Give Your Agent Superpowers with Intelligent Storage

Give Your Agent Superpowers with Intelligent Storage

Every document your team touches a credit memo, a trade confirmation, a thousand-page data room gets automatically indexed, summarized, and made queryable the moment it lands in Scalata. No manual tagging. No missing details. Your storage stops being a filing cabinet and becomes a secure knowledge base your agents can actually reason over.

Scalata's Local Storage is engineered from the ground up for speed, scale, resiliency, availability, and security. Large files chunk and upload in parallel, so it doesn't matter whether you're dropping in a single term sheet or a batch of hundreds; your agent builds knowledge from it at any scale.

Intelligent Local Storage

Persistent Workspace Storage

Upload once. Every agent gets it.

Persistent workspace storage means you stop re-uploading the same files every time you open a new chat. Upload from Local Storage directly, or from the file attachment drawer in the global chatbot; either way, it's persisted across the system and visible from one place.

From Local Storage, you can see everything at once: every file you've uploaded, every connected external data source, and every Project where your widgets and outputs live. Manage all of it from a single pane, and push to any connected cloud in a few clicks.

Local Storage Workspace

You control everything. Collaboration stays seamless.

Local Storage runs on the same RBAC that governs the rest of Scalata: who can create, read, update, or delete a file is decided by role, not by whoever happens to have a link.

Collaboration has two doors. Share Access is for work inside the firm: a grant to a colleague, with a due date, whether the file was uploaded, attached, or saved straight from a widget. Share Externally is the other door for anyone outside the firm: time-bound, never a forever link.

Local Storage Collaboration

Where Scalata shines

This isn't shallow summarization. With real ingestion technology behind it, your agents can build a grid across hundreds of documents with full citations, assemble high-quality PowerPoints, and construct powerful financial models, all grounded in the same inventory of files.

From upload to insight

Getting a file into Local Storage is the first step, not the whole job. Behind the scenes, every document moves through the same pipeline before it's ever handed back to you as an answer.

Load. Bring data in however it already lives — CSV and Excel drag-and-drops, REST APIs, or a direct database connector. Before anything downstream touches it, Scalata validates the file: correct format, expected columns and types, nothing corrupted or incomplete. Bad data gets caught here, before it wastes a run.

Store. Raw files are rarely clean, so Scalata fills or flags missing values, removes duplicates, normalizes dates and types, and standardizes column names — then saves the result in encrypted storage, structured tables and unstructured documents alike. From there it builds a semantic index: not just keyword search, but a representation the AI can query by meaning, so a question like "what were our top-performing products last quarter" finds the right data even when those exact words never appear in it.

Use. Query in plain language or structured form, and the AI engine takes it from there — LLMs to interpret the question, analytics engines for the math, retrieval-augmented generation to ground the answer in the files actually on file rather than a guess. Results come back the way you need them: a report, a dashboard, an API response, or straight into a BI tool.

It's a closed loop. Data comes in, gets cleaned and indexed automatically, and comes back out as something you can act on — without you touching the plumbing in between.

How Local Storage is different

Traditional enterprise storage was designed for sequential people: open a folder, read a file, write it back. Agents don't work that way. If a file has to live inside the prompt, the run dies the moment the context window fills. Drive plus a chat thread plus a warehouse plus a deck is a stitch job waiting to unravel. Local Storage is where that stitch stops.

Traditional storage was built to hold files for people. Files live across folders, shared drives, and network storage, often requiring users to manage access, move information between systems, and upload the same documents repeatedly.

Scalata Local Storage is a persistent workspace designed for both people and agents. It provides one reliable inventory of files that the entire firm can work from. Role-based access controls determine who can create, view, update, or delete each file. Internal colleagues can receive access through Share Access, while external users receive time-bound access through Share Externally. Agents can only access the files their users are authorized to see.

Instead of placing entire files inside a prompt, Scalata keeps them in Local Storage and retrieves the relevant information when needed. This keeps prompts manageable while allowing the underlying knowledge to remain available across conversations, projects, and models.

Local Storage also serves as a landing zone within the Data Marketplace. It brings together Local Files, Projects, External Storage, desktop uploads, and widget outputs, while connecting with platforms such as Amazon S3, Snowflake, Microsoft Fabric, and Databricks.

The same files can support multiple digital employees and tools—including chat, Table AI, Document AI, and Grid—without requiring another upload. Because the file inventory is independent of any individual chat or model, users can switch models without losing access to their information.

Legacy storage was built for one person, one folder, and one session at a time. Scalata Local Storage is built for people and agents working across files, tools, sessions, and models.