The all-in-one financial automation solution
Simplify your back office and build a more profitable business on Beam.
- Invoicing, change order management, and job costing
- Client payment, expense management, and banking built-in
- Subcontractor management and online bill payment
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.
From estimating to job costing, receipt capture, and online payments—Beam has the right tools to improve your construction business.
Project management
Change orders
Files & notes
CRM
Vendors
Estimates
Financials
Bills & expenses
Invoices
Payments
Contracting
Payment schedules
Retainage
Compliance
Lien waivers
Licenses
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.
Then, capture e-signatures from customers upon approval in the client portal.
Bill payment built for construction
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.
Schedule payments
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
Impress your customers with Beam’s invoices and convenient payment portal. Avoid time-consuming drives to pick up and deposit paper checks.
- $5 per online bank transfer
- 3% credit and debit card fee
- Optionally, pass card fees to your customer
- 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.
Get paid
Payments are deposited in your bank account within 1-3 business days after the customer clicks “Pay”.
Capture receipts in the field to automate expense management
Stop chasing down paper receipts. Track expenses faster and earn 1% cash back with the Beam Visa Card.
Project budgeting on autopilot
Track spend by accounting codes and compare estimate vs. actuals. Stop waiting for manual reports to understand profitability.
Create budgets from your estimate and update your budget with change orders. Then track job costs in real-time to measure project profitability.
Beam's automated budgeting saves your office hours a month.
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.
Time is money. Save both.
Join hundreds of contractors that trust Beam to organize project finances and stay on budget.
