Pulsari Builders simplified project expense tracking and construction draws without additional headcount.

Before Beam, managing project expenses was chaotic. We had multiple people making purchases across different jobs, and trying to track down every single receipt was exhausting. It required constant follow-up to make sure we stayed compliant and nothing got lost. When it came time to bill clients or submit paperwork for annual audits, pulling together all the documents took hours if not days.

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We also struggled with tracking lien waivers and releases from vendors. We needed the signed paperwork to pay people, but getting them to actually submit everything on time was a constant battle. It wasn’t just inefficient—it was unrealistic.

With Beam, this all changed. The Beam Card made it easy to give purchasing power to team members while keeping everything organized. Every charge is now tied to a project, and our cardholders are automatically notified to upload a receipt after each purchase. We don’t have to hunt anything down—it’s all right there.

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The automated lien waiver and release functionality has been a huge win. I can easily set waiver requirements by project and turn them on with one click. Vendors can’t get paid until they sign, and Beam makes it easy to send, track and collect e-signatures.

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I also really appreciate how Beam’s budgeting view mirrors AIA G703 forms. I can create invoice batches that align with how banks and developers want to see the data, and every document—receipts, photos, signed waivers—gets zipped up and attached. That used to be such a manual process, but now it’s all there at my fingertips.

Thanks to the Beam Card, lien waiver management, and invoicing tools, we’ve saved as much time and effort as it would take two to three full-time employees. What would normally require dedicated roles to manage—chasing receipts, collecting waivers, preparing invoices—is now handled seamlessly in Beam.

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What used to take days now takes minutes. The whole system just works, and it’s not just about automation. It’s about actually being able to produce results without all the friction we were dealing with before. I genuinely love the platform!