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Duration 7 hours
Course Outline
Module 1: Overview of Manus for Financial Professionals
- Distinguishing autonomous AI agents (plan, act, deliver) from reactive chat interfaces
- Defining the strategic applications of Chat mode versus Agent mode for professional tasks
- Explaining the credit allocation model, cost per task, and management of the shared organizational credit pool
- Providing a comprehensive tour of the current interface: tasks, Projects, files, connectors, Skills, and Automations
- Identifying appropriate use cases within finance, forensic, and corporate finance workflows, as well as defining operational limitations
- Practical exercise: executing a representative task in each mode to compare output quality and resource consumption
Module 2: Directive Management and Performance Review
- Formulating actionable directives for Manus: defining goals, input requirements, output specifications, and constraints
- Monitoring agent execution, implementing real-time interventions, and managing browser and authentication steps
- Conducting critical review of outputs: verification of accuracy, sourcing requirements, and protocols for re-execution
- Practical exercise: conducting company background and regulatory research on a target entity
- Practical exercise: utilizing Wide Research to benchmark multiple companies against standardized criteria
Module 3: Processing Financial Data
- Ingesting various file types: spreadsheets, PDF statements, and exports from finance systems
- Standardizing ledgers and constructing formulas and summaries in Excel-style output formats
- Extracting quantitative figures from PDF financial statements into structured tabular data
- Performing reconciliations and anomaly detection, including duplicate checks, round-number analysis, and Benford’s law screening
- Practical exercise (Forensic): identifying anomalies in a synthetic transaction ledger and documenting the methodology
- Practical exercise (Corporate Finance): constructing a comparables table from provided financial statements
Module 4: Deliverable Generation and Process Standardization
- Generating final deliverables, including memoranda, slide decks, and interactive dashboards, from a single analysis
- Utilizing Projects to maintain files, instructions, and contextual information for specific client engagements
- Defining Skills to convert successful workflows, such as due-diligence checklists or valuation templates, into reusable procedures
- Implementing Automations for scheduled and event-triggered tasks, such as weekly market summaries
- Practical exercise: packaging Module 3 analysis into a memo and presentation, then saving the methodology as a Skill
Module 5: Risk Management, Governance, and Resource Discipline
- Defining permissible data inputs for Manus based on firm policy, client confidentiality standards, and regulatory requirements
- Assessing provider context: analyzing 2025–2026 ownership changes and the August 2026 data deletion protocol, and their implications for data governance
- Verifying outputs for hallucinated figures, outdated sources, and calculation errors; enforcing citation and spot-checking protocols
- Maintaining an audit trail: preserving task histories, exporting outputs, and documenting agent actions for accountability
- Enforcing credit discipline: sizing tasks appropriately, utilizing Chat mode for simple queries, and preventing uncontrolled resource consumption
- Discussion: drafting a one-page internal usage policy for government or corporate adoption
Module 6: Capstone Assessment and Strategic Next Steps
- Development of a personalized workflow based on individual job functions
- Presentation of workflow to the group with structured feedback from the instructor and peers
- Creation of a personal 30-day implementation plan: identifying two tasks to migrate to Manus and one Skill to develop
- Distribution of reference materials: prompt patterns, review checklists, and credit management guides
Requirements
- Basic proficiency with web applications; no prior AI experience is required
- Participants must sign in to their individual Manus license on a work laptop using Chrome or Edge. Manus is a cloud-based service; no virtual machine is necessary.
- Verify Manus plan tier and credit balance prior to the course. It is recommended to schedule the course early in the billing cycle, as intensive hands-on work may significantly impact monthly credit allocations.
- Coordinate with IT to confirm approved connectors (e.g., Gmail, Google Drive, Notion) to ensure demonstrations align with post-course usability.
- The instructor utilizes a separate paid Manus account for preparation and demonstrations.
- All exercise data is synthetic and provided by the instructor; participants must not bring client data for security and compliance reasons.
- Pre-course survey (approximately 10 minutes): identification of one or two repetitive tasks from current work, to be submitted at least one week before the course.
Target Audience
- Finance Associates
- Forensic Accounting Professionals
- 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
