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Duration 7 hours
Course Outline
Module 1: Manus for Finance Professionals
- Understanding the general AI agent: planning, acting, and delivering versus simply answering
- Chat mode versus agent mode: determining when to use each
- How credits function, typical task costs, and the team's shared credit pool
- A tour of the current interface: tasks, Projects, files, connectors, Skills, and Automations
- The role of Manus in finance, forensic, or corporate finance workflows, and its limitations
- Exercise: Execute one small task in each mode and compare the results and credit costs
Module 2: Briefing, Steering, and Reviewing
- Drafting briefs that Manus can execute: defining goals, inputs, output formats, and constraints
- Monitoring agent activity, intervening mid-task, and managing browser and login steps
- Reviewing outputs: key checks, requesting sources, and deciding when to re-run
- Exercise: Company background and regulatory research on a target company
- Exercise: Using Wide Research to compare a list of companies against set criteria
Module 3: Working with Financial Data
- Uploading files: spreadsheets, PDF statements, and exports from finance systems
- Cleaning and standardising ledgers; creating formulas and summaries in Excel-compatible output
- Extracting figures from PDF financial statements into structured tables
- Reconciliations and anomaly checks (duplicates, round-number tests, Benford's-law screening)
- Exercise (Forensic): Flagging anomalies in a synthetic transaction ledger and documenting the method
- Exercise (Corporate Finance): Building a comparables table from supplied statements
Module 4: Finished Outputs and Repeatable Work
- Producing memos, slide decks, and interactive dashboards from the same analysis
- Projects: Consolidating files, instructions, and context for a client or engagement
- Skills: Converting successful workflows (e.g., due-diligence checklists or valuation templates) into reusable steps
- Automations: Scheduled and event-triggered tasks, such as weekly market summaries
- Exercise: Packaging Module 3 analysis into a memo and slides, then saving the method as a Skill
Module 5: Risk, Governance, and Credit Discipline
- Data boundaries for Manus: firm policy, client confidentiality, and regulatory requirements
- Provider context: Manus's 2025–26 ownership changes and the August 2026 data deletion, and their implications for data decisions
- Verifying outputs: identifying hallucinated figures, stale sources, and calculation errors; always citing and spot-checking
- 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: Drafting a one-page team usage policy
Module 6: Capstone and Next Steps
- Each delegate builds one workflow from their own role
- A short demonstration to the group with feedback from the trainer and peers
- A personal 30-day usage plan: Two tasks to migrate to Manus, and one Skill to build
- Handout: Prompt patterns, review checklist, and credit guide
Requirements
- Basic familiarity with web applications. No prior AI knowledge is required.
- Each delegate must sign in to their own Manus licence on their work laptop using Chrome or Edge. As Manus is a cloud service, no virtual machine is needed.
- Please verify the Manus plan and credit balance before the course and, where possible, schedule the course early in the billing cycle. 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 (such as Gmail, Google Drive, or Notion) to ensure demonstrations align with the tools delegates can use subsequently.
- The trainer uses 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): One or two repetitive tasks from their current role, submitted at least one week prior to the course.
Audience
- Associates in Finance
- Forensic Accounting
- Corporate Finance
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised 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 £1600 + 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
