Solutions
AI built for how regulated work actually happens
From private credit to claims files, clinical records to disclosure bundles, Scalata's agentic AI platform adapts to the workflows, data and compliance demands of whichever regulated world you work in.
Every one of them starts from the same place — the documents you already hold, the systems you already run, the approvals you already require — and ends somewhere specific to the work: a covenant checked, a claim settled, a discharge summary drafted, a contract renewed before it lapsed, an audit answered before it is asked.
Lending & Credit
Where the loan is made
Originating, underwriting and servicing credit — from a single directly negotiated loan to a book of consumer lending decisioned in seconds. What they share is a borrower, a file and a decision that has to be defensible later.
Private Credit & Direct Lending
Accelerate Deal Execution with Agentic AI
↓ 80%Reduction in manual data extraction timeExploreCorporate Lending Banks
AI-Powered Credit Analysis & Corporate Loan Portfolio Management
Real-timeBorrower risk & covenant monitoringExploreCommunity Banks & Credit Unions
Relationship-Driven Lending & Community Finance at Scale
Real-timeLoan performance & delinquency monitoringExploreFintech & Digital Lending
Real-Time Underwriting & Loan Origination at Scale
Real-timeCredit risk assessment & loan decisioningExploreInsurance
Where the risk is carried
Selecting risk, servicing the contract and paying the claim — three workflows joined by one document, the policy wording, which decides the answer to almost every question either side asks.
Underwriting & Risk Selection
Submission Triage, Exposure Analysis & Pricing Support
MinutesFrom submission received to structured exposureExploreClaims & Adjudication
First-Notice-to-Settlement Claims Handling with Agentic AI
Same-dayFirst-notice triage & coverage confirmationExplorePolicy Administration & Servicing
Endorsements, Renewals & Customer Correspondence at Scale
High-volumeEndorsement & mid-term adjustment processingExploreHealthcare
Where the care is delivered and paid for
Providers, payers and the research behind both. Records that were never designed to be read together, under access rules that decide who may read them at all — which is why the governance matters as much as the analysis.
Hospitals & Health Systems
Clinical, Operational & Financial Data in One Place
UnifiedClinical, operational & financial sourcesExplorePayers & Health Plans
Claims, Prior Authorisation & Provider Network Operations
AutomatedClaim & prior authorisation intakeExploreLife Sciences & Research
Protocol, Trial & Regulatory Document Operations
Cross-documentConsistency checking across the study estateExploreLegal
Where the document is the work
Firms, in-house teams and litigation. The output is a document, the input is a great many more, and the value is in reading them faster than the other side without giving up the reasoning.
Law Firms & Practice Operations
Matter Intake, Document Review & Billing at Firm Scale
AutomatedMatter intake & conflict screeningExploreIn-House Legal & Contracts
Contract Lifecycle, Obligations & Regulatory Change
Estate-wideTerm & obligation extraction across contractsExploreLitigation & eDiscovery
Disclosure Review, Chronologies & Case Preparation
At scaleRelevance & privilege review across disclosureExploreBanking
Where the balance sheet lives
The institution itself rather than any one product: deposits, credit risk across the book, and the regulatory reporting that sits on top of both.
Capital Markets & Advisory
Where the deal is structured
Mandates that have to be structured, priced and sold — advisory work and the securitisations that follow it. Document-heavy, deadline-driven, and unforgiving of a number that cannot be traced to its source.
Buy-Side & Investment
Where the capital is deployed
Capital managed on someone else's behalf, and the administration that keeps the record straight — performance, attribution and exposure, reported to people entitled to ask how the number was reached.
Market Infrastructure
Where the market clears
The plumbing of the financial system: trading venues, clearing and settlement, financing and the margin that keeps counterparties honest. Judged on volume, accuracy and uptime rather than on any single transaction.
Public Sector Finance
Where the public money is accounted for
Public bodies and the five finance functions that account for them — planning, budget execution, treasury, reporting and audit — where the cost of getting it wrong is measured in findings rather than in basis points.
Public Finance & Governance
Fiscal Orchestration Powered by Government-Grade AI Agents
Real-timeBudget vs. actual spending visibilityExploreStrategic Planning & Budgeting
AI-Powered Fiscal Forecasting & Multi-Year Budget Management
Real-timeFiscal performance vs. forecast trackingExploreBudget Execution & Spending Control
Real-Time Spending Control & Budget Performance Monitoring
Real-timeBudget vs. actual spending visibilityExploreTreasury, Cash & Revenue
Unified Liquidity, Debt & Revenue Management
Real-timeCash position & liquidity visibilityExploreAccounting & Financial Reporting
Automated General Ledger & Regulatory-Grade Financial Reporting
Real-timeFinancial performance vs. targets & forecastsExploreAudit & Compliance Oversight
Continuous Internal Controls & External Audit Readiness
ContinuousInternal control monitoring & risk assessmentExploreTurn weeks of expert work into minutes
See how Scalata fits your team, your data, and your controls.