AI in FP&A: From Raw Data to Reporting Automation


Can your FP&A reports show what changed, why it changed, and what to do next – in under a minute?

If not, this live session is for you.

Learn how to use Zebra AI to turn raw finance and business data into executive-ready dashboards and board packs that help FP&A teams explain performance, answer the “why”, and recommend next steps – with AI assisting every step of the way.

Executives don’t need more pages of numbers. They need clear, trustworthy stories about performance – and concrete guidance on what to do next.

This session teaches you how to do exactly that.

You'll learn:
How to build automated dashboards from raw finance data in seconds, with variances and key messages
How to use natural-language questions for root-cause analysis, scenarios, benchmarking, and forecasting
How to generate board-ready PowerPoint packs automatically, including summaries and recommendations
How Zebra AI keeps results explainable and auditable, and what this means for the future role of FP&A
Presenter

Andrej Lapajne

Founder & CEO of Zebra BI
Andrej Lapajne is the Founder & CEO of Zebra BI, a leading provider of actionable reporting tools for Power BI and Office. He has spent years helping finance and BI teams design IBCS-grade reports and dashboards that make complex performance stories understandable in seconds. In this session, Andrej will connect his experience from hundreds of implementations with the latest Zebra AI capabilities – showing live how FP&A teams can move from manual reporting to AI-supported, decision-ready insights.

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The next step for FP&A reporting

The problem isn’t the data. It’s the way it’s turned into insight.

Most FP&A reports contain the “right” numbers – but driving action and decisions requires more.

They shouldn’t require a long explanation. Yet many reports still:

  • Focus on static tables and manual dashboards, instead of automated, variance-rich views
  • Make it hard to see where performance really changed – and why
  • Require teams to rebuild similar reports and decks as well as management summaries and commentaries for every review or board meeting
  • Have limited ability to answer “why?” and “what if?” on the fly

A modern reporting setup changes that.

It helps your team move through three questions in a single workflow:

  1. What happened?
  2. Why did it happen?
  3. What should we do next?

This “what–why–what next” chain is the core mental model of the session.

In this webinar, you’ll see how Zebra AI supports that entire chain – from raw data to automated dashboards, analysis, and board packs.

Who Should Attend

This webinar is designed for:

  • Heads of FP&A who lead monthly performance reviews, forecasts, and board reporting.
  • FP&A Analysts who prepare management reports, variance analysis, and commentary.
  • Finance BI / Analytics Leads who support FP&A with Power BI and data models and want to understand what “AI-native reporting” means in practice.
  • CFOs, Finance, and Business Leaders who want a realistic view of how AI can improve reporting quality and free up their team’s time.

If you build, maintain, or rely on FP&A reports to steer the business, this session is for you.

What You’ll Leave With

  • A clear picture of what “AI in FP&A ” actually looks like today – beyond buzzwords and with concrete use cases.
  • Concrete examples of AI-generated dashboards, analyses, and management summaries you can use as inspiration.
  • An understanding of how Zebra AI fits alongside existing tools like Zebra BI for Power BI and Office.
  • A better sense of how FP&A roles are evolving with AI – and how to position your team on the right side of that change.

Don’t spend another planning cycle rebuilding the same reports and explanations by hand. Join this free session and see how to build AI-powered reporting workflows that make every number meaningful, every slide easier to explain, and every controller more strategic.

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Join the conversation

What a great audience, so much knowledge in one place.
Patrick Soehlke
Managing Director at Next Vision GmbH
Watching Zebra BI videos was a game changer for me in dashboard and report design! Thank you for always having great content! ⭐️
Meena Laird
Data Analyst
Woohoo! You guys rock the data viz world - keep up the great work!
Rachel Guthrie
Customer Success at Microsoft
Our financial landing page at KPN is completely based on the sales dashboard template. We also use a copy of the consolidated financials. The templates of Zebra BI are providing us with a lot of inspiration, and we don't "need to invent the wheel" again 😉
Wilco Nagtzaam
Senior FP&A Controller
You guys are amazing! Thanks so much for the great content! Keep up the fantastic work 👍
Kimberley Canoute
Business Intelligence Analyst
An amazing visual for finance. It has a lot of possibilities such as analytic periods, variances, or custom hierarchies for your income statement. 100% advisable.
Raúl Vinuesa Arjona
Senior Data Consultant
Awesome reports. Lots of tricks inside, thanks to the Power BI and the Zebra BI visuals.
Esteban Fabiani
MS PowerBI Consultant
Zebra BI is the best feature that has been created for Power BI. It makes designing reports easy. Thank you.
Brahim Chabane
Zebra BI User
I spent a couple of hours searching for a solution, your brief tutorial was the only one that worked for me. Thanks so much!
Ryan Cheung
Zebra BI User
It looks so good to a point that makes me be like, what's the point of me learning given I'll never be that good.....😄
Cheng Wang
Zebra BI User
Amazing, Mindblowing, Supereasy
Wilco Nagtzaam
Senior FP&A Controller
I've recently been experimenting with Zebra BI's custom Table visual, which is like the native Power BI matrix on steroids. If your work allows for the use of custom visuals, I think it's definitely worth checking out. Planning on doing a video on it soon...
Brian Julius
Chief Content Officer at Enterprise DNA Ltd.
Hot damn @ZebraBI...speechless. Can’t share it but it looks good!
Jonathan Kapoor
Commercial Reporting and Insights Manager
Hey @ZebraBI: Your CEO is a cool dude and your visuals for #powerbi and #Excel are insane. Thanks @lapajne for presenting today. It was a ton of fun 👊
Lars Schreiber
Power BI Consultant & Trainer
I can't believe you always manage to pack so many new and great features into every update :-)
Pascal Kiefer
CEO & BI Consultant
I dare to say that Zebra BI is the most realy hight level custom visual that exist right now. Amazin job, great updates. I definitely will keep recomending this custom visual to our clients.
Harry Ferrera
Senior Business Intelligence (BI) Analyst
I had a phone interview for a #PowerBI contract, where the interviewer said of the sample dashboards in my CV: "Great...I see you use @ZebraBI!" How cool is that? And they mentioned my top-secret passphrase on the call: "Actionable Insight". I'm in.
Jeff "Power BI Lobbyist" Weir
Modelling/Visualisation consultant and analytical storyteller
The reusable trick of switch I think is brilliant! And obviously, Zebra BI table replaces any other table now in Power bi. RIP to normal tables!
Manuel Barahona Gandía
Business Intelligence Reporting Manager
This visual from Zebra BI enables you to build stunning P&L, CF, and BS statements with complex structures with ease. Very intuitive for developers and users. In my opinion the best solution for Financial Reporting structures. 11 Stars!
Daniel DeHaven
Director of Financial Systems
Already tried stacked bar. It's fantastic! Thank you for such a great feature!
Tania Tombak
Principal Consultant, Executive Dashboards and Data Analysis
As you say, Andrej Lapajne, we spent A LOT, searching and explaining how to do Comments, with Power Apps, and also with the help of Excel. They were workarounds!!! No doubt...this is awesome and the simple way to go forward.
Esteban Fabiani
MS PowerBI Consultant