R
Responsible
Bruno Lima
dotpy is your company's data platform: bring data in from wherever it lives, transform it without coding, build KPIs in minutes, create your team's screens and task board, and understand the numbers with AI, with a clear owner for every process.
Your console lives at an address that's yours alone, with users, data, and processing kept apart from other companies. No one outside your tenant sees what belongs to your company.
Your own address
yourcompany.dotpy.co
Access for your team only
You invite people and decide who administers, edits, or only views.
Isolated data and processing
Each tenant has its own data environment, prepared by the dotpy team.
data management
Build pipelines by filling in forms and dragging boxes. dotpy writes the code, runs it on schedule or as soon as new data arrives, and keeps every version.
01
Upload spreadsheets and CSV files, or connect Google Sheets and PostgreSQL and MySQL databases through a guided form.
02
Join tables, filter, group and sum. Add conditions, loops and emails. If you know SQL, you can write your own too.
03
When a file arrives, when another table is updated or at the time you choose. dotpy prevents a pipeline from triggering itself.
04
Every save becomes a version with the name of who changed it. Restore in one click and publish when it's ready.
KPIs
Pick a table, drag fields into rows, columns, values and filters, and see the chart instantly. Organize the report into pages, place each chart wherever you want and share it with your team.
Pivot tables, bar, line, area and pie charts, and KPI cards.
Automatic refresh on schedule or when the data changes.
History of every refresh: see what the numbers looked like on any day.
Full screen for meetings and office TVs.
Rows
Values
revenue
51.3k
The Centro store, with $17.9k, 35% of the total. From July to September revenue grew 2.7%.
Based on: Sum of total by store, Sum of total by month
secure ai · coming soon
Ask questions in plain language about your company's reports and get explained answers, always pointing to the charts used.
Your data never leaves your tenant and never trains third-party models.
The AI only sees the reports each person is already allowed to see.
Every question is logged with who asked it.
governance
Define for every pipeline and report who is responsible, who approves, who is consulted and who is informed. Assign people or whole teams, such as Finance and Sales.
With an approver set, only they can publish changes.
Everyone in a report's matrix always has access to it.
Every change of owner is kept in the history, with date and author.
R
Bruno Lima
A
Ana Souza
C
Sales
I
Finance
Purchase order
Page 1 of 3Amount over $3,000: the “Management approval” page comes next.
forms and screens
Build forms by dragging fields onto a grid, just like in reports, and resize each one. Replace scattered spreadsheets and ad hoc controls with screens made for the way your company works.
Text, numbers, dates, tax IDs, dropdowns, scales and checkboxes.
Multiple pages, including pages that only show up based on the answers.
A public link for customers and suppliers, or internal use by your team.
A response can open a task for the right person.
tasks
Track tasks as a Kanban, table, calendar, timeline or by person. They are created by hand, from a form response or from an alert on your data.
Drag cards between columns, with an owner, priority and due date.
Alerts open a task when a number goes off track and close it when it recovers.
Comments and a full history on every task.
Review October invoices
Purchase order #18
South store sales below target
Close September's books
Everything that runs in your tenant in one place: loads, transformations, schedules, and the history of every run.
rows processed · 24h
1.2M+8%
runs · 24h
482 failed
next load
14:00pedidos_csv
| Run | Pipeline | Status | Duration | Start |
|---|---|---|---|---|
| run_8f3a21 | receita_diaria | Succeeded | 00:48 | 2 min ago |
| run_8f3a20 | pedidos_limpos | Running | 00:21 | 3 min ago |
| run_8f3a1f | clientes_crm | Failed | 00:05 | 1 h ago |
| run_8f3a1e | estoque_semanal | Queued | — | at 14:00 |
security and privacy
One environment per company: no one sees another company's data.
Encrypted data and access always over a secure connection.
Access by person and by page, with two-step verification.
A history of every change, with date and author.
No servers to hire and no infrastructure to maintain. The monthly invoice adds up your tenant's storage and processing, the console shows the month's usage, and you pay right in the console by Pix, boleto or card.
Questions about contracts and billingstorage
The volume of data kept in your tenant, measured over the month.
processing
Pipeline runs and report refreshes during the month.
Tell us a bit about your company. The dotpy team will reach out to set up your data environment.