
Beam
Beam provides AI and financial tools for construction businesses, covering estimating, project coordination, and payments.
What Beam is
Beam provides AI and financial tools for construction businesses, covering estimating, project coordination, and payments. Its AI Assistant can turn plans, takeoffs, or notes into proposals and learn a contractor’s pricing and style. Project tools include daily logs, schedules, task management, change orders, and a client portal for updates and documents. Financial features include invoicing and online payments, bill payment, expense management, job costing, and lien waiver management. Beam integrates with QuickBooks Online and lists partners including CompanyCam, busybusy, Dash Solutions, RenoFi, and XactRemodel. Its free Core plan has no subscription cost, supports up to 2 users, and includes the first 5 AI estimates; it also allows unlimited estimates, projects, invoices, and payments. Plus costs $200/mo billed annually, while Beam also lists monthly billing at $250/mo. Payment processing has a $5 flat ACH fee and a 3% credit card fee, which can be passed to customers. Beam says it supports major desktop browsers and mobile devices.
Good
- Free Core plan has no subscription cost.
- Core includes unlimited estimates, projects, invoices, and payments.
- AI Assistant creates proposals from plans, takeoffs, or notes.
- Includes schedules, task management, and change orders.
- Integrates with QuickBooks Online.
Watch out
- Core supports up to 2 users.
- Core includes only the first 5 AI estimates.
- ACH transfers have a $5 fee.
- Credit card payments incur a 3% fee.
Who it suits
Beam is designed for small and midsized contractors, including home builders, remodelers, specialty trade contractors, and commercial general contractors. It may suit teams seeking estimating, project, and financial tools in one web-based product.
Verdict
Beam brings estimating, project coordination, and financial tools together for contractors, with a free Core option and paid plans. Consider the Core user and AI estimate limits, as well as payment fees, when assessing fit.
Plans and prices
From Beam's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Core | Free | Up to 2 internal users · 5 AI estimates · unlimited estimates, projects, invoices and payments · client portal · daily logs · change orders · QuickBooks Online sync · email and chat support · monthly |
| Enterprise | Priced on request | Unlimited users · custom permissions · custom data imports and implementation · advanced compliance · unlimited onboarding · weekly training · contact sales |
| Plus | — | Up to 5 internal users · unlimited AI estimating · e-signatures · SMS · job costing · AIA invoicing · up to 50 Visa cards · bill approval workflows · send lien waivers · monthly or annually |
| Scale | — | Up to 10 internal users · lien-waiver management · compliance tracking · cost-plus invoicing · unlimited Visa cards · direct phone support · monthly or annually |
The facts
Each one read from Beam's own pages, with the date it was checked.
What it does
- AI documentation
- Help articles cover supported upload file types, files over 50MB, prompting, pricing accuracy and team estimating rules.checked 15 Oct 2026
- AI estimating
- Its AI Assistant drafts and edits professional estimates and proposals from construction plans.checked 15 Oct 2026
- Availability
- Beam says it supports major desktop browsers and mobile devices.checked 28 Sep 2026
- Bill payment
- The platform supports vendor and subcontractor bill payment with approval workflows.checked 15 Oct 2026
- Daily logs and tasks
- Project tools include daily logs, schedules, tasks and client updates.checked 15 Oct 2026
- Digital signatures
- The product supports client approvals through digital signatures.checked 15 Oct 2026
- Email tracking
- Beam tracks proposal email opens so contractors can time follow-ups.checked 15 Oct 2026
- Estimating
- Its AI Assistant turns plans, takeoffs, or notes into professional proposals and learns a contractor’s pricing and style.checked 28 Sep 2026
- Expense management
- Beam provides project expense tracking and Visa cards for field spending.checked 15 Oct 2026
- 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.checked 15 Oct 2026
- Financial tools
- The product suite includes invoicing and online payments, bill payment, expense management, job costing, and lien waiver management.checked 28 Sep 2026
- Help documentation
- Beam’s Help Center contains sections for setup, estimates, bill payment, integrations, invoicing, compliance, cards and account settings.checked 15 Oct 2026
- Identity verification
- Beam requires payment-processing businesses to pass federal Know Your Customer and Know Your Business checks.checked 15 Oct 2026
- Integrations
- Beam integrates with QuickBooks Online and lists partners including CompanyCam, busybusy, Dash Solutions, RenoFi, and XactRemodel.checked 28 Sep 2026
- Invoicing
- Users can send invoices, manage change orders and accept online payments through a client portal.checked 15 Oct 2026
- Legal name
- Beam’s site footer identifies the company as Beam Finance Inc.checked 15 Oct 2026
- Lien waivers
- Higher tiers automate sending, collecting and tracking lien waivers and related compliance documents.checked 15 Oct 2026
- Limit: subcontractor adoption
- A Capterra reviewer says some subcontractors were uncomfortable entering financial information into a new platform.checked 15 Oct 2026
The company
- CompanyCam integration
- The Help Center documents an integration connecting Beam with CompanyCam.checked 15 Oct 2026
- Company headquarters
- LinkedIn lists Beam’s headquarters in San Francisco, California.checked 15 Oct 2026
- Company size
- LinkedIn lists Beam as privately held with 11–50 employees.checked 15 Oct 2026
- Headquarters
- San Francisco, California, United Stateschecked 28 Sep 2026
Money
- 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.checked 28 Sep 2026
- Job costing
- Beam compares estimates with actual bills and expenses using real-time job-cost reports.checked 15 Oct 2026
The full review of Beam
Beam is a construction-focused platform for estimating, project coordination, and financial administration. It is best suited to small and midsized contractors who want those workflows under one roof, rather than a standalone estimating tool. Its free Core plan lowers the barrier to entry, but the two-user cap and five free AI estimates are meaningful constraints.
Overview
Beam brings proposals, project activity, and financial tasks into one system, aiming to reduce reliance on spreadsheets and paperwork. That breadth is a practical advantage for contractors who want job coordination and payment administration alongside estimating. The trade-off is that teams needing more than two users or regular AI-assisted estimating will have to consider a paid plan; payment fees also matter for businesses that process transactions through Beam.
Key features
Estimating and project coordination
Beam’s AI Assistant turns plans, takeoffs, or notes into proposals and learns a contractor’s pricing and style. That can make proposal creation more tailored, though Core’s five free AI estimates are a small allowance for ongoing use. The product also includes daily logs, schedules, task management, change orders, and a client portal for updates and documents, giving contractors a place to handle routine project coordination and client communication.
Financial tools and integrations
Beam combines invoicing and online payments with bill payment, expense management, job costing, and lien waiver management. That range can suit a contractor looking to connect job-level financial work with project administration. QuickBooks Online integration is supported, and Beam names CompanyCam, busybusy, Dash Solutions, RenoFi, and XactRemodel as partners.
Beam says it encrypts data in transit using HTTPS and TLS, and tokenizes sensitive details such as bank account and card numbers instead of storing the actual data. Businesses processing payments must also verify their identity under Beam’s Know Your Customer and Know Your Business requirements. ACH transfers carry a $5 flat fee and credit card payments a 3% fee; Beam says the card fee can be passed to the customer, but that may affect how a contractor presents payment options.
Pricing
Beam is freemium, with no free trial. Core costs $0 per month and includes up to 2 users, the first 5 AI estimates, and unlimited estimates, projects, invoices, and payments. It is a useful starting point for a very small operation, but the user cap and limited AI allowance may push growing teams toward a paid plan.
Plus costs $250 per month when billed monthly or $200 per month when billed annually. It raises the limit to 5 users, includes unlimited AI estimating, and supports up to 50 cards. The annual rate is the lower-cost route for a team that expects to use the plan over the year; monthly billing costs more but does not require that annual term.
Scale is shown at $400 / mo and $500 / mo, with the plan comparison not clarifying which billing periods those amounts represent. It supports up to 10 users and adds lien waiver management, compliance tracking, and cost-plus invoicing. These are relevant additions for contractors with those needs, but the unclear billing basis makes it harder to compare against Plus.
Enterprise has custom pricing and includes unlimited users, unlimited cards, and unlimited onboarding. Direct phone support is listed for Scale and Enterprise; Beam also offers email and chat support, with contact hours Monday through Friday, 8am–6pm PST.
Platforms
Beam is web-based, supports major desktop browsers, and works on mobile devices. That suits teams coordinating across office and job sites, without a separate desktop platform to install.
Who it's for
Beam is purpose-built for small and midsized contractors, including home builders, remodelers, specialty trade contractors, and commercial general contractors. It is a stronger fit for businesses seeking estimating, project workflows, and financial tools together than for buyers who only need one narrow function. Contractors should weigh team size, AI estimating needs, and transaction fees before settling on Core or a paid tier.
Pros and cons
- Pro: Estimating, project coordination, and financial workflows sit in one product, which can reduce the need to manage those tasks across separate tools.
- Pro: Core includes unlimited estimates, projects, invoices, and payments at no subscription cost, making it a viable entry point for a team of up to two users.
- Pro: Plus removes the AI-estimate quota and raises the user limit to five, which addresses two of Core’s most important constraints.
- Con: Core allows only two users and five free AI estimates, limiting its appeal for larger teams or frequent AI-assisted estimating.
- Con: ACH transfers cost $5 and credit card payments cost 3%, so payment volume and customers’ preferred methods can affect operating costs.
- Con: Scale’s $400 / mo and $500 / mo prices are not tied to billing periods, leaving a key cost comparison unresolved.
Alternatives
Home Builder Software is a category directory for comparing options in that field. Consider Buildxact if its free Go plan’s five complimentary credits, AI estimating, professional proposals, and Home Depot material ordering better match your needs; it also offers a free trial and Android and iOS apps alongside web access. BuildBook is another freemium option with a free trial and Android, iOS, and web platforms. Choose Hyphen CRM if you want a paid CRM option and are prepared to request a demo for pricing.
ClickHome may suit teams seeking a paid, multi-platform option with a free trial; its Connect plan is an optional add-on to Cloud at $100 per month. For custom home builders and remodelers considering a paid construction-management platform, BuildTools Bidding starts at $499 per month on a 12-month commitment billed monthly, with guided onboarding included. NEWSTAR is a paid web-based alternative.
Build Method is a paid alternative with a free trial and Android, iOS, and web access; its 1 User plan costs $99 per month, billed annually at $1,188, and includes unlimited projects, customers, and vendors with all features. CPro360 is another paid option with a free trial and Android, iOS, and web access.
Verdict
Beam is a compelling fit for small and midsized contractors who want estimating, project coordination, and financial workflows together, and Core offers a no-subscription way for a two-person team to start. Look elsewhere if Core’s user and AI-estimate limits are too restrictive, if payment fees undermine your preferred transaction mix, or if you need clearer Scale pricing before committing.
Getting started
- Visit https://www.trybeam.com/.
- Use Beam on a major desktop browser or mobile device.
- Start with the Core plan, which has no subscription cost and supports up to two users.
- Move to Plus for up to five users and unlimited AI estimating; it costs $250 per month billed monthly or $200 per month billed annually.
- Complete identity verification if the business will process payments.
Limits worth knowing
Core supports up to two users and includes the first five AI estimates. Plus costs $250 per month billed monthly or $200 per month billed annually; it supports up to five users and unlimited AI estimating.
Questions
Does Beam have a free plan?
Yes. Core has no subscription cost, supports up to two users, and includes five AI estimates.
What does Plus cost?
Plus costs $250 per month when billed monthly or $200 per month when billed annually.
What platforms does Beam support?
Beam is web-based and supports major desktop browsers and mobile devices.
Does Beam integrate with QuickBooks Online?
Yes. It also lists CompanyCam, busybusy, Dash Solutions, RenoFi, and XactRemodel as partners.
What payment fees does Beam list?
ACH bank transfers have a $5 flat fee, and credit card payments have a 3% fee that can be passed on to the customer.
Who is Beam for?
Beam says it is purpose-built for small and midsized contractors, including home builders, remodelers, specialty trade contractors, and commercial general contractors.
Alternatives to Beam
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Buildxact
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ConstructionOnline
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BuildBook
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Build Method
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ClickHome
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Buildern
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