Beam AI

Turns a standard operating procedure into an agent that runs the process with approvals on critical steps.

Software you sign up for or install and run yourself. Submitted listing, not yet checked. Nothing on this page is sponsored.

What it does

Beam AI is an enterprise platform that turns standard operating procedures into agents that run routine processes in finance, HR and operations. You upload the rulebook, the platform builds the agent without code, and it works through the process using more than 1,000 prebuilt integrations to systems such as SAP, Salesforce and DATEV, with custom connectors for legacy systems. Critical tasks can require human approval while the rest runs on its own. Pricing is not published.

Type
Software product
Pricing
Pricing not published
Setup
Needs configuration
Access
Web app
Human review
Review is optional
Integrations
SAP, Salesforce, DATEV
Vendor
Beam AI
Website
beam.aiChecked 23 September 2026
Listed
23 September 2026

You provide

  • A standard operating procedure or rulebook
  • Connected business systems

You receive

  • Completed process steps
  • Records updated in connected systems

How the work runs

  1. 01

    Upload the SOP

  2. 02

    Beam builds the agent

  3. 03

    Connect systems

  4. 04

    Set which tasks need approval

  5. 05

    The agent runs and improves with use

Before it is handed over

Review is optional. The work is accepted only when each of these is recorded.

  • Critical tasks require human approval

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