Beam is a cloud‑native platform that combines estimating, project management, and financial tools for small and midsized construction firms. Its AI‑driven estimating assistant, real‑time job costing, automated invoicing, and integrated QuickBooks sync streamline bids, cash flow, and compliance, while a built‑in cash management account earns interest on operating balances.
Funding
Funding not disclosed
Founders
Product
Problem
Construction firms often juggle separate estimating, project management, invoicing, and accounting tools, leading to duplicate data entry, delayed payments, and limited visibility into job profitability. Compliance paperwork such as lien waivers and insurance tracking further adds manual overhead, increasing the risk of errors and cash‑flow disruptions. Small and midsized contractors lack an integrated, cloud‑based solution that ties operational and financial workflows together.
Solution
Beam delivers a unified, cloud‑native platform that consolidates sales, project execution, and financial management for contractors. An AI‑driven estimating assistant generates professional proposals in minutes and tracks client engagement through email‑open analytics and digital signatures. Real‑time job costing aligns estimates with actual expenses, while automated invoicing, online payment processing, and change‑order management accelerate cash collection. Integrated daily logs, task scheduling, and a client portal keep field teams and owners synchronized, reducing miscommunication. Built‑in lien‑waiver automation and compliance tracking ensure regulatory requirements are met without manual effort. Seamless two‑way QuickBooks integration eliminates duplicate bookkeeping, and the Beam Cash Management Account earns 2.5% APY on operating balances, turning idle cash into revenue.
Target Audience
Primary users are small to midsized construction firms—including home builders, remodelers, specialty trade contractors, and light‑commercial general contractors—who need a single platform to manage bids, field operations, and financials. The solution serves owners, project managers, office staff, and field crews alike.
Features
- AI Estimating Assistant that drafts, edits, and optimizes bids with automatic margin calculations
- Construction CRM that captures leads, tracks proposal status, and logs email opens for follow‑up prioritization
- Automated invoicing with secure ACH and credit‑card payment processing, plus digital signature support
- Change Order Management that syncs revisions to estimates and cost codes in real time
- Daily Logs & Client Updates portal for field photo/video uploads, task assignments, and stakeholder communication
- Scheduling & Task Management with Gantt‑style views and mobile notifications for crew coordination
- Job Costing dashboard displaying live variance between budgeted and actual costs, linked to all financial modules
- Cash Management Account offering 2.5% APY, FDIC‑pass‑through insurance, and instant fund transfers for bill payment
- Expense Management with receipt capture, customizable Beam Card spending limits, and auto‑categorization to projects
- Lien Waiver Automation and Compliance Tracking that generate state‑compliant documents and send automated reminders
- Two‑way QuickBooks Online integration for seamless ledger reconciliation and reporting