Scalata Enterprise

The platform your whole firm runs on

Every source your teams work from, every surface they work on, and the governance that decides who may touch what — licensed once, to the firm.

0+Source types
0+Live widgets
0Chat surfaces
0+Specialist agents
YoursGuardrail policies

Data Marketplace

Everything the firm can use, in one catalogue

Warehouses, lakes, buckets, drives, feeds, models and your own systems are registered once and governed centrally — then reach every surface a person or an agent can ask from.

Register once

Used everywhere

A connected source is available to every widget, workflow and chat its permissions allow — never re-entered per project.

Two directions

Push back out

Files, folders and dictionaries push to any connected destination: Drive, OneDrive, S3, Blob, GCP, Snowflake, Databricks, BigQuery, Fabric, Redshift.

One vocabulary

Dictionaries & synonyms

Organisation dictionaries map rev_net_q to the thing your firm calls revenue — in every department that reads it.

Portfolios & widgets

Projects built from live surfaces

A portfolio is a workspace with its own dashboard, members and chat. The dashboard is made of widgets — each built by an agent, refreshed on its own schedule, and answerable to a chat of its own.

Table AI

Combine, join, model

Union, join and financial models across sources, with AI column mapping and your own dictionary behind it.

UnionJoinFinancial modelColumn mapping
Chart AI

Charts from a selection

Recommends the chart type for what you picked, then builds a real one you can take away.

Statistical AI

Analysis, computed

Suggested tests, run in Python.

Portfolio AI

Portfolio aggregation

Summary sheets with SUM/AVG toggles.

Compliance

Continuous controls

Checks that keep running, and report.

Document AI

Reports and memos

The outline is agreed first, then a finished, styled file lands in the portfolio.

Grid AI

Document comparison

A row per file, a column per question, every cell answered in prose and cited.

News

Feeds that watch

Curated and firm-specific, filtered to the portfolio.

Client management

Relationships in view

Context, activity and documents in one surface.

Visualisation

Anything else, drawn

Custom surfaces built from any selection.

Report

Deliverables

Saved and scheduled, sent on time.

App

Internal tools, deployed

Asked for in chat, built while you watch, then monitored — reading only what the requester may read.

Chat everywhere

One assistant, on every surface

A global chat that reaches the whole marketplace. A chat inside a widget that knows only that widget. A chat on the portfolio, on the graph, and in help.

Each keeps its own history and its own scope, so an answer is grounded in exactly what the person is looking at — and nothing else.

Deep researchVoiceWeb searchSummarise · extract · translateCode executionCouncil debate

Digital employees

Colleagues you configure, not scripts you maintain

A digital employee is set on the work: a department, a set of sources it may reach, and a name on the decisions it takes.

An orchestrator routes each request to the right specialist — question answering, financial, document, grid, research, code — and anything consequential stops for approval before it runs.

Sharing & messaging

Inside the firm, and outside it

The same object — a widget, a report, a file, a folder — goes to a colleague, a department, or a client with no licence, without ever leaving the permission model.

Internal

Users, departments, tasks

Share at the access level you choose, or hand it over as work with a due date and a message attached.

Share widgetShare portfolioSend as taskDue dates
External

Guests, groups, revocable links

External users get their own profiles, groups and sessions, and see only what was shared — recorded, attributable, revocable.

External profilesGroupsField-level schemaRevoke
Messaging

The conversation next to the work

Real-time messaging between colleagues and external guests, attached to the thing being discussed. Notifications reach people in app, by email and in the browser, with read state shared across devices.

Apps

Ask for an internal tool, get one running

Describe it in the same chat as everything else and it is generated, previewed and deployed to the people who need it — reading from the sources they are already permitted to read.

Nothing new to grant and nothing to wire up: the app inherits the permissions of the sources behind it, and is monitored like every other run on the platform.

Generated from a sentencePreviewed firstDeployed to a departmentMonitoredExecution log

Reports

Deliverables that arrive on their own

A report is a saved selection of widgets and sources. Schedule it and it regenerates and delivers itself; open it and it is already current.

Governance

Roles, departments and per-source permissions

An owner governs the organisation. Each department carries its own admin. Members work inside the scope they are granted — and every grant is on a specific source, for a specific action.

OwnerGoverns the organisation

Billing, licences, departments and any source — with full audit across everything.

Department adminRuns one department

Its members, its widgets and the sources it has been granted. Never another department.

MemberWorks within scope

The portfolios and widgets they belong to, at the level their department allows.

External guestSees only what was shared

Their own profile, group and session — for exactly as long as the share lasts.

Digital employeeHolds permissions like a colleague

Granted sources of its own, and answerable on the work it does with them.

Owner Organisation
Credit · AdminJDAKPL5 members
Risk · AdminBWCN3 members
Research · AdminFOKMDV4 members
Grant on “Snowflake · prod”ReadUseIngestUpdateDeleteSuper
Credit department
Risk department
J. Doe · member
Ava · digital employee

Guardrails & security

Your policy, screened before anything moves

You write the guardrails. Name a category, set its severity, and decide whether a match is blocked outright or sanitised in place — then publish the version and it is in force, with no deployment in the loop.

Every request and every answer passes them. With coverage snapshots and compliance scoring over time, an event log per incident, two-factor authentication, device and session control, and organisation-wide statistics.

Policy · v4In force
Data privacyCriticalBlock
Regulatory complianceHighBlock
Financial dataHighSanitize
SecurityCriticalBlock
Content safetyMediumSanitize
Add your own category…CustomBlock · Sanitize
VersionedPublished without a deployCoverage snapshotsDaily scoresEvent log2FADevices & sessions

Knowledge graph & administration

It gets faster the longer it runs

Documents, entities, runs, people and sources link as they are used — so the second project starts where the first finished, and any answer can be traced back to what produced it.

Graph studio

Query the graph itself

Ask what is connected to what, and follow any edge back to its source.

Organisation

Settings & branding

Defaults, model limits, notification policy, departments.

Administration

Users & licences

Invite, suspend, reassign seats, transfer ownership.

Statistics

How it is used

By department, source and agent — with support built in.

Turn weeks of expert work into minutes

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

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