On the recordRead 15 Oct 202646 facts
Beam
San Francisco, California, United States
Plans and prices
Core
Free
Up to 2 internal users · 5 AI estimates · unlimited estimates, projects, invoices and payments · client portal
Read 15 Oct 2026 · trybeam.com
Enterprise
Priced on request
Unlimited users · custom permissions · custom data imports and implementation · advanced compliance
Read 15 Oct 2026 · trybeam.com
Plus
Priced on request
Up to 5 internal users · unlimited AI estimating · e-signatures · SMS
Read 15 Oct 2026 · trybeam.com
Scale
Priced on request
Up to 10 internal users · lien-waiver management · compliance tracking · cost-plus invoicing
Read 15 Oct 2026 · trybeam.com
On the record
- AI documentation
- Help articles cover supported upload file types, files over 50MB, prompting, pricing accuracy and team estimating rules.faq.trybeam.com · read 15 Oct 2026
- AI estimating
- Its AI Assistant drafts and edits professional estimates and proposals from construction plans.trybeam.com · read 15 Oct 2026
- Availability
- Beam says it supports major desktop browsers and mobile devices.trybeam.com · read 28 Sep 2026
- Bill payment
- The platform supports vendor and subcontractor bill payment with approval workflows.trybeam.com · read 15 Oct 2026
- CompanyCam integration
- The Help Center documents an integration connecting Beam with CompanyCam.faq.trybeam.com · read 15 Oct 2026
- Company headquarters
- LinkedIn lists Beam’s headquarters in San Francisco, California.linkedin.com · read 15 Oct 2026
- Company size
- LinkedIn lists Beam as privately held with 11–50 employees.linkedin.com · read 15 Oct 2026
- Daily logs and tasks
- Project tools include daily logs, schedules, tasks and client updates.trybeam.com · read 15 Oct 2026
- Digital signatures
- The product supports client approvals through digital signatures.trybeam.com · read 15 Oct 2026
- Email tracking
- Beam tracks proposal email opens so contractors can time follow-ups.trybeam.com · read 15 Oct 2026
- Estimating
- Its AI Assistant turns plans, takeoffs, or notes into professional proposals and learns a contractor’s pricing and style.trybeam.com · read 28 Sep 2026
- Expense management
- Beam provides project expense tracking and Visa cards for field spending.trybeam.com · read 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.trybeam.com · read 15 Oct 2026
- Financial tools
- The product suite includes invoicing and online payments, bill payment, expense management, job costing, and lien waiver management.trybeam.com · read 28 Sep 2026
- 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.trybeam.com · read 28 Sep 2026
- Help documentation
- Beam’s Help Center contains sections for setup, estimates, bill payment, integrations, invoicing, compliance, cards and account settings.faq.trybeam.com · read 15 Oct 2026
- Identity verification
- Beam requires payment-processing businesses to pass federal Know Your Customer and Know Your Business checks.trybeam.com · read 15 Oct 2026
- Integrations
- Beam integrates with QuickBooks Online and lists partners including CompanyCam, busybusy, Dash Solutions, RenoFi, and XactRemodel.trybeam.com · read 28 Sep 2026
