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Duration 7 hours
Course Outline
Module 1: Introduction to Manus for Finance
- Defining a general AI agent: planning, acting, and delivering versus simple answering
- Chat mode vs. Agent mode: scenarios for appropriate usage
- Credit mechanics and typical task costs; understanding shared credit pools
- Overview of the current interface: tasks, Projects, files, connectors, Skills, and Automations
- Positioning Manus within finance, forensic, or corporate finance workflows, including limitations
- Exercise: Execute a small task in both modes to compare results and credit costs
Module 2: Briefing, Steering, and Reviewing
- Crafting actionable briefs: goals, inputs, output formats, and constraints
- Monitoring agent activity, intervening mid-task, and managing browser/login steps
- Evaluating output: verification points, requesting sources, and criteria for re-running tasks
- Exercise: Conduct company background and regulatory research on a target entity
- Exercise: Use Wide Research to compare multiple companies against specific criteria
Module 3: Managing Financial Data
- File uploads: spreadsheets, PDF statements, and finance system exports
- Data cleaning and standardization; creating formulas and summaries in Excel-style outputs
- Extracting financial figures from PDFs into structured tables
- Reconciliations and anomaly detection (duplicates, round-number tests, Benford's law screening)
- Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology
- Exercise (Corporate Finance): Construct a comparables table from provided statements
Module 4: Final Outputs and Reproducibility
- Generating memos, slide decks, and interactive dashboards from a single analysis
- Projects: Consolidating files, instructions, and context for specific engagements
- Skills: Converting successful workflows (e.g., due diligence checklists) into reusable steps
- Automations: Scheduling or event-triggering tasks, such as weekly market summaries
- Exercise: Package Module 3 analysis into a memo and slides, then save the process as a Skill
Module 5: Risk, Governance, and Credit Management
- Data governance: Determining permissible data usage based on firm policy, confidentiality, and regulations
- Provider context: Implications of Manus's 2025–26 ownership changes and the August 2026 data deletion policy
- Output verification: Identifying hallucinations, outdated sources, and calculation errors; mandatory citation and spot-checking
- Audit trails: Saving task histories, exporting outputs, and documenting agent actions
- Credit discipline: Optimizing task sizing, using Chat mode for simple queries, and preventing excessive usage
- Discussion: Developing a one-page team usage policy
Module 6: Capstone and Future Steps
- Participants build one workflow relevant to their specific role
- Short group demonstration with feedback from the trainer and peers
- Personal 30-day plan: Selecting two tasks for migration and one Skill to develop
- Handouts: Prompt patterns, review checklists, and credit management guides
Requirements
- Basic proficiency with web applications is required; no prior AI knowledge is necessary.
- Participants must sign in to their own Manus license on a work laptop using Chrome or Edge. As a cloud service, Manus does not require a virtual machine.
- Please ensure your Manus plan and credit balance are verified before the course. Ideally, schedule the course early in the billing cycle, as intensive hands-on work may consume a significant portion of monthly credits.
- Confirm with IT which connectors are authorized (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with available post-course capabilities.
- The trainer utilizes a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not bring client data.
- Pre-course survey (approx. 10 minutes): Participants should identify one or two repetitive tasks from their current workflow and submit them at least one week prior to 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
