Unified employee records

Merge exposes HR and payroll data from many providers through one API. A Beam agent reads employee records, such as roles, start dates, and pay details, and writes approved updates back to whichever underlying system holds them. When a change matches your rules, like a standard title update flowing from an approved source, the agent applies it across connected tools. Conflicting values between systems, changes to compensation, or records missing required fields are routed to a person, who resolves the discrepancy before the agent commits anything to payroll or HR.

Ticketing and CRM normalization

Merge standardizes ticketing and CRM objects so they look consistent regardless of the source tool. A Beam agent reads tickets, contacts, and deals through the unified schema, applies your rules for status mapping or ownership, and writes normalized values back where permissions allow. Straightforward updates, like moving a resolved ticket to a closed state, run automatically. Records with unclear ownership, duplicate contacts, or fields that do not map cleanly between systems are handed to a person, who decides the correct value before the agent writes it across the connected platforms.

Accounting data access

Merge reads accounting records, including invoices, payments, and accounts, from connected finance systems. A Beam agent retrieves these through the single API, applies your approved rules for tagging or matching, and writes back the fields the connector supports. Routine matches, such as an invoice tied to a known purchase order, are recorded without manual steps. Entries that fail to match, show unexpected amounts, or reference an unknown account are set aside for a person to examine, since financial records stay under human review before any correction is finalized.