Features

A chatbot that thinks like your best financial analyst

One conversational interface — backed by a library of autonomous agents, universal MCP connectors, and a full toolbox of financial models, all grounded in the deepest domain knowledge in the industry.

Conversational core

Just ask. In plain English.

Scalata is, at its heart, a chatbot — but one that understands finance. Ask a question and it reasons over your data, runs the right models, and returns a cited, audit-ready answer. No scripts, no spreadsheets, no waiting.

  • Natural-language questions across your entire portfolio
  • Live calculations, models, and scenarios as you chat
  • Every number traced back to its source
Scalata · Credit copilot
What's the weighted-average life of the Class B notes at 12% CPR?
Quant agent · running cash-flow model…
The Class B WAL is 4.7 yearsat 12% CPR. Covenant headroom holds through the stress case — cited from the offering memorandum, p. 142.
Agents

A library of agents that do the work

Deploy specialized agents that analyze, monitor, and build autonomously — orchestrated by the chatbot, escalating only what needs a human.

Data Marketplace & Connectors

Connected to everything, no infrastructure to run

Scalata's open-source connector technology — including MCPs — lets agents operate inside your existing clouds, databases, and APIs, securely and under your control.

Open-source connectors

Scalata's technology can connect to existing API protocols — normalizing structured and unstructured data from the tools your team already uses, with no infrastructure changes.

Excel / CSVREST APIsPDF & DocsBloombergSnowflakePostgreSQLAmazon S3SalesforceBigQueryNews FeedsEmailSFTP

Financial toolbox

Agents reach for the right instrument automatically — from cash-flow models to code execution — so the analysis is rigorous, not approximate.

DCF & cash-flow models PD / LGD & credit scoring Scenario & sensitivity analysis Chart & report generation Python code execution Covenant & spread analysis Rating migration models Portfolio optimization
Data Governance

Roles, controls & RBAC — enforced everywhere

Every agent action inherits your org's access model. An owner governs the organization, each department carries its own admin, and members work within the scope they're granted — with a full audit trail.

OrganizationOwner
Credit DepartmentAdmin
Risk DepartmentAdmin
Research DepartmentAdmin
JDAKPLRT
5 members +1
BWCNEG
3 members
FOKMDVYQ
4 members
OrganizationOwner
Credit DepartmentAdmin
JDAKPLRT
5 members +1
Risk DepartmentAdmin
BWCNEG
3 members
Research DepartmentAdmin
FOKMDVYQ
4 members

Owner

Governs the organization

  • Manage organization & billing
  • Create departments & assign admins
  • Connect / revoke any data source
  • Full audit access across the org

Admin

Runs a department

  • Manage members in their department
  • Configure agents & connectors
  • Query all approved sources
  • Governs other departments

Member

Works within their scope

  • Query approved sources
  • Build & run analyses
  • Use shared agents & widgets
  • Manage members or sources
Domain intelligence

The deepest financial knowledge in the industry

Scalata is grounded in decades of credit and structured-finance expertise — ratings methodologies, deal structures, covenant frameworks, and market conventions — so every answer reflects how the industry actually works, with anti-hallucination guardrails built in.

50+asset classes & deal structures modeled
10+specialized agents on tap
100%cited, audit-ready answers
24/7autonomous market surveillance