Turn weeks of credit analysis into minutes

Generative AI Framework for Finance

A new way to analyze credit with AI agents

AI Widgets · Organization

Answers built from intelligent widgets

On the Organization platform, AI agents assemble every answer from purpose-built widgets — the building blocks your team composes into automated, repeatable financial workflows.

Table AI

Extract, transform, and query financial data from any table or statement.

Document AI

Turn memos, term sheets, and filings into structured, queryable data.

Charts AI

Generate clean, presentation-ready charts from your analysis on the fly.

Pivots AI

Slice and summarize large datasets with instant, interactive pivots.

Financial Models AI

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

Grid Summary AI

Condense dense grids and spreadsheets into plain-language takeaways.

How it works

From data to decision in three steps

01

Connect

Plug in your data sources — spreadsheets, APIs, PDFs and live feeds — through universal MCP connectors. No infrastructure changes.

02

Analyze

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

03

Decide

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

Integrations

Connect every source in your stack

Scalata ingests structured and unstructured data from the tools credit and structured-finance teams already use — no infrastructure changes required.

Excel / CSVREST APIsPDF & DocsBloombergSnowflakePostgreSQLAmazon S3SalesforceBigQueryNews FeedsEmailSFTP
Use cases

Built for every corner of credit and finance

From private credit to community banks, teams across finance use Scalata to turn raw, messy data into confident decisions.

Private Credit FundsHedge FundsInvestment BanksCommunity BanksCredit UnionsCorporate LendersFintech LendersSpecialty FinanceStructured FinanceSecuritization IssuersSecuritization InvestorsServicersTrusteesFund AdministrationAdvisory FirmsMortgage Brokers
See it in action

From question to decision, step by step

Ask the Single Chatbot a credit question in plain language — then watch it pull the data, ground itself in live markets, run the models, and answer with cited, audit-ready insight.

Scalata · Single ChatbotReady
What's the credit risk on Acme Corp's new $500M senior notes?
Connector · Data ingestion
Pulling Acme Corp 10-K, Q3 financials & cap table…
Web · Market data
Fetching comparable spreads, ratings & recent news
Bloomberg BVALS&P GlobalReuters
Model · Credit analysis
Running scenario + DCF, computing leverage & DSCR
Scalata· just now

Acme's $500M senior notes carry moderate credit risk. Leverage is elevated but coverage stays healthy, and the offered spread fairly compensates for the rating versus comparables.

BBB‑
Net leverage
4.2×
DSCR
1.8×
Spread
+245 bps
Sources: Acme 10-K (FY24), Q3 10-Q, S&P sector medians, Bloomberg BVAL.
Where it fits

Start with a chatbot. Scale to the full platform.

The Single Chatbot is a finance-expert assistant for one person. The Organization plan unlocks the full Scalata platform — widgets, tools, agents, and team governance.

Single Chatbot

Just a chatbot — but one that actually knows finance.

  • A simple, conversational finance-expert chatbot
  • The industry's best financial knowledge built in
  • Ask credit, market & deal questions in plain English
  • Multi-turn conversations with context & history
Join Waitlist

Organization

Everything in Single Chatbot, plus the full platform.

  • Everything in Single Chatbot, plus:
  • AI widgets — Table, Document, Charts, Pivots & Models
  • Code, chart & financial-model tools
  • MCP connectors & data marketplace
  • Autonomous agents & automated workflows
  • Cited, audit-ready answers · your data stays private
  • RBAC, permissions & managed / shared widgets
  • Team workspaces & admin data governance
Talk to sales

Turn weeks of credit analysis into minutes

Join the credit and structured-finance teams replacing manual workflows with compliant, agentic AI.

Contact Sales