegate-led construction of one workflow based on their specific job functions
- Brief group presentation with feedback from the trainer and peers
- Personal 30-day usage plan: identifying two tasks to migrate to Manus and one Skill to develop
- Handouts: prompt patterns, review checklists, and credit management guides
Requirements
- Basic proficiency with web applications. No prior AI experience is necessary.
- Delegates must sign 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 required.
- Please verify your Manus plan tier and remaining credit balance before the course. Ideally, schedule the training early in the billing cycle, as a full day of hands-on work can consume a significant portion of monthly credits.
- Confirm with your IT department which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course capabilities.
- The trainer operates on a separate, paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; delegates must not use client data.
- Pre-course survey (approx. 10 minutes): Identify one or two repetitive tasks from current work and submit responses at least one week in advance.
Target 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
