Scalata
What it is
Scalata is a generative AI framework for regulated fields such as finance, healthcare, insurance, legal work, and government. Its specialized systems cover document analysis, workflow automation, financial modeling, code generation, tables, charts, and portfolio summaries. Connectors listed by the maker include Gmail, Outlook, Google Drive, Microsoft 365, Slack, Salesforce, Jira, HubSpot, Snowflake, PostgreSQL, Amazon S3, and Azure Blob Storage. Connector actions can be allowed, require confirmation, or be disabled; write actions need approval by default, and destructive actions are disabled or gated. Scalata says responses are grounded in customer data and cited, while advising customers to validate high-stakes outputs before acting. It 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. Customers retain rights to submitted data, which the company says is not sold or monetized. The Free plan costs nothing; Pro costs $20 a month, billed monthly. Enterprise supports on-premises or VPC deployment.
For and against
For
- Connectors span office, CRM, and data systems.
- Connector actions can be restricted or approved.
- Enterprise supports on-premises or VPC deployment.
- Customer data is not sold or monetized, according to Scalata.
Against
- Pro costs $20 a month, billed monthly.
- Max is marked coming soon.
- SOC 2 report is available under NDA on request.
The verdict
Scalata combines specialized AI systems with connector controls and governance features for regulated work. Customers should review high-stakes outputs before relying on them, as the maker advises.
Who it suits
Scalata is aimed at regulated organizations and financial firms, including banks, hedge funds, private-credit funds, servicers, trustees, and asset holders. Enterprise prospects can contact sales or book a demo.
Plans and prices
Free
350k every 5 hours, 7M a week · Gemini 2.5 Flash Lite, GPT-5.6 Luna, Claude Haiku 4.5 · up to 5 folders · up to 5 shares
Read 8 Oct 2026 · scalata.ai
Pro
5x Free usage: 1.75M every 5 hours, 35M a week · finance dashboards and market data · knowledge base · workflows
Read 8 Oct 2026 · scalata.ai
Max
5x Pro usage: 8.75M every 5 hours, 175M a week · high thinking level · market alerts · workflow and agent builders
Read 8 Oct 2026 · scalata.ai
On the record
- Analysis
- Its specialized systems include document analysis, workflow automation, financial modeling, code generation, tables, charts, and portfolio summaries.scalata.ai · read 8 Oct 2026
- Connector controls
- Connector actions can be set to Allow, Ask, or Disabled, with writes requiring approval by default and destructive actions disabled or gated.scalata.ai · read 8 Oct 2026
- Data ownership
- Scalata states that customers retain rights to submitted data and that customer data is not sold or monetized.scalata.ai · read 8 Oct 2026
- Deployment
- Enterprise licenses support on-premises or VPC deployment, according to the pricing FAQ.scalata.ai · read 8 Oct 2026
- Enterprise
- Scalata Enterprise offers firm-wide data connections, dashboards, portfolios, widgets, workflows, agents, reports, apps, and governance.scalata.ai · read 8 Oct 2026
- 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.scalata.ai · read 8 Oct 2026
- Integrations
- The maker lists connectors including Gmail, Outlook, Google Drive, Microsoft 365, Slack, Salesforce, Jira, HubSpot, Snowflake, PostgreSQL, Amazon S3, and Azure Blob Storage.scalata.ai · read 8 Oct 2026
- Intended users
- The maker says it serves hedge funds, banks, private-credit funds, servicers, trustees, and asset holders.scalata.ai · read 8 Oct 2026
- Plan limits
- The pricing page says prices are per user and billed monthly, and annual billing saves 20%.scalata.ai · read 8 Oct 2026
- Product
- Scalata describes itself as a generative AI framework for regulated industries, including finance, healthcare, insurance, legal, and government.scalata.ai · read 8 Oct 2026
- 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.scalata.ai · read 8 Oct 2026
- 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.scalata.ai · read 8 Oct 2026
- Support
- The enterprise page describes built-in support and directs prospective customers to contact sales or book a demo.scalata.ai · read 8 Oct 2026
