Scalata.ai provides a generative AI platform for finance, healthcare, insurance, legal, and government institutions, enabling users to connect 50+ apps and run agentic workflows that turn documents, data, and queries into cited, audit-ready insights. The platform includes Document AI, CodeGen AI, and a proprietary Agent Connecting Technology (ACT) that links LLMs to native APIs without MCP servers or passing credentials to agents. It offers role-based permissions, approval gates, and full audit trails for governed AI deployment.
Funding
Funding not disclosed
Founders
Product
Problem
Institutional teams in finance, healthcare, insurance, legal, and government spend weeks manually extracting data from documents, generating reports, and building analyses, creating bottlenecks in decision-making. Existing AI tools often lack the governance, security, and explainability required for production use in regulated industries, and integrating them with legacy systems and data sources is complex and risky.
Solution
Scalata.ai provides a generative AI framework that turns documents, spreadsheets, and databases into structured, queryable data, enabling users to generate queries, scripts, and model code that are reviewable before execution. The platform connects to 50+ applications—including Gmail, Outlook, Google Drive, Snowflake, and PostgreSQL—through its proprietary Agent Connecting Technology (ACT), which links LLMs directly to native APIs without requiring MCP servers or passing credentials to the agent. Users can run workflows, build custom agents, and generate dashboards, reports, and surveillance alerts with cited, audit-ready outputs. The platform enforces role-based permissions, approval gates, and a full audit trail behind every agent action, ensuring compliance and control.
Target Audience
Primary customers are institutional teams in finance, healthcare, insurance, legal, and government, including analysts, compliance officers, and IT leaders who need governed, explainable AI for document processing, data analysis, and automated reporting.
Features
- Document AI converts memos, term sheets, and filings into structured, queryable data without manual re-keying
- CodeGen AI generates query, script, or model code that is reviewable before execution, alongside Table AI, Charts AI, Pivots AI, and Grid Summary AI
- ACT (Agent Connecting Technology) connects to any existing API directly, eliminating the need for MCP servers and keeping credentials out of the agent's context
- Granular permission model where every tool is set to Allow, Ask, or Disabled, with defaults based on risk level (read, write, destructive)
- Connectors for communication, productivity, developer, and finance tools, including Gmail, Slack, Teams, GitHub, Snowflake, and market data sources
- Role-based permissions, approval gates, and full audit trails for every agent action, with support for on-prem or VPC deployment