Stop running your services business on spreadsheets
Birdview PSA brings projects, resources, time, and project finance into one platform — so you know who is billable, who is available, and what every engagement will earn before the quarter closes, not after.
4.5/5 on Capterra reviewsTrusted by industry leaders
“A single source of truth has streamlined our management process.”
“The most important outcome from Birdview PSA is happier resources.”
“We now have transparency around budgets and profitability, and we developed a target profitability metric for project teams to work towards.”
One AI-powered platform orchestrating your entire services delivery
From opportunity to optimization, Birdview PSA connects people, projects, and financials so work flows, outcomes are visible, and every handoff moves forward automatically.
Managing internal projects?
Explore Birdview ProjectsWhat breaks when services firms scale
Three patterns we see in every services firm that comes to us. If two of them sound familiar, you've outgrown your stack.
Resource visibility is a black box
Nobody can answer "who's available next Tuesday?" without pinging four people. Utilization is a guess. New work gets sold to people who are already overbooked.
Project profitability shows up too late
By the time finance closes the books, the project is done. You learn it lost money in retrospect. There is no early warning before margin slips below zero.
The stack is held together with Excel
Time tracking in one tool, project plans in another, billing somewhere else, reports rebuilt every month from CSV exports. The COO's calendar fills up with reconciliation work.
Sound familiar?
See how Birdview PSA solves this
Three questions every services
leader asks, answered
"Do we have resources to take on this project?"
A live workload view, by person and by week.
Drag work to balance the team. Spot overbooking before it becomes a fire.
- Capacity vs. demand across active and upcoming projects
- Skills-based suggestions for who should staff what
- Hiring forecasts 60–90 days out
"Which projects are bleeding margin?"
AI-powered EAC and margin alerts, in real time.
EAC, actuals, and committed costs in one view. The moment a project trends below margin, you know — not a month later when finance reconciles. No more "we lost money on that one."
- Estimate-at-Completion tracking on every project
- Budget burn alerts before they breach
- Per-project margin without rebuilding spreadsheets
"Are we capturing all the billable hours?"
Time entry your team actually completes.
Fast entry from desktop, mobile, or your calendar. Approvals that don't require a chase email. Time flows automatically into project budgets, invoice prep, and reports.
- Mobile, desktop, and calendar entry with weekly approvals
- Auto-flow to invoicing and project actuals
- 20 free guest seats for client collaboration
AI that works, for people who deliver
Birdview's AI is built around how project teams actually deliver: generating plans, matching people, forecasting outcomes, answering questions, and (soon) doing the chasing for you. No setup. No prompt engineering. It works on the data already in your account.
Project Plan Assistant
Type a project name. Get a full work breakdown structure with parent tasks and sub-tasks tailored to your industry. Start delivering in minutes, not days.
Resource Assistant
Replace placeholders with the right people, matched by role, skill, availability, and hourly rate. Start with soft allocations, confirm when projects are approved.
Completion Forecast
Proprietary ML predicts your most likely project end date based on your team's actual history with similar work. Confidence ranges included, not guesses dressed as numbers.
Message Assistant
Write faster, summarize long threads, fix grammar, and adjust tone, directly inside the workspace where the work is happening.
Project Chat Assistant
Ask questions about any project in plain English. "What's blocking the Acme launch?" or "Who's overbooked next week?" Get grounded, sourced answers from your live project data.
AI Agents Coming soon
Your AI project manager. Catches risks before they slip, sends your morning briefing, and pings the right people on Slack or Teams when an answer is missing, so status meetings become optional.
Enterprise-grade security. Your project data is never used to train external AI models.
We were running governance meetings off six spreadsheets. Two months after Birdview, the spreadsheets were gone and our PMs were spending their time on the projects, not the reporting.
Your services data, ready to decide on
250+ ready-to-use interactive reports and dashboards covering project performance, finances, resource utilization, capacity planning, time tracking, and more. All live the moment you sign in, all drillable to the source row, all extensible by your data team.
Enterprise-grade security, built for services firms
SOC 2 Type II audited. Single sign-on, SAML, and granular role permissions in every plan. Your data hosted in the region you choose, with single-tenant deployments available when your security team asks for them.
Teams that switched. Results that speak
Results from firms that moved their operations to Birdview.
Almost 100 salaried hours and 39 days were trimmed from the schedule using Birdview PSA.
The most dramatic improvement has been that the duration of our high volume projects has decreased by 30%.
Being able to collect data from multiple systems and house it in one place where everyone can see it is extremely valuable.
We've completed twice as much work in the same amount of time compared to the previous year.
Onboarding and Implementation
A named team owns your rollout, not a help article. You'll have a real human in charge of your account from kickoff through go-live and well beyond. We're heavily invested in your success.
- Tailored adoption plan with your goals, success KPIs, and milestones
- System setup: users, roles, permissions, custom fields, workflows, saved views
- Project templates built alongside your project managers
- Live training tailored to end-users, PMs, and executives
- Monthly adoption reviews and quarterly business reviews
- Workflow analysis and recommended configuration for your firm
- Data import validated, mapped, and migrated by your team
- Dashboards & reports designed to your specifications
- Train-the-trainer programs for larger teams
- Ad-hoc consultations for the life of your account
Coming from spreadsheets or MS Project?
Bring projects, resources, time, and project finance into one live system. Migrate from Excel or Google Sheets in week one. No more pivot tables on Monday mornings.
Real-time collaboration, modern resource planning, and integrated project finance, without the desktop client. Existing project structures and dependencies migrate cleanly.
See the comparisonComing from Monday, ClickUp, Asana, or Wrike? Birdview adds the resource planning, project finance, and utilization tracking that generic PM tools don't natively cover.
Things services leaders ask before they buy
How long does implementation actually take?
Most PSA Team customers are live in 4–6 weeks. PSA Enterprise rollouts with custom integrations take 8–12 weeks. You get a named implementation lead and a week-by-week migration plan on the second sales call, not after the contract.
We're currently using another PM tool. How does migration work?
We have documented migration paths from the most common PM and PSA platforms. We import projects, tasks, and time entries directly. Custom fields and tags get mapped during implementation. Most teams run both systems in parallel for two weeks before cutting over.
Do you have built-in invoicing?
Yes. Birdview PSA includes built-in invoicing for time-and-materials, fixed-fee, milestone, and retainer engagements. You can also continue to use QuickBooks, Xero, NetSuite, or Sage Intacct as your accounting system of record. Most customers do both: prepare invoices in Birdview, push them to accounting for AR and reconciliation.
Where does our data live?
Multi-region hosting across USA, Canada, or Europe, with single-tenant deployments available for regulated industries. SOC 2 Type II audited. SSO via Okta, Microsoft Entra ID, Google. We discuss regional preferences during the security review.
What's the difference between Birdview PSA and Birdview Projects?
Birdview PSA is for firms that sell billable services and need resource planning, project finance, and utilization reporting. Birdview Projects is for internal teams managing portfolios of internal projects without the billing math. Compare both →
See your services business in one view
30-minute demo with a real PSA specialist. We look at your current stack, your team structure, and where you'd actually save hours. No deck.
