Professional services automation software made in Canada, trusted globally

End-to-end professional services automation software to plan capacity, deliver projects, and bill accurately, with data hosted securely in Canada and local support.

Project Management Software for Professional Services Teams

Trusted by Canadian and global businesses

Why choose Birdview PSA for your business in Canada?

Birdview PSA is a Canadian company headquartered in Toronto, with employees across Ontario, Alberta, and Nova Scotia.

Data hosted in Canada

Your data stays secure with Canadian-based hosting, ensuring compliance with local regulations.

Implementation and support in Canada

Get local expertise and dedicated support to ensure a smooth implementation and ongoing success for your business.

Seamless integration

Easily connect your favorite Canadian and global accounting, CRM, and HR tools for a smooth workflow.

Streamline every stage of your service delivery project lifecycle

From sales handoff and resource allocation to invoicing, Birdview PSA connects sales, delivery, resourcing, and project financials in one platform.

Sales engagement and project intake

Automate the sales-to-delivery hand-off

Turn won opportunities into ready-to-run projects without manual re-entry.

Auto-create projects when deals are marked won
Standardize intake with customizable service-line forms
Reduce errors and speed up project kickoff

Explore sales-to-delivery hand-off

Create accurate estimates and proposals

Build estimates from real capacity and rates, then generate client-ready proposals.

Plan budgets, timelines, and staffing in one structured plan
Align estimates with real capacity and billable rates
Automatically generate proposals and contracts with key project details

Explore project estimation

Project and resource planning

Keep projects on schedule

Plan phases, tasks, and dependencies so timelines adjust when work changes.

Build work breakdowns with timeline and board views
Coordinate cross-functional work with priorities and owners
Link related tasks to keep schedules up to date

Explore project management

Click on the Tabs

Table View
Gantt Chart View
Kanban View
Calendar View

book resources in resource planning screen

Plan resources and balance team workloads

Plan and allocate your workforce with clarity so your services teams can deliver client work without overloading key contributors or leaving capacity unused.

Reserve key people ahead of time for upcoming work
Assign by role, certification, skill, and real-time capacity
Spot overbooking and underutilization early

Explore resource management

Financial management

Control budgets, costs, and margins

Track financials in real time to protect profitability across engagements.

Monitor budget, cost variance, WIP, and projected margin
Capture time and expenses from anywhere with approvals
Use rate cards to set customer, role, and project rates

Explore cost and budget tracking

Streamline invoicing and accelerate cash flow

Simplify client billing with flexible invoicing tools that connect directly to your project and financial data.

Invoice projects directly within the platform
Pull in approved time logs, expenses, or flat fee activities
Customize invoices with additional line items to meet specific requirements
Preview, print, or save as a PDF
Connect your favorite financial, ERP, or accounting systems

Explore billing and invoicing

Custom reporting and project insights

Real-time delivery and financial insights
See schedule health, utilization, and margin trends across the portfolio.
- Flag missing updates before they become problems
- Track schedule drift and budget variance in real time
- Prioritize projects by value, risk, and strategic impact
Explore business intelligence
Actionable insights into resource capacity and utilization
Forecast demand and balance workloads with planned vs actual visibility.
- Compare demand against capacity to guide hiring
- Visualize workload distribution across teams
- Track utilization trends tied to profitability
Profitability analysis across the portfolio
Understand where margins are made, lost, or at risk.
- Compare forecasted, planned, and actual results
- Segment work by customer, service line, or project type
- Surface risks that can affect revenue recognition

Keep your professional services data hosted in Canada

Support data sovereignty and client confidentiality requirements by hosting sensitive project and financial data in Canada.

Store project, resource, and financial data in Canadian data centers
Align with federal and provincial data residency and privacy regulations
Minimize risks tied to cross-border data access and storage
Maintain full control over how your firm’s operational and client data is governed

Explore security and compliance