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
- 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 (3)
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
practical knowledge in the area of efficient cloud resource identification with optimization potential
Robert Pienkowski - Powszechny Zaklad Ubezpieczen
Course - FinOps
Machine Translated
