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Duration 7 hours
Course Outline
Module 1: Introduction to Manus for Finance
- Understanding general AI agents: planning, acting, and delivering versus simple answering.
- Comparing Chat mode and agent mode: scenarios for optimal usage.
- Explanation of the credit system, typical task costs, and shared team pools.
- Overview of the interface: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus fits within finance, forensic, or corporate workflows, and where it does not.
- Exercise: Execute a small task in both modes and compare results against credit usage.
Module 2: Briefing, Steering, and Review
- Writing effective briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening during tasks, and managing browser/login steps.
- Critically reviewing outputs: checking accuracy, requesting sources, and determining when to re-run.
- Exercise: Conduct company background and regulatory research on a target entity.
- Exercise: Use Wide Research to compare multiple companies using consistent criteria.
Module 3: Handling Financial Data
- Uploading various file types: spreadsheets, PDF statements, and finance system exports.
- Cleaning and standardizing ledgers; creating formulas and summaries in Excel-style outputs.
- Extracting data from PDF financial statements into structured tables.
- Performing reconciliations and anomaly checks (duplicates, round-number tests, Benford's law).
- Exercise (Forensic): Identify and document anomalies in a synthetic transaction ledger.
- Exercise (Corporate Finance): Construct a comparables table from provided statements.
Module 4: Deliverables and Repeatability
- Generating memos, slide decks, and interactive dashboards from a single analysis.
- Using Projects to centralize files, instructions, and context for specific engagements.
- Creating Skills to turn successful workflows (e.g., due-diligence checklists) into reusable steps.
- Setting up Automations for scheduled or event-triggered tasks, such as weekly market summaries.
- Exercise: Package Module 3 analysis into a memo and slides, then save the method as a Skill.
Module 5: Risk, Governance, and Credit Management
- Defining data boundaries: firm policies, client confidentiality, and regulatory compliance.
- Contextualizing Manus's 2025–26 ownership changes and the August 2026 data deletion for data decisions.
- Verifying outputs: identifying hallucinations, stale sources, and calculation errors through citation and spot-checks.
- Maintaining audit trails: saving task histories, exporting outputs, and documenting agent actions.
- Practicing credit discipline: sizing tasks, using Chat mode for simple queries, and preventing runaway executions.
- Discussion: Developing a one-page team usage policy.
Module 6: Capstone and Future Steps
- Building a personalized workflow from each participant's daily job.
- Presenting a short demo to the group for feedback from trainers and peers.
- Creating a 30-day plan: identifying two tasks for Manus migration and one Skill to build.
- Distribution of handouts: prompt patterns, review checklists, and credit guides.
Requirements
- Basic familiarity with web applications; no prior AI knowledge is necessary.
- Participants must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud service, no virtual machine is required.
- Verify the Manus plan and credit balance before 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.
- Coordinate with IT to confirm approved connectors (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 demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not use client data.
- Complete a pre-course survey (approx. 10 minutes) identifying one or two repetitive tasks from current work, submitted at least one week prior.
Target Audience
- Finance Associates
- Forensic Accounting Professionals
- 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
