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Duration 7 hours
Course Outline
Module 1: Manus AI for Financial Professionals
- Understanding the general AI agent model: planning, acting, and delivering results versus simple answers.
- Distinguishing between Chat mode and agent mode, and identifying the appropriate use case for each.
- Explanation of the credit system, typical task costs, and the shared team credit pool.
- Overview of the current interface components: tasks, Projects, files, connectors, Skills, and Automations.
- Identifying where Manus AI adds value in finance, forensic, or corporate finance workflows, and recognizing its limitations.
- Practical exercise: Execute a small task in both modes to compare outcomes and credit costs.
Module 2: Instructing, Guiding, and Evaluating
- Crafting effective instructions for Manus: defining goals, inputs, output formats, and constraints.
- Monitoring agent activities, intervening mid-process, and managing browser or login interactions.
- Evaluating results: key checkpoints, requesting source verification, and deciding when to re-run tasks.
- Exercise: Conducting company background checks and regulatory research on a specific target.
- Exercise: Using Wide Research to compare a list of companies against consistent criteria.
Module 3: Handling Financial Data
- Uploading various file types: spreadsheets, PDF statements, and exports from financial systems.
- Cleaning and standardizing ledgers, and creating formulas and summaries in spreadsheet-style outputs.
- Extracting numerical data from PDF financial statements into structured tables.
- Performing reconciliations and anomaly checks, including duplicate detection, round-number tests, and Benford's-law screening.
- Forensic exercise: Identify anomalies in a synthetic transaction ledger and document the methodology.
- Corporate finance exercise: Construct a comparables table using provided financial statements.
Module 4: Final Deliverables and Repeatable Processes
- Generating consistent outputs such as memos, slide decks, and interactive dashboards from a single analysis.
- Utilizing Projects to maintain files, instructions, and context for specific clients or engagements.
- Creating Skills by converting successful workflows (e.g., due-diligence checklists or valuation templates) into reusable steps.
- Setting up Automations for scheduled or event-triggered tasks, such as weekly market summaries.
- Exercise: Package the Module 3 analysis into a memo and presentation, then save the process as a reusable Skill.
Module 5: Risk Management, Governance, and Credit Control
- Guidelines on data sensitivity: firm policies, client confidentiality, and regulatory compliance regarding input data.
- Contextual awareness: Manus's 2025–26 ownership changes and the August 2026 data deletion policy, and their implications for data decisions.
- Output verification: identifying hallucinated figures, outdated sources, and calculation errors; emphasizing citation and spot-checks.
- Audit trail management: saving task histories, exporting outputs, and documenting agent actions.
- Credit management strategies: sizing tasks appropriately, using Chat mode for simple queries, and preventing resource exhaustion.
- Discussion: Developing a one-page team usage policy.
Module 6: Capstone Project and Future Implementation
- Each participant develops one workflow based on their specific job role.
- Group demonstration with feedback from the instructor and peers.
- Personal 30-day plan: Identify two tasks to migrate to Manus and one Skill to develop.
- Resource handout: Prompt patterns, review checklist, and credit usage guide.
Requirements
- Basic proficiency with web applications is expected; no prior experience with AI is necessary.
- Participants must access their own Manus license via a work laptop using Chrome or Edge. As Manus is a cloud-based service, no virtual machine setup is required.
- Please verify your Manus plan and credit balance prior to the course. Ideally, schedule the training early in the billing cycle, as a full day of intensive hands-on work may consume a significant portion of the monthly credit allocation.
- Coordinate with IT to confirm which connectors (such as Gmail, Google Drive, or Notion) are authorized, ensuring demonstrations align with available post-course tools.
- The instructor utilizes a separate paid Manus account for preparation and live demonstrations.
- All exercise datasets are synthetic and provided by the trainer; participants are advised not to bring client data.
- A brief pre-course survey (approx. 10 minutes) requesting details on one or two repetitive tasks from your current role, submitted at least one week before the session.
Target Audience
- Finance Associates
- Forensic Accountants
- Corporate Finance Specialists
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
