Project, resource, finance management platform
for growing teams

Birdview gives you the tools you need now and scales with you as your business grows

  • Full visibility
  • Centralized data
  • Effective collaboration
Hexagonal dashboard interface showing financial metrics, resources allocation with progress bars, and project details. Visual icons represent areas like project management, finances, resources, and other tools
Our Products

For internal teams seeking to enhance their project management and collaboration

Key features

  • Project & portfolio management
  • Resource planning & scheduling
  • Time tracking & project budgeting
  • Collaboration & approvals
Learn more

For professional services companies aiming to streamline their entire delivery

Key features

  • All project & resource management tools
  • Time, expenses & cost tracking
  • Project accounting & flexible billing
  • Free сlient portal
Learn more
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Why high-growth companies choose Birdview's solutions

Single source of truth

Gain visibility into multiple ongoing projects

Get a bird’s eye view into all your projects, resources, and financial KPIs from a single screen.

Birdview replaces dozens of spreadsheets and gives you easy visibility into past performance, current work, and future demand.

Provide your team and stakeholders with a single south of truth, save time, and help your team get more work done.

Dashboard illustration with connected charts, user avatars, and pie graphs displaying project progress and resource allocation. The central icon represents a user, and various project-related metrics are displayed around it, indicating workflow and task tracking
Circular dashboard showing task progress for three users, each represented with an avatar and percentage bars indicating progress. Surrounding the circle are icons representing time allocations for various activities like coffee breaks, exercise, and travel, with hours labeled

Reliable forecasting

Maximize resource utilization

Empower your business with efficient resource management. Reliably forecast demand and team capacity to ensure uninterrupted service delivery and rapid growth.

Optimize resource allocation by department skills and job roles to build profitable and efficient teams. Resolve conflicts to address competing demands and ensure required resources are available.

Boost collaboration

Centralize all collaboration activities in one place

Birdview keeps all work-related communication within the context - projects or tasks, so it’s easy and quick to find relevant data when you need it.

Customers and internal stakeholders can review, comment on, and approve work within Birdview thus shortening approval cycles and keeping auditable history.

Knowledge sharing and new employee onboarding become so much easier too.

Illustration of a message board interface showing a conversation with file attachments, a request for approval, and AI-driven writing assistance options such as improving writing, summarizing, and changing tone
Illustration showing three vertical progress cards, each with project and task completion percentages. An upward arrow connects the cards, symbolizing growth or progress over time. The third card features a pie chart showing different project allocation percentages

Scale on demand

Get software that scales with you

Start with just the functionality you need and add more modules as your business grows. Birdview's flexibility allows you to enhance, customize, and modify the software according to your changing needs.

Focus on business development instead of software infrastructure issues.

Build a single source of truth, and operate with full confidence

Even more powerful
Birdview's project management features

Harness the strength of strategic resource planning

Birdview offers full suite of resource and capacity management capabilities: from strategic resource planning and allocation to tactical workload management. The AI-based Team Builder will automatically match open job roles to available employees or contractors with the right skills.

Resource planning dashboard displaying project assignments, skills, scheduled and allocated hours for team members. A visual timeline shows task progress, overscheduled hours, and workload distribution for projects

Integrate Birdview with 5000+ apps

Seamlessly connect and synchronize Birdview with your favorite business tools, including QuickBooks, MS Outlook, Jira, Salesforce, Hubspot, Adobe Creative Cloud, and other tools.

Illustration showing over 5,000 integrations, featuring popular platforms like Slack, Office 365, Gmail, Outlook, OneDrive, QuickBooks, MS Project, Excel, Salesforce, and Jira

Create your ideal workspace

Birdview offers a wide variety of customization options to organize any workflow you need at every stage of your delivery cycle.

Set up and customize views, fields, intake forms, templates, etc.

Connect and synchronize Birdview with other tools from your workflow.

Align your workflows with the methodologies you use

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Leverage AI-powered project management

Experience the transformative power of Birdview’s AI Assistant. Thanks to its proprietary machine learning and AI algorithms, Birdview can predict the project completion time, streamline interactions, and automate project template creation.

Dashboard displaying an AI forecast with a 75% accuracy rate and a graph showing likely and least likely project end dates. Below it, a project list shows task statuses and dependencies. On the right, AI writing assistance options are visible, including improving writing, summarizing, and changing tone

Forecast and make informed decisions

Empower your management team with Birdview’s integrated Business Intelligence engine, boasting over 300 pre-configured dashboards and reports. This all-encompassing analytical suite delivers instant insights into resources, projects, finances, time tracking, and forecasting.

Projects Review Dashboard displaying pie charts for portfolio, project status, team lead, project health, schedule, and budget. Below the charts, a table lists project details including team lead, portfolio, status, and progress

Manage multiple projects from a single space

Group your projects into portfolios to enable accurate budgeting, detailed analysis, and effective prioritization of various initiatives at once. Gain an overarching perspective of all tasks within these portfolios to achieve your company's strategic vision.

Work in Progress dashboard showing a list of projects, assignees, portfolios, progress percentages, and statuses like

Promote collaboration across team members and clients

Make communication within the team as efficient as possible and engage your clients and ensure full transparency using the free client portal. Send completed work for approval, comment, mention colleagues, attach files to tasks, and leave annotations directly on attached images.

Collaboration interface showing conversations between team members, file sharing, approval requests, and AI writing assistant options like summarizing and changing tone. Users are sharing documents and asking for approvals with AI-assisted writing tools

Track, manage, and optimize your financial health

Establish financial objectives and monitor expenses closely to ensure you always remain on budget.

Keep tabs on both billable and non-billable hours, implement adaptable billing practices, and leverage integrations to streamline the invoicing process.

Finance dashboard displaying actual cost, actual billing, ETC cost, EAC cost, and EAC billing. A bar chart below compares labor cost and expenses with labeled amounts such as $108,780 for actual cost and $113,900 for actual billing

Unlock insights into your team's workload

Track time in a manner that suits your team best. Get a comprehensive overview of your team's workload and efficiency and gain invaluable insights into how work hours are allocated across projects and tasks.

Time tracking dashboard displaying project filter options, a task list with status, project, and customer columns. On the right, a weekly calendar view shows time entries for each task, with durations like 4:00 and 8:00 hours logged for specific activities
Support

Industry-leading onboarding,
implementation, and support

  • Setup tailored to your business processes
  • Existing data migration
  • Personalized training program
  • Integration with your existing tools
  • Dedicated account manager
  • Customized reports and dashboards

“... I highly recommend the implementation “Path to Success” Program. With everything else we had going on, Birdview Success Coach made getting started much easier.“

Laura Goldstein, Marketing Director
Three award badges from G2 for 2024: 'Best Support' for Mid-Market, 'Easiest to do Business With' for Enterprise, and 'Highest User Adoption' for Mid-Market

What experts and Birdview clients are saying...

37% Increase in productivity

We use a lot of (BI) data for external customers on the fly

“Visibility and access to information have caused a cultural shift. We use a lot of (BI) data for external customers on the fly – It provides a tremendous amount of help.”

View Case Study
Journal Cominiateion Inc logo
Journal Cominiateion Inc logo

We can lead the entire cross disciplinary process

“Almost 100 salaried hours and 39 days were trimmed from the schedule using Birdview PSA project and resource management software to document and lead the entire cross disciplinary process.”

Susanna Baxter Product Designer
30% Decrease in project duration
advanced logo

The duration of our projects has decreased by 30%

“The most dramatic improvement has been that the duration of our high volume projects has decreased by 30% since we started using Birdview PSA.”

William Tucker Director of Technical Services
Justin Smith
IMS logo

We’re able to adhere
to the deadlines

“Projects have definitely become easier to manage and they're a lot more accurate in as far as adherence to our project timelines. Our clients are more satisfied, we’re able to adhere to the deadlines that have been set a lot better.”

Justin Smith Project Manager
60% Increased productivity
century-link

We’ve increased our productivity by 60%

“We are comprised of multiple companies, so being able to collect data from multiple systems and to house it into one system where everyone can see it is extremely valuable. We’ve increased our productivity by 60%.”

Eric Baker Sr. Manager Service Delivery
IMS logo
Messiah

Birdview increased our productivity and communication

“As a project manager overseeing 700+ projects yearly, Birdview has been essential for prioritizing workload, customizing tasks, and boosting productivity. It's been our go-to system, continually improving based on customer feedback.”

Karen Garlinger Marketing and Communications Project Coordinator
99% More productive since using Birdview PSA
life-care-services logo

We’re 99% more productive since using Birdview PSA!

“We’ve completed twice as much work in the same amount of time compared to the previous year. We’re 99% more productive since using Birdview PSA!

Stacie Hayes Community and Project Integration Manager
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The visibility you need,
the confidence you deserve

Award winning Award winning Award winning
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