The problem.
Most owner-operated businesses run on three to seven disconnected systems. The CRM doesn’t talk to the order history. The financials don’t reflect what’s in the pipeline. The question you need answered lives across four exports and two hours of work.
The data exists. It’s just not connected — and nobody built the layer that connects it because that’s not what any of those tools are for.
What it does.
Connected Data
Order history, customer profiles, lifetime value, scheduling data, financials — unified from the systems where they live. One view instead of five tabs.
AI Querying
Ask the question in plain language. “Which customers haven’t ordered in 90 days?” The AI queries the real data and returns the real answer.
Customer Intelligence
Every customer in one place: contact info, order history, lifetime value, top items, last activity. The full picture of the relationship — in seconds.
Operational Visibility
Revenue trends, order volume, retention, product performance — framed around the decisions being made, not the metrics a developer would track.
Private by Design
The AI layer runs on local infrastructure. Your data doesn’t go to OpenAI or any third-party provider. Queries run in your environment. It stays yours.
Client Portal
Project status, invoices, issue tracking — one place for every active engagement. Not email threads. Not shared spreadsheets.
Built on live data.
MercaVision is being built against real operational data — not a demo environment. The customer intelligence layer is live against a wholesale distributor’s order history: profiles, lifetime value, purchase frequency, top items. The AI query layer is running on that connected data on local infrastructure.
The second layer under active development is for short-term rental operations: occupancy data, financial tracking, and AI-assisted guest communication running on a live rental property in Clare County, Michigan.
How it gets deployed.
MercaVision isn’t a subscription. It’s built on top of the systems you already run — connected to your actual data, in your environment, owned by you. An engagement starts with a Data Clarity Review that maps what data exists and where. The integration work connects it. MercaVision is the intelligence layer on top.
Ask about MercaVision for your business →Running systems that don’t talk to each other?
Tell us what you’re running and what question you can’t answer. We’ll tell you if MercaVision can answer it.
Request a free Data Clarity Review