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We build custom data, automation and AI solutions for your operation.

Power BI and HTML/CSS dashboards in a portal with your brand, SQL and Python pipelines, integrations, OpenAI agents and custom web software. A senior team learns your process, builds the solution and puts it into production in weeks.

Book a free assessment → See case studies
  • 30 minutes, no commitment
  • A working prototype before the contract
  • You pick the day and time
Consolidated salesActual × target · last 12 months
live
Revenue this monthR$ 48.7M▲ 12.4% vs LY
Gross margin31.2%▲ 1.8 pp
Average ticketR$ 2,644▼ 0.8%
304050OctNovDecJanFebMarAprMayJunJulAugSep
ActualTarget
OTIFOn-time orders
94%Target 95%
September
P&L · Sep/26R$ millions
Waterfall
48.7Gross revenue
−6.1Deductions
−18.9COGS
−10.2Expenses
13.5EBITDA
runs · today3,127
  1. SQLSAP HANA load → silver layerok
  2. PYTHON214 bills read with AI99.8%
  3. POWER BIconsolidated sales refreshok
  4. OPENAIclassification of 1,240 ticketsok
AI insight

Margin in Country B fell 2.1 pp in September. 68% of the impact comes from freight on 3 routes.

Unit registryCustom software · CRUD
+ New
UCCustomerStatus
3002 418 771Example CondoBill collected
3002 551 204Model ClinicCollecting
3002 778 019Downtown StoreAllocation pending

09:14 · ana.souza changed the allocation · audited

Companies running Wolkee solutions

WEGMetLifeDanoneHypera PharmaRaízenVivaraGrupo Paulo OctavioUnimedPrintiMasterSenseInterplayersCarSystemAFIPPromedSono QualityGuardeAquiGreenHouse SolarRG Energia SolarComporte
+3,000automations running per day in client systems
+1 GWof solar plants with automated utility bills, credits and billing
+500deliveries and customizations in production over 9 years
8 countrieswith live solutions across the Americas, from Brazil to the United States

Most of our projects start with one of these sentences.

The report is ready on Friday, and the problem happened on Monday.

Manual consolidation in Excel and different numbers in every department.

Some people here spend the whole day copying data from one system to another.

ERP, CRM, phone system and spreadsheets that don't share information.

Our Power BI is slow, it breaks and nobody understands the model.

Failing refreshes, inherited DAX and expensive capacity.

We type bills, invoices and bank slips by hand.

Repetitive work, error-prone and hard to scale.

We want to use AI, but we don't know where it pays off.

There's no clear use case and the data isn't ready.

IT is swamped and data requests sit in the queue.

Projects on hold, waiting for someone to run them.

You don't need to arrive with a finished scope. That's what the assessment is for.

Describe my situation →

Six areas, one team. No juggling multiple vendors.

Scroll down: each area comes with an example of what we deliver. If your company already uses a tool, we build on top of it. See all services

Dashboards and BI

Dashboards leadership uses and operations trust.

  • Executive and operational dashboards with the metric that matters to each department
  • Data modeling, DAX and Power Query
  • A portal fully customized with your brand for Power BI Embedded or the HTML/CSS dashboards: sign-in, a home page with each person's reports, favorites and languages
Power BIPower BI EmbeddedTableauLooker StudioQlik
See dashboards and BI →

Data engineering

One number for the entire company.

  • Pipelines in bronze, silver and gold layers
  • Data warehouse and lakehouse on Microsoft Fabric, Azure or SQL Server
  • Incremental loads from ERP, CRM, phone systems and spreadsheets
SQLPythonMicrosoft FabricAzureSAP HANA
See data engineering →

Process automation

Repetitive work running on its own, with everything logged.

  • AI reading of bills, invoices and documents
  • Automated data collection from supplier and utility portals
  • Reconciliations and ERP postings
PythonPower AutomateAzure FunctionsOpenAISQL
See process automation →

Systems integration

Your systems exchanging data with no one in the middle.

  • Connected ERP, CRM and phone systems
  • Custom APIs and webhooks
  • Real-time or scheduled sync
SAPTotvsSalesforceDynamics 365NetSuite
See systems integration →

Applied AI

AI connected to your data, with a use case and a metric.

  • Agents that answer questions about your data
  • Document reading and classification
  • Summaries and classification of tickets and customer interactions
OpenAIAzure OpenAIPythonMicrosoft FabricSQL
See applied AI →

Custom systems

When a spreadsheet has become the company's system.

  • Data entry and maintenance screens (CRUD)
  • Access control by role, country and department (RLS)
  • Single sign-on with Microsoft Entra ID or Google
PythonFlaskStreamlitSQL ServerAzure App Service
See custom software →

Power BI or HTML, all in a portal with your brand.

Whether in Power BI or HTML/CSS, the dashboards live in a portal fully customized for your company, like the reporting portal MasterSense uses today: Microsoft or Google sign-in, a home page with each person's reports, favorites, languages, dark mode and access levels. AI helps apply business rules and access, and data arrives integrated from every system.

Your dashboards in
In your brand

Click on everything: reports, favorites, roles, filters, language, dark mode, questions for the AI and integrations. Illustrative data.

We hand it over, or we run it all.

We build it and hand it over

We build the BI, the automation or the system in your company's Power BI, Fabric or Azure, with agreed support while your team takes over.

Your team keeps: the model, the code and the documentation.

We put it in a portal and run everything

Your dashboards in a portal with sign-in, roles and your brand, in Power BI or HTML. We run the day-to-day.

Wolkee keeps: access, refreshes, fixes and ongoing improvements.

What's already running in energy, customer service, sales and finance.

Scroll down. The panel alongside follows each case study with an example of the type of solution delivered.

Solar energy

Over 1 GW of solar plants with bills, credits and billing on autopilot.

We collect and read utility bills with AI, allocate credits according to each contract, generate billing and forecast generation with INMET data.

WEG100 MW of solar plants with bills and credits under control
Grupo Paulo Octavio25 MW · bills, billing and CRM in a single system
Distributed generation−70% manual work · 99.8% accuracy in bill reading
See energy case studies and the Incite system →

Customer service · contact center

Insurance, healthcare and retail contact centers with the entire operation on one screen.

We connect Avaya, Genesys, Five9 and Nice to dashboards for queues, agents, IVR journey and satisfaction. Deployed in up to 15 days.

MetLife−60% consolidation time · +35% management productivity
Healthcare+25% supervisor productivity · −45% reporting time
Retail−40% time spent analyzing interactions
See customer service case studies →

Sales

Sales, opportunities and churn for 4 countries in one BI, in 3 languages.

SAP HANA data organized in layers on Microsoft Fabric, reports in Portuguese, English and Spanish, and an app to define who sees what.

MasterSense−70% complexity · 121 concurrent users · refresh from daily to every 15 min
Hypera PharmaCustom sales BI · +43% faster analysis
Access portalAccess by country, sales rep and margin, with Microsoft sign-in
See sales case studies →

Finance

P&L, expenses and budget with the same numbers for the controller's team and leadership.

Multi-country close straight from the ERP, expenses vs. budget with automated readouts and cross-country allocation, in local currency and in dollars.

MasterSenseP&L for 4 countries · expenses × budget · cross-country allocation
Sono QualityCustom financial BI · −71% environment complexity
See finance case studies →

Want results like this in your operation? Start with a free 30-minute assessment.

Book an assessment →

See what the dashboards and systems we deliver look like.

22 interactive examples, redesigned from projects already in production: customer service, sales, finance, energy and systems. Switch views, hover and see what each one answers.

Contact volumeSales outlookP&L with account drill-downExpenses against budgetThe bill your customer receivesAccess management (RLS)
See all examples →
Expenses · executive viewJanuary to September · actual against budget
Total spendR$ 18.6M▼ 27.4% vs PO
PayrollR$ 11.9M▼ 31.2% vs PO
OperatingR$ 5.4M▼ 22.6% vs PO
Share of revenue13.8%▼ 0.7 pp

Monthly pace · actual × budget

2.02.53.03.04.05.0JanFebMarAprMayJunJulAugSepOctNovDec
ActualPOSavings

Where each real goes

TotalR$ 18.6M
  • Payroll64%
  • Operating29%
  • Payroll allocation4%
  • Taxes3%

Top areas · tick = budget

  1. 1FINR$ 2.41M▼ 39.1%
  2. 2ITR$ 2.07M▼ 16.9%
  3. 3MKTR$ 2.01M▼ 38.5%
  4. 4RHR$ 1.59M▼ 39.1%
  5. 5LOGR$ 1.36M▼ 41.4%
Illustrative data

From first contact to a system in production.

Five steps, in order. You know what you'll get, when, and how to measure the result.

  1. 01

    30 min · free

    Assessment

    You tell us the problem. We map systems, data and where the real bottleneck is.

  2. 02

    Before we start

    Proposal with a metric

    Scope, timeline, investment and the KPI that will show it worked.

  3. 03

    Within days

    Working prototype

    Part of the problem solved and running, so you can see how we work before signing.

  4. 04

    Weeks

    Development in sprints

    Short, visible deliveries. You follow along from the first week.

  5. 05

    Ongoing

    Production and evolution

    Solution live, documented, with follow-up and improvements.

We take the time to understand what the client really needs, which sometimes takes several meetings. I'd rather get it right at the start than have to fix it at the end.
Lucas Klein, co-founder and CPO of Wolkee

Three ways to work with Wolkee.

Start with a fixed-scope project and move to an on-demand team when it makes sense.

For a defined deliverable

Fixed-scope project

One dashboard, one automation, one integration. Scope and price fixed before we start.

  • Defined scope, timeline and investment
  • Agreed success metric
  • Documentation and handover to your team
Request a proposal

For ongoing demand

On-demand squad

A senior BI, data, automation and AI team with monthly hours. You prioritize the queue and we deliver.

  • Monthly hours bank, no full-time hires
  • BI, data engineering, Python and AI on the same team
  • Prioritization rituals and hours reports
Build my squad →

For what's already live

Support, maintenance and evolution

We take care of solutions in production, including ones another company built.

  • Monitoring of refreshes and routines
  • Ongoing fixes and improvements
  • Cloud capacity cost optimization
Assess my environment

What keeps clients with us.

Understanding before building

Several assessment conversations before the first line of code. Precision at the start prevents rework at the end.

Weeks, not months

Prototype in days and short deliveries. You see the solution working early on.

Full stack in one team

BI, data engineering, automation and AI working together. One owner for the result.

Here after delivery

When business rules change, the solution changes with them. Wolkee stays with you as it evolves.

Security Microsoft AzureAES encryptionLGPD and GDPRSingle sign-on with Microsoft Entra ID or GooglePer-user access and auditingSemiannual access review

Questions we hear before we start.

Don't see yours? Send it through the form or write to comercial@wolkee.io.

Read the blog articles →

Do I need a defined project scope to talk to Wolkee?

No. Most clients come with the problem, not the project. In the assessment we map systems, data and processes and propose what makes sense, with timeline and investment.

How much does a project cost?

It depends on the scope. After the free assessment you get a proposal with fixed scope, timeline and price. For ongoing demand, we work with a monthly hours bank.

How long does it take?

The working prototype is ready in days and the first deliveries in weeks. Larger projects are split into short sprints, with visible deliveries from the start.

Do you work with the tools we already use?

Probably yes. We work with Power BI, Tableau, Looker Studio and Qlik; SQL Server, PostgreSQL and SAP HANA; Python, Power Automate, Microsoft Fabric and Azure; and OpenAI models. We integrate SAP, Totvs, Salesforce, Dynamics 365, NetSuite and customer service platforms such as Avaya, Genesys, Five9 and Nice.

Can the dashboards live in a portal with our company's brand?

Yes. Whether in Power BI or HTML/CSS, we deliver the dashboards in a portal fully customized with your brand: Microsoft or Google sign-in, a home page with each person's reports, favorites, languages, dark mode and role-based access levels. Custom software and automations can live in the same portal.

Do you hand the BI over to our team or run it all for us?

Both, you choose. We can build the dashboards, automations or system and hand them over with documentation so your team runs them in your company's environment. Or we put everything in a portal with your brand and take care of the rest: access, refreshes, fixes and ongoing improvements.

We already have an IT team. Does it make sense to hire Wolkee?

Yes. Many clients use Wolkee to clear data and automation requests from the queue, or to support solutions the internal team doesn't have time to maintain. We work alongside your IT.

Will you take over a Power BI or automation built by another company?

Yes. We assess what exists, fix what's breaking and, when needed, rebuild. That's what we did in MasterSense's environment, which went from one refresh per day to one every 15 minutes.

How do you protect our data?

Data stays in Microsoft Azure, with AES encryption, per-user access and semiannual access reviews. We follow LGPD (Brazil's data protection law) and GDPR, and the entire team signs Wolkee's Code of Ethics and Conduct every year.

Do you work with companies outside São Paulo and Brazil?

Yes. We work remotely and have solutions in production in 8 countries: Brazil, Mexico, Colombia, Chile, Argentina, Bolivia, Ecuador and the United States.

Tell us what you need to build.

In 30 minutes we understand your situation and show you the shortest path to results. You leave the call with a clear next step.

  • Free assessment, no commitment
  • A working prototype before the contract
  • You pick the day and time
Phone+55 (11) 4858-2457 · Mon–Fri, 9 am–6 pm (BRT)
Emailcomercial@wolkee.io
OfficeRua Paracatu, 309, 9th floor · Parque Imperial · São Paulo, SP

Prefer email? Write to comercial@wolkee.io

Book your free assessment

30 minutes, no commitment. Tick what you want to solve and pick an open time.

What do you want to solve? (one or more)
Pick a day and time

Brasília time (GMT-3). The invitation with the Google Meet link goes to your email.

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