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Duration 7 hours
Course Outline
Module 1: Introduction to Manus for Finance
- Defining general AI agents: the cycle of planning, acting, and delivering versus simple answering.
- Comparing Chat mode and Agent mode: scenarios for optimal use of each.
- Understanding credit mechanics, typical task costs, and shared team credit pools.
- Interface overview: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus fits within finance, forensic, or corporate finance workflows, and recognizing its limitations.
- Exercise: Execute a small task in both modes and compare results and credit consumption.
Module 2: Briefing, Steering, and Reviewing
- Crafting actionable briefs: defining goals, inputs, output formats, and constraints.
- Monitoring agent activity, intervening during tasks, and managing browser and login procedures.
- Critical output review: validation steps, requesting sources, and criteria for re-execution.
- Exercise: Conduct company background and regulatory research on a target entity.
- Exercise: Utilize Wide Research to compare multiple companies against unified criteria.
Module 3: Handling Financial Data
- File management: uploading spreadsheets, PDF statements, and exports from finance systems.
- Data hygiene: cleaning and standardizing ledgers, and generating formulas and summaries in Excel-compatible formats.
- Data extraction: converting figures from PDF financial statements into structured tables.
- Quality checks: reconciliations and anomaly detection (including duplicates, round-number tests, and Benford’s law screens).
- Exercise (Forensic): Identify and document anomalies in a synthetic transaction ledger.
- Exercise (Corporate Finance): Construct a comparables table using provided statements.
Module 4: Deliverables and Workflow Replication
- Generating polished outputs: memos, slide decks, and interactive dashboards from a single 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 components.
- Automations: setting up scheduled or event-driven tasks, such as weekly market summaries.
- Exercise: Package Module 3 analysis into memos and slides, then save the methodology as a reusable Skill.
Module 5: Risk, Governance, and Credit Management
- Data governance: understanding firm policies, client confidentiality, and regulatory constraints on data input.
- Provider context: analyzing the implications of Manus's ownership changes and the August 2026 data deletion policy.
- Output verification: detecting hallucinations, outdated sources, or calculation errors through citation and spot-checks.
- Audit trails: saving task histories, exporting outputs, and documenting agent actions.
- Credit discipline: sizing tasks appropriately, using Chat mode for simple queries, and preventing runaway processes.
- Discussion: Drafting a one-page team usage policy.
Module 6: Capstone and Future Planning
- Individual project: Build a complete workflow based on a real-world job function.
- Presentation: Demo the workflow to the group and incorporate feedback from the trainer and peers.
- Strategy: Develop a 30-day usage plan including two tasks to migrate to Manus and one Skill to develop.
- Resources: Receive a handout containing prompt patterns, review checklists, and credit management guides.
Requirements
- Familiarity with web applications is required; prior AI knowledge is not necessary.
- Participants must sign in to their individual Manus licenses using Chrome or Edge on a work laptop. As a cloud-based service, no virtual machine setup is needed.
- Verify your Manus plan and credit balance before the session. Ideally, schedule the course early in the billing cycle, as a full day of hands-on work can consume a significant portion of monthly credits.
- Coordinate with IT to confirm approved connectors (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course capabilities.
- The instructor will use a separate paid Manus account for preparation and live demonstrations.
- All exercise data is synthetic and provided by the trainer; please do not bring client data.
- Complete the 10-minute pre-course survey, identifying one or two repetitive tasks from your current workflow, at least one week prior to the course.
Audience
- Finance Associates
- Forensic Accounting Professionals
- Corporate Finance Specialists
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 1300 € + 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
