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 general AI agents: the plan-act-deliver cycle versus simple answering.
- Chat mode vs. agent mode: determining when to use each.
- Understanding credit mechanics and typical task costs; managing 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 one small task in each mode and compare results and credit costs.
Module 2: Briefing, Steering, and Reviewing
- Crafting briefs that Manus can execute: defining goals, inputs, output formats, and constraints.
- Monitoring agent work, intervening mid-task, and handling browser or login steps.
- Reviewing outputs: key checks, requesting sources, and deciding when to re-run tasks.
- Exercise: Conduct company background and regulatory research on a target company.
- Exercise: Use Wide Research to compare a list of companies against the same 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 screens).
- Exercise (Forensic): Flag 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: Consolidating files, instructions, and context for a specific client or engagement.
- 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 Module 3 analysis into a memo and slides, then save the method as a Skill.
Module 5: Risk, Governance, and Credit Discipline
- Data boundaries: Firm policies, client confidentiality, and regulatory requirements regarding data input.
- Provider context: 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 cite and spot-check.
- 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 role.
- Short presentation to the group with feedback from the trainer and peers.
- Personal 30-day usage plan: Migrating two tasks to Manus and building one Skill.
- Handout: Prompt patterns, review checklist, and credit guide.
Requirements
- Basic familiarity with web applications is sufficient; no prior AI knowledge is required.
- Each delegate must sign in to their own Manus license on a work laptop using Chrome or Edge. As Manus is a cloud-based service, no virtual machine is needed.
- Please verify the Manus plan and credit balance before the course. If possible, schedule the training early in the billing cycle, as a full day of hands-on work may consume a significant portion of the team's monthly credits.
- Confirm with IT which connectors are approved (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course usage.
- The trainer will use 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.
- Pre-course survey (approximately 10 minutes): Identify one or two repetitive tasks from current work, submitted at least one week before the course.
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
