Beam

Spec sheet

What it does

Beam is construction finance and operations software combining AI estimating, project management, invoicing, payments and budgeting.Read 15 Oct 2026 · trybeam.com

Purpose

Beam provides AI and financial tools that automate spreadsheets and paperwork for construction businesses.Read 28 Sep 2026 · trybeam.com

Integrations

Beam integrates with QuickBooks Online and lists partners including CompanyCam, busybusy, Dash Solutions, RenoFi, and XactRemodel.Read 28 Sep 2026 · trybeam.com

Security

Beam says it encrypts data in transit with HTTPS and TLS and tokenizes sensitive data such as bank account and card numbers rather than storing the actual data.Read 28 Sep 2026 · trybeam.com

Support

Beam advertises US-based training, live chat, email and phone support during business hours.Read 15 Oct 2026 · trybeam.com

Headquarters

San Francisco, California, United StatesRead 28 Sep 2026 · trybeam.com

AI documentation

Help articles cover supported upload file types, files over 50MB, prompting, pricing accuracy and team estimating rules.Read 15 Oct 2026 · faq.trybeam.com

AI estimating

Its AI Assistant drafts and edits professional estimates and proposals from construction plans.Read 15 Oct 2026 · trybeam.com

Availability

Beam says it supports major desktop browsers and mobile devices.Read 28 Sep 2026 · trybeam.com

Bill payment

The platform supports vendor and subcontractor bill payment with approval workflows.Read 15 Oct 2026 · trybeam.com

Company headquarters

LinkedIn lists Beam’s headquarters in San Francisco, California.Read 15 Oct 2026 · linkedin.com

Company size

LinkedIn lists Beam as privately held with 11–50 employees.Read 15 Oct 2026 · linkedin.com

CompanyCam integration

The Help Center documents an integration connecting Beam with CompanyCam.Read 15 Oct 2026 · faq.trybeam.com

Daily logs and tasks

Project tools include daily logs, schedules, tasks and client updates.Read 15 Oct 2026 · trybeam.com

Digital signatures

The product supports client approvals through digital signatures.Read 15 Oct 2026 · trybeam.com

Email tracking

Beam tracks proposal email opens so contractors can time follow-ups.Read 15 Oct 2026 · trybeam.com

Estimating

Its AI Assistant turns plans, takeoffs, or notes into professional proposals and learns a contractor’s pricing and style.Read 28 Sep 2026 · trybeam.com

Expense management

Beam provides project expense tracking and Visa cards for field spending.Read 15 Oct 2026 · trybeam.com

Financial tools

The product suite includes invoicing and online payments, bill payment, expense management, job costing, and lien waiver management.Read 28 Sep 2026 · trybeam.com

Financial-services status

Beam says it is a financial-technology company rather than a bank and uses Stripe and Fifth Third Bank for listed services.Read 15 Oct 2026 · trybeam.com

Free tier limits

The Core plan includes up to 2 users and the first 5 AI estimates; Beam says its core product is offered without a subscription cost.Read 28 Sep 2026 · trybeam.com

Help documentation

Beam’s Help Center contains sections for setup, estimates, bill payment, integrations, invoicing, compliance, cards and account settings.Read 15 Oct 2026 · faq.trybeam.com

Identity verification

Beam requires payment-processing businesses to pass federal Know Your Customer and Know Your Business checks.Read 15 Oct 2026 · trybeam.com

Invoicing

Users can send invoices, manage change orders and accept online payments through a client portal.Read 15 Oct 2026 · trybeam.com

Job costing

Beam compares estimates with actual bills and expenses using real-time job-cost reports.Read 15 Oct 2026 · trybeam.com

Legal name

Beam’s site footer identifies the company as Beam Finance Inc.Read 15 Oct 2026 · trybeam.com

Lien waivers

Higher tiers automate sending, collecting and tracking lien waivers and related compliance documents.Read 15 Oct 2026 · trybeam.com

Limit: subcontractor adoption

A Capterra reviewer says some subcontractors were uncomfortable entering financial information into a new platform.Read 15 Oct 2026 · capterra.com

Limit: takeoff

Capterra’s feature analysis says Beam does not provide construction takeoff functionality.Read 15 Oct 2026 · capterra.com

Limit: vendor onboarding

A Capterra reviewer reports that some vendors had difficulty entering ACH information and needed support.Read 15 Oct 2026 · capterra.com

Maker founder

The acquisition announcement identifies Adam Eagle as Beam’s founder and CEO.Read 15 Oct 2026 · mk-origin.companycam.com

Mobile app status

Beam’s Help Center says it has no native app and that the web application is mobile-friendly on iPhone and Android.Read 15 Oct 2026 · faq.trybeam.com

Other integrations

Capterra lists QuickBooks Online, BusyBusy, CompanyCam and XactRemodel as Beam integrations.Read 15 Oct 2026 · capterra.com

Ownership news

CompanyCam announced on March 2, 2026 that it acquired Beam Finance Inc.; both platforms were to continue operating independently for the time being.Read 15 Oct 2026 · mk-origin.companycam.com

Payment fees

Beam lists a $5 flat fee for ACH bank transfers and a 3% credit card fee, which can be passed on to the customer.Read 28 Sep 2026 · trybeam.com

Praise: centralized workflow

Capterra reviewers praise keeping estimates, invoices, payments, project tracking and finances in one system.Read 15 Oct 2026 · capterra.com

Praise: customer support

Capterra reviewers repeatedly describe Beam staff as responsive, knowledgeable and willing to help with setup and questions.Read 15 Oct 2026 · capterra.com

Praise: ease of use

GetApp reports perfect user scores for ease of use, features, value and support across its eight reviews.Read 15 Oct 2026 · getapp.com

Project management

Beam includes daily logs, schedules, task management, change orders, and a client portal for updates and documents.Read 28 Sep 2026 · trybeam.com

QuickBooks integration

Beam offers two-way QuickBooks Online synchronization to reduce duplicate accounting entry.Read 15 Oct 2026 · trybeam.com

Rating on Capterra

5.0 out of 5 from 8 reviews.Read 15 Oct 2026 · capterra.com

Rating on GetApp

5.0 out of 5 from 8 reviews.Read 15 Oct 2026 · getapp.com

Security encryption

Beam states that web and application traffic uses HTTPS with TLS encryption in transit.Read 15 Oct 2026 · trybeam.com

Sensitive-data protection

Beam says it tokenizes bank-account, card and Social Security numbers instead of storing the underlying values.Read 15 Oct 2026 · trybeam.com

System requirements

Beam says it supports major desktop browsers and mobile devices rather than requiring a specific installed client.Read 15 Oct 2026 · trybeam.com

Who it serves

Beam says it is purpose-built for small and midsized contractors, including home builders, remodelers, specialty trade contractors, and commercial general contractors.Read 28 Sep 2026 · trybeam.com

Plans and prices

Every Beam plan and price →

Where Specifiction places it

• Home Builder Software#7 of 328.6