Scalata
scalata.ai
What it is
Scalata is a generative AI framework for regulated fields including finance, healthcare, insurance, legal, and government. Its specialized systems cover document analysis, workflow automation, financial modeling, code generation, tables, charts, and portfolio summaries. The maker lists hedge funds, banks, private-credit funds, servicers, trustees, and asset holders among its intended users. Connectors include Gmail, Outlook, Google Drive, Microsoft 365, Slack, Salesforce, Jira, HubSpot, Snowflake, PostgreSQL, Amazon S3, and Azure Blob Storage. Connector actions can be allowed, set to ask first, or disabled; writes require approval by default, while destructive actions are disabled or gated. Scalata says its answers are grounded in customer data and cited, and that customers should validate high-stakes outputs before acting. It states that customer data is encrypted in transit with TLS 1.2+ and at rest with AES-256. The Free plan is free. Pro is $20 a month, billed monthly; annual billing saves 20%. Max is $100 a month, billed monthly, and marked coming soon.
Spec sheet
- Product
- Scalata describes itself as a generative AI framework for regulated industries, including finance, healthcare, insurance, legal, and government.Read 8 Oct 2026 · scalata.ai
- Intended users
- The maker says it serves hedge funds, banks, private-credit funds, servicers, trustees, and asset holders.Read 8 Oct 2026 · scalata.ai
- Deployment
- Enterprise licenses support on-premises or VPC deployment, according to the pricing FAQ.Read 8 Oct 2026 · scalata.ai
- Integrations
- The maker lists connectors including Gmail, Outlook, Google Drive, Microsoft 365, Slack, Salesforce, Jira, HubSpot, Snowflake, PostgreSQL, Amazon S3, and Azure Blob Storage.Read 8 Oct 2026 · scalata.ai
- Security
- The maker states that data is encrypted in transit with TLS 1.2+ and at rest with AES-256, with segregated cloud environments and least-privilege access.Read 8 Oct 2026 · scalata.ai
- Support
- The enterprise page describes built-in support and directs prospective customers to contact sales or book a demo.Read 8 Oct 2026 · scalata.ai
- Analysis
- Its specialized systems include document analysis, workflow automation, financial modeling, code generation, tables, charts, and portfolio summaries.Read 8 Oct 2026 · scalata.ai
- Connector controls
- Connector actions can be set to Allow, Ask, or Disabled, with writes requiring approval by default and destructive actions disabled or gated.Read 8 Oct 2026 · scalata.ai
- Data ownership
- Scalata states that customers retain rights to submitted data and that customer data is not sold or monetized.Read 8 Oct 2026 · scalata.ai
- Enterprise
- Scalata Enterprise offers firm-wide data connections, dashboards, portfolios, widgets, workflows, agents, reports, apps, and governance.Read 8 Oct 2026 · scalata.ai
- Governance
- The maker says answers are grounded in customer data and cited, and high-stakes outputs should be reviewed and validated by customers before acting.Read 8 Oct 2026 · scalata.ai
- Plan limits
- The pricing page says prices are per user and billed monthly, and annual billing saves 20%.Read 8 Oct 2026 · scalata.ai
- SOC 2
- Scalata says its controls are independently examined against SOC 2 Trust Services Criteria and its current report is available to customers and prospects under NDA on request.Read 8 Oct 2026 · scalata.ai
Plans and prices
Strong points and limits
Strong points
- Covers analysis, modeling, automation, and code generation.
- Connector actions can require approval or be disabled.
- States that customer data is encrypted in transit and at rest.
- Enterprise licenses support on-premises or VPC deployment.
Limits
- High-stakes outputs should be reviewed and validated.
- Max is marked coming soon.
- SOC 2 report is available under NDA on request.
Who it suits
Scalata is aimed at regulated organizations and financial firms that want AI systems for analysis, workflows, and data-connected tasks. Enterprise licenses may suit organizations requiring on-premises or VPC deployment.
Verdict
Scalata combines specialized AI systems with configurable connector controls and enterprise deployment options. Its own guidance calls for customer review of high-stakes outputs, so that validation remains part of using it for consequential work.
Where Specifiction places it
- Legal Conflict Checking Software#21 of 287.4