Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding the general AI agent: planning, acting, and delivering versus simply answering
- Comparing Chat mode and Agent mode to determine when to use each
- Understanding credit mechanics, typical task costs, and the team’s shared credit pool
- Overview of the current interface: tasks, Projects, files, connectors, Skills, and Automations
- Identifying where Manus fits within finance, forensic, or corporate finance workflows, and where it does not
- Exercise: Execute a small task in both modes and compare the results and credit costs
Module 2: Briefing, Steering, and Reviewing
- Crafting briefs that Manus can effectively execute: defining goals, inputs, output formats, and constraints
- Monitoring the agent’s workflow, intervening during tasks, and managing browser and login steps
- Evaluating outputs: identifying key checks, requesting sources, and determining when to re-run
- Exercise: Conduct company background and regulatory research on a target company
- Exercise: Use Wide Research to compare a list of companies against identical 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: Final Outputs and Repeatable Work
- Creating a memo, slide deck, and interactive dashboard from the same analysis
- Using Projects: Maintaining files, instructions, and context together for a client or engagement
- Developing Skills: Converting a successful workflow (e.g., due-diligence checklist or valuation template) into a reusable step
- Setting up Automations: Configuring scheduled or event-triggered tasks, such as weekly market summaries
- Exercise: Package the Module 3 analysis into a memo and slides, then save the method as a Skill
Module 5: Risk, Governance, and Credit Discipline
- Data boundaries: What can and cannot be uploaded to Manus, considering firm policy, client confidentiality, and regulatory requirements
- Provider context: Understanding Manus’s 2025–26 ownership changes and the August 2026 data deletion, and their impact on data decisions
- Verifying outputs: Identifying hallucinated figures, stale sources, and calculation errors; always citing and spot-checking
- Maintaining an audit trail: 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 delegate builds one workflow based on their own job responsibilities
- Presentation of the workflow to the group with feedback from the trainer and peers
- Creating a personal 30-day usage plan: Identify two tasks to migrate to Manus and one Skill to build
- Handout: Prompt patterns, review checklists, and credit guides
Requirements
- Basic proficiency with web applications; no prior AI experience is necessary
- Each delegate 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 prior to the course. Ideally, schedule the session early in the billing cycle, as a full day of hands-on work may consume a significant portion of monthly credits.
- Coordinate with IT to confirm which connectors (e.g., Gmail, Google Drive, Notion) are approved, ensuring demonstrations align with post-course capabilities.
- The trainer utilizes a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the trainer; delegates should not bring client data.
- Complete a pre-course survey (approximately 10 minutes) detailing one or two repetitive tasks from their current role, submitted at least one week in advance.
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
