One operational truth screen.Daily priorities powered by Kai.
MergeData replaces fragmented dealership reporting with one operating intelligence platform—and Kai turns it into tasks, owner assignments, and executive summaries.
About us
Built by dealership operators who’ve scaled this before.
It’s not our first rodeo. Our founders helped pioneer dealership reporting and analytics—then came back to rebuild it for an AI-first era.
“Dealers don’t need more dashboards. They need a daily operating system that tells each leader what changed, why it matters, and what to do next.”
“Our goal is to close the gap between actionable reporting and agentic AI—so operators spend less time on tedious screens and more time on the floor, aligned to the core objectives of the dealership.”
Our previous product scaled to ~1,000 rooftops and was acquired by CDK Global. We’ve lived dealership operations and we know what breaks when numbers can’t be trusted.
After our non-compete, we saw a gap forming: legacy tools weren’t built to leverage AI reliably. Dealers needed a platform designed for the next decade—not the last.
We unify DMS, CRM, and vendor systems into a single truth layer—then Kai turns that truth into daily priorities and workflow automation (“unleash the bots”).
After 30 days, MergeData Platform will change the way your company interacts with data and more than pay for itself in expense reduction, OPCode margins, and parts demand recapture.
How it works
Replace static dashboards with an agentic dealership intelligence.
MergeData is built to unify your tech stack, prove the numbers, and turn reporting into dollars.
We know it. Our previous company was called Dashboard—one might say we had a part in creating this mess.
Dealers do not need another dashboard tool.
MergeData is the dealership operating intelligence platform that unifies DMS, CRM, and other vendor systems into one trusted decision environment.
MergeData is not “another reporting tool.” It is the operational system of record for dealership truth.
Kai is not a generic chatbot.
Kai moves the dealership from “Here’s a report.” to “Here’s what changed, why it changed, and what actions to take today.”
- Detect — monitoring + anomaly/threshold detection
- Explain — root-cause narratives tied to drillable data
- Prioritize — role-based daily priorities (what matters today)
- Recommend — next best actions / corrective steps
- Summarize — executive summaries (daily/weekly), consistent format
After MergeData + Kai are proven at scale, we layer purpose-built expert agents that operate specific dealership workflows.
- MD Titling Agent — reduces funding friction + title backlog + compliance risk
- MD Parts Ordering Agent — optimizes parts ordering workflow (including DMS writeback where allowed)
- MD Inventory Acquisition Agent — improves buy discipline, turn, and margin protection
- MD Recon Expert Agent — reduces recon days, cost variance, and frontline readiness delays
- MD Payment Plan Agent — optimizes sales spiffs/incentives for behavior + margin efficiency
Integrations
MergeData prioritizes integrations that unlock operator leverage immediately.
All your data but less screens with ai automation.
Tier 1 + Tier 2 integrations floating into Kai → MergeData.(Animated on desktop. Hidden if “Reduce motion” is enabled.)
“The core priority of MergeData is to remove data silos—which reduces the number of screens you need to manage. Merge these systems into a unified platform that enables Agentic AI automation.”
Security is part of the product—not an afterthought. Here’s how we approach it.
- Least-privilege access and role-based permissions.
- Encrypted data in transit; hardened infrastructure patterns.
- Access limited to authorized personnel; operational auditability.
- Data minimization and controlled retention.
- Customer data is used to operate your account—not to train public models.
- Happy to support security questionnaires during evaluation.