Consolidate your back office work in one hub
Beam unifies the data in your shared drive, email, spreadsheets, and accounting software so that you can move faster and make better business decisions.
Files & notes
Schedule of values
Create professional estimates faster and win more jobs
Beam makes it easy to create and send estimates from your phone or computer so you can win more jobs.
Customize your estimates with cost codes, markup, sections, terms & conditions, and file attachments.
Bill payment built for general contractors
Track subcontract progress, streamline approvals, and schedule bill payments. Eliminate paper check fraud by switching to fast & reliable direct deposit (ACH bank transfers).
We’ll do the heavy lifting by sending payment notifications to your subcontractors and requesting bank information when needed.
Add your subcontracts
Add milestone, progress, or time & materials subcontracts for each of your trades.
Add or request bills
Consolidate mailed and emailed invoices on Beam. Ask subcontractors to invoice you on Beam for faster processing & payment.
Once scheduled, subcontractors receive notifications to track payment status or securely add their bank information.
With Beam, you set the rules
Configure approval workflows between bookkeepers, project managers, and business owners.
Invoices are reconciled against your original contracts and approved change orders to make sure you don't overpay.
Accept payments from customers online
Delight your customers with Beam’s invoices and convenient customer portal. Avoid time-consuming drives to pick up and deposit paper checks.
- $5 per online bank transfer
- 3% credit and debit card fee
- Track payments outside Beam
Add your contract & change orders
Choose between milestone, progress, and time & materials billing.
Create and send an invoice
Choose amounts, attach files, and add custom memos. Beam will send a personalized email and reminders near the due date.
Payments are deposited in your bank account within 1-3 business days after the customer clicks “Pay”.
Bookkeeping made easy
Import your existing vendors, customers, chart of accounts, and projects from your accounting software.
Beam automatically syncs invoices, bills, and payments directly into your accounting software.
That means less manual data entry, fewer errors, and a happier accountant.
Join hundreds of contractors that trust Beam to simplify their financial operations.