Turn weeks of analysis into minutes

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

A new way to work with AI agents

New mail arrivesRuns once a day across every connected account, in your own timezone.

GmailPulls today's messages with their bodies, attachments and thread history.

OutlookThe same sweep across Microsoft accounts, so nothing is missed on either side.

Classify the workBug, request, customer problem, needs a human reply, or ignore. Only the first three get filed.

Jira or LinearOpens issues for genuine bugs and requests — capped at ten a run, never duplicating an open one.

HubSpotCustomer problems become tickets, associated to the contact the mail came from.

Mark as triagedLabels the mail it filed, so tomorrow's run doesn't file the same thread twice.

SlackPosts the recap to your channel: what was filed, what was linked, what still needs you.

Microsoft TeamsThe same recap for Teams shops — pick either, both, or plain email instead.

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.

Workflow AI

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

Financial Models AI

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

CodeGen AI

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

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 three steps

Connect

Plug in your data sources — spreadsheets, APIs, PDFs and live feeds — through universal MCP connectors. 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.

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

View all 57 connectors

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

Open Scalata

RECOMMENDED

Scalata Enterprise

Everything in Scalata, plus the full platform.

AI WidgetsModel ToolsData MarketplaceAutonomous AgentsAudit-Ready AnswersRBAC & PermissionsTeam Workspaces

Check pricing

Turn weeks of expert work into minutes

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

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Generative AI Framework for Finance, Healthcare, Insurance, Legal and GovernmentGenerative AI Framework for _