Webinar

AI in Construction Finance:
What's Working & What's Next

Join us for a no-nonsense look at how AI is reshaping construction finance.

Friday, March 21st 2025 starting at 09:00am PDT / 12:00pm EDT
Register to Reserve Your Spot
About the Webinar
AI promises to revolutionize how contractors manage finances—from automated bookkeeping and streamlined expense tracking to optimized cash flow and improved job cost forecasting. But what's truly valuable and what's just hype?

We'll break down where these tools deliver tangible benefits and where human expertise remains irreplaceable.

What you’ll learn:
  • How to leverage AI to automate data entry for bills, invoices, and receipts
  • Techniques for generating and modifying estimates using tools like ChatGPT and Claude
  • Methods for analyzing financial reports with AI tools
  • Why human expertise remains essential in closing books and filing taxes
  • How to identify and navigate AI’s limitations and inaccuracies
Who should attend:
  • Contractors, builders, and construction business owners
  • CFOs and financial managers in construction
  • Anyone looking to leverage AI for smarter financial decision making

About the Hosts
Sam Hallburn is the founder of PBS Accounting and Tax Solutions and Simplified Accounting Management. With nearly a decade of entrepreneurial experience in the financial sector and over 20 years of comprehensive expertise spanning finance, marketing, HR, and sales, Sam has built a reputation for her strategic insights and unwavering dedication to client success. Since becoming a Certified QuickBooks ProAdvisor in 2016, Sam has also become a national QuickBooks Online Educator teaching QuickBooks to accounting professionals and small business owners, and leading QuickBooks seminars and workshops across the country.

Adam Eagle is the founder and CEO of Beam, the complete sales & financial management software for contractors. Beam's software helps construction teams estimate, invoice, and manage project profitability easier and faster than before.
Hosted by
Sam Hallburn
CEO
Simplified Accounting Management
Adam Eagle
Founder & CEO
Beam