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Duration 7 hours
Course Outline
Module 1: Manus for finance professionals
- What a general AI agent is: plan, act, deliver, versus answer
- Chat mode vs agent mode: when to use each
- How credits work and what a typical task costs; the team's shared credit pool
- Tour of the current interface: tasks, Projects, files, connectors, Skills, Automations
- Where Manus fits in a finance, forensic or corporate finance workflow, and where it does not
- Exercise: run one small task in each mode and compare the result and the credit cost
Module 2: Briefing, steering and reviewing
- Writing a brief Manus can act on: goal, inputs, output format, constraints
- Watching the agent work, intervening mid-task, handling browser and login steps
- Reviewing the output: what to check, how to ask for sources, when to re-run
- Exercise: company background and regulatory research on a target company
- Exercise: Wide Research to compare a list of companies on the same criteria
Module 3: Working with financial data
- Uploading files: spreadsheets, PDF statements, exports from finance systems
- Cleaning and standardizing a ledger; building formulas and summaries in Excel-style output
- Extracting figures from PDF financial statements into structured tables
- Reconciliations and anomaly checks (duplicates, round-number tests, Benford's-law screen)
- Exercise (forensic): flag anomalies in a synthetic transaction ledger and document the method
- Exercise (corporate finance): build a comparables table from supplied statements
Module 4: Finished outputs and repeatable work
- Producing a memo, a slide deck and an interactive dashboard from the same analysis
- Projects: keeping files, instructions and context together for a client or engagement
- Skills: turning a successful workflow (e.g. a due-diligence checklist or valuation template) into a reusable step
- Automations: scheduled and event-triggered tasks, such as a weekly market summary
- Exercise: package the Module 3 analysis as a memo and slides, then save the method as a Skill
Module 5: Risk, governance and credit discipline
- What data may and may not go into Manus: the firm's policy, client confidentiality, regulatory requirements
- Provider context: Manus's 2025–26 ownership changes and the August 2026 data deletion, and why that matters for data decisions
- Verifying outputs: hallucinated figures, stale sources, calculation errors; always cite and spot-check
- Audit trail: saving task histories, exporting outputs, documenting what the agent did
- Credit discipline: sizing tasks, using Chat mode for simple questions, avoiding runaway tasks
- Discussion: a one-page team usage policy
Module 6: Capstone and next steps
- Each delegate builds one workflow from their own job
- Short demo to the group with feedback from the trainer and peers
- Personal 30-day usage plan: two tasks to move to Manus, one Skill to build
- Handout: prompt patterns, review checklist, credit guide
Requirements
- Basic familiarity with web applications. No prior AI knowledge required
- Each delegate signs in to their own Manus license on their work laptop using Chrome or Edge. Manus is a cloud service; no virtual machine is required.
- Please confirm the Manus plan and credit balance before the course and, if possible, schedule the course early in the billing cycle. A full day of hands-on work can use a noticeable share of the team's monthly credits.
- Please confirm with IT which connectors are approved (for example Gmail, Google Drive, Notion) so demonstrations match what delegates can use afterwards.
- The trainer uses a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and supplied by the trainer; delegates should not bring client data.
- Pre-course survey (about 10 minutes): one or two repetitive tasks from their current work, sent at least one week before the course.
Audience
- Associates in Finance
- Forensic Accounting
- Corporate Finance
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
