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Turn weeks of analysis into minutes

Generative AI Framework for Finance, Healthcare, Insurance, Legal and Government

A new way to work with AI agents

The system

One system, built from purpose-made intelligence

Every answer is assembled live from specialized engines — reading documents, building models, and orchestrating agents — instead of one generic model guessing at all three.

Document AI

Turn memos, term sheets, and filings into structured, queryable data — no manual re-keying.

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Workflow AI

Chain agents, models, and data into repeatable, automated multi-step pipelines.

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Financial Models AI

Build complex financial structures and models in minutes, not weeks.

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CodeGen AI

Generate the query, the script, or the model code — reviewable before anything runs.

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Plus Table AI, Charts AI, Pivots AI and Grid Summary AI — all working from the same governed data layer.

The foundation

The five pillars of AI for institutions

For an institution, AI readiness rests on five pillars. Get these right, and the models are the easy part.

TRUST · DATA SECURITY · GOVERNANCE · DOMAIN INTELLIGENCE · EXPLAINABILITYThe foundation institutions need before AI belongs in production.

How it works

From data to decision in four steps

Connect

Plug in your data sources — spreadsheets, APIs, PDFs and live feeds — through ACT connectors. No MCP servers to build, no infrastructure changes.

Analyze

Ask in plain language or deploy agents. Scalata runs the models, calculations and document analysis for you, end to end.

Decide

Get clean, cited, audit-ready insight in minutes — dashboards, reports and surveillance alerts you can act on.

Controls

Stay in command — role-based permissions, approval gates and a full audit trail behind every agent action.

Data marketplace

Your agents, connected to every source

Our agents can operate inside external clouds and databases in a secure and controlled way — without the need to implement server-side applications such as MCPs.

GmailOutlookGoogle CalendarGoogle DriveOneDriveGoogle Cloud StorageAmazon S3Azure Blob StorageAzure DevOpsAzure CostGitLabBitbucketTodoistWhoopMicrosoft To DoShopifyTwilioZapiern8nCalendlyRobinhoodWebullZoomMongoDBSupabaseNeonPostgreSQLMySQLSnowflake
SalesforceTableauHerokuLinearExcelGoogle SheetsGoogle DocsSharePointOneNotePlannerStripeVercelSlackGitHubJiraHubSpotSpotifyCanvaNotionDropboxMicrosoft TeamsLucidApolloAlpha VantageFinnhubPayPalAirtableFinancial Modeling Prep
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Read-only by defaultScoped credentialsNo data leaves your cloudZero server-side install

Where it fits

Start with a chatbot. Scale to the full platform.

Scalata is a domain-expert assistant for one person. Scalata Enterprise unlocks the full platform — widgets, tools, agents, and team governance.

Scalata

Just a chatbot — but one that actually knows your industry.

A simple, conversational domain-expert chatbotThe deepest knowledge of your industry built inAsk complex domain questions in plain EnglishMulti-turn conversations with context & history
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Scalata Enterprise

Everything in Scalata, plus the full platform.

AI WidgetsModel ToolsData MarketplaceAutonomous AgentsAudit-Ready AnswersRBAC & PermissionsTeam Workspaces
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Turn weeks of expert work into minutes

See how Scalata fits your team, your data, and your controls.

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