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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 when to use each.
- How credits function and the cost of typical tasks; understanding the team's shared credit pool.
- Overview of the current interface: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus fits into finance, forensic, or corporate finance workflows, and where it does not.
- Exercise: Execute one small task in each mode and compare the results and credit costs.
Module 2: Briefing, steering, and reviewing
- Writing briefs that Manus can execute: goals, inputs, output format, and constraints.
- Monitoring agent activity, intervening mid-task, and managing browser and login steps.
- Reviewing outputs: checking accuracy, requesting sources, and determining when to re-run tasks.
- Exercise: Conducting company background and regulatory research on a target company.
- Exercise: Using Wide Research to compare a list of companies against specific criteria.
Module 3: Working with financial data
- Uploading files: spreadsheets, PDF statements, and exports from finance systems.
- Cleaning and standardizing ledgers; creating formulas and summaries in Excel-style output.
- Extracting figures from PDF financial statements into structured tables.
- Performing reconciliations and anomaly checks (duplicates, round-number tests, Benford's-law screening).
- Exercise (Forensic): Identify anomalies in a synthetic transaction ledger and document the methodology.
- Exercise (Corporate Finance): Build a comparables table from provided statements.
Module 4: Finished outputs and repeatable work
- Generating memos, slide decks, and interactive dashboards from the same 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 steps.
- Automations: Setting up scheduled or event-triggered tasks, such as weekly market summaries.
- Exercise: Package the Module 3 analysis into a memo and slides, then save the methodology as a Skill.
Module 5: Risk, governance, and credit discipline
- Data eligibility: Firm policies, client confidentiality, and regulatory requirements regarding data input into Manus.
- Provider context: Manus's 2025–26 ownership changes and the August 2026 data deletion, and their impact on data decisions.
- Verifying outputs: Addressing hallucinated figures, stale sources, and calculation errors; consistently citing and spot-checking.
- Audit trails: Saving task histories, exporting outputs, and documenting agent actions.
- Credit discipline: Sizing tasks appropriately, using Chat mode for simple queries, and avoiding runaway tasks.
- Discussion: Developing a one-page team usage policy.
Module 6: Capstone and next steps
- Each participant builds one workflow relevant to their own job.
- A brief demonstration to the group with feedback from the trainer and peers.
- Personal 30-day usage plan: Identify two tasks to migrate to Manus and build one Skill.
- Handout: Prompt patterns, review checklist, and credit guide.
Requirements
- Basic familiarity with web applications; no prior AI knowledge is required.
- Each participant must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud service, a virtual machine is not necessary.
- Please verify the Manus plan and credit balance before the course and, if possible, schedule the course early in the billing cycle, as a full day of hands-on work can consume a significant portion of the team's monthly credits.
- Please confirm with IT which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with tools participants can use thereafter.
- The trainer uses a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the trainer; participants should not bring client data.
- Pre-course survey (approximately 10 minutes): Participants should identify one or two repetitive tasks from their current role and submit them at least one week before the course.
Audience
- Associates in Finance
- Forensic Accounting
- Corporate Finance
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1600 € + VAT*
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Testimonials (4)
The difference between strategy and plan
Berat Rahmani - Wallee Group AG
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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
