End-to-end PSA solution built to optimize
service delivery

Birdview PSA is professional services automation software designed for service providers to streamline project and resource management, cost tracking, and project billing within a single platform.

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A User is one of the following:

Project or Team Manager: Creates projects. Allocates resources. Manages schedules. Assigns due dates. send reports, etc.

Contributor: Completes assigned work, shares files, tracks time, provides updates to tasks.

Sr. Manager/Executive: Reviews reports or dashboard(s).

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Streamline every stage of your service delivery project lifecycle

From sales handoff and resource allocation to invoicing, Birdview PSA professional services automation software supports every step of your client project.

See how PSA software works

Sales engagement

Automate the sales to delivery hand-off

BirdviewPSA software offers a seamless hand-off between sales and service delivery teams.

Automatically launch new projects once the lead is qualified using Birdview and your CRM integration.
Customize and automate any intake process using our intake forms.

book resources in resource planning screen

Leverage strategic resource planning

Access all the tools you need to accurately forecast team capacity and plan resources effectively.

Book resources ahead to ensure smooth project execution and timely delivery.
Allocate resources based on priorities, roles, skills, and availability.
Run “What-If” scenarios to forecast capacity, identify skill gaps, and anticipate outcomes.

Explore resource planning

Resource management

Maximize your team's efficiency

Always keep control of the resource capacity across existing and future projects:

Monitor and manage team workload across projects
Identify resource capacity and risks of under- and overloading
Predict your workload months in advance

Explore resource scheduling

Financial management

Gain real-time visibility into project revenues and profits

Get budget, cost variance, estimated profitability, work in progress, internal cost, and other metrics at your fingertips with Birdview PSA.

Track time and expenses anytime, anywhere
Setup financial targets and goals
Utilize flexible billing by resource, job, hour, or fixed costs
Set up custom rates by roles, specialists, projects, and customers using rate cards

Birdview project risk management tool screen

Financial management

Speed up your invoicing and get paid faster

Simplify the billing process with accuracy, flexibility, and seamless integration into your project workflows.

Invoice projects directly within the platform
Pull in time logs, expenses, or flat fee activities
Tailor invoices to meet client-specific requirements by adding custom line items
Preview, print, or save as a PDF
Connect your favorite financial, ERP, or accounting systems

Explore project billing and invoicing

Analyze and forecast better with Business Intelligence

Visualize your projects’ performance
An invaluable professional services automation solution for executives striving to stay informed on all existing projects. These daily reports identify and display:
- Projects with missing information
- Schedule and budget variance
- Portfolio health
- Project prioritization based on estimated value and associated risks
Get insights into your finances
Have a central view of your organization’s finances. Use our financial reports and dashboards to:
- Compare estimated and actual costs
- Review profitability and expected revenue
- Filter and aggregate projects by multiple data points
- Get insights into your work estimates and project time spent
Accurately identify and prevent risks
Gain insight into the scheduled performance of your projects, activities, and milestones.
- Identify and measure your project’s KPIs and check whether you meet the needs of your clients using project scorecards
- Spot and prevent risks and identify project trends with project performance reports
- View your organization’s project data at every level using project status reports
Explore business intelligence

Even more powerful PSA features

Accurately track time from anywhere

Track time in a way that suits you best
Obtain detailed reports on time logs and billable/non-billable resource utilization
Mark hours as billable or non-billable to streamline invoicing

Integrate with 6,000+ of your business tools

Boost your professional services team performance using our pre-build integrations with 6000+ of your favorite tools. No need to switch between the applications. Save your team’s time for what matters the most - your customers.

See all integrations

Streamline your workflow with the AI Assistant

Receive intelligent forecasts based on data analysis
Build the most efficient resource allocation using AI recommendations
Сreate complete plans in seconds

Always keep your finger on the pulse

Access a report hub featuring over 250 reports and dashboards
Customize views to prioritize the information most relevant to you
Monitor progress with real-time updates and alerts

Prioritize your workload flawlessly

Manage and analyze multiple projects simultaneously
Utilize advanced filtering options to find specific projects or metrics quickly
Drive decision-making with visual reports and performance indicators

Make teamwork easy

Break the silos and connect your teams within a single PSA software.

Gather all necessary data within your projects or tasks
Quickly approve documents and mention collaborators for faster feedback
Utilize AI functions to streamline your writing processes

Explore team collaboration

Bring clients on board

With the Birdview PSA software, stakeholders can effortlessly engage in all essential processes.

Keep your clients always informed
Allow stakeholders to join discussions, review files, and approve results
Add unlimited guest users, free of charge

Explore client / guest portal

What experts and Birdview clients are saying...

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

Susanna Baxter Product Designer

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.”

William Tucker Director of Technical Services

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.”

Justin Smith Project Manager

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.”

Eric Baker Sr. Manager Service Delivery

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%.”

Karen Garlinger Marketing and Communications Project Coordinator

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.”