AI-powered PSA software for professional services

Beyond standard PSA

Built for complexity basic PSA can’t handle

Birdview goes beyond standard PSA by connecting live resource planning, delivery automation, BI reporting, and financial control in one workflow.

Full PSA automation

Automate work from CRM handoff to invoice, eliminating manual gaps between sales, delivery, and billing.
Smart resource planning

Plan capacity with live skills, availability, workload, and pipeline demand before teams are overloaded.
Advanced BI reporting

Turn delivery and financial data into live dashboards that surface risks before they become problems.
Complete financial control

Track budgets, margins, and billing in real time. Know project profitability before the quarter ends.

End-to-end PSA workflow

Advanced PSA workflow from deal to cash

From CRM handoff to final billing, connect your entire PSA lifecycle in one seamless workflow.

Turn deals into ready-to-start projects

Auto-create clients and projects from your CRM
Carry scope, milestones, budgets, and staffing needs into delivery
Build accurate estimates with timelines, budgets, and real-time resource availability
Generate proposals from project plans, schedules, milestones, and budgets

Know exactly who can take on new work, and when

Allocate by role, skill, availability, and workload
Simulate capacity before committing to new work
Spot skill gaps across the pipeline before they cause delays
Balance active and upcoming demand before teams are overloaded

Catch delivery issues before the client does

Track schedule variance, budget variance, and utilization in real time
Use AI to flag risks and summarize project status automatically
Keep tasks, documents, and decisions in one shared workspace
Act on early signals before small issues reach the client

Bill accurately before revenue gets stuck

Track time, expenses, budgets, costs, and margins in real time
Support time-and-materials, fixed-fee, and milestone billing
Use rate cards and financial targets to keep project finances on track
Turn approved work into accurate invoices without manual updates

✨ You lead. AI assists

AI assistants that help your team plan, staff, forecast, summarize, and answer project questions in one secure delivery platform.

Explore AI assistants

Enterprise-grade security. Your project data is never used to train external AI models.

Project plan assistant

Generate tasks, subtasks, and project structure from a simple prompt.

Resource assistant

Assign the right people based on skills, availability, workload, and cost.

Completion forecast

Forecast project end dates using historical delivery data and confidence ranges.

Message assistant

Draft updates, summarize threads, and adjust tone directly in the workspace.

Project chat

Ask questions in plain English, get sourced answers from live project data.

The right view for every stakeholder

Keep teams, leaders, and clients aligned around live progress, emerging risks, and the next action that matters.

Portfolio and delivery control

Group projects by client, team, KPI, risk, or priority
Balance priorities against capacity, timelines, and business goals
Monitor portfolio health, workload, and financials in one view
Catch risks before they spread across the portfolio

Executive insights and financial BI

Use 300+ dashboards and Power BI insights
Track profitability, utilization, revenue, and capacity trends
Build executive-ready reports from delivery and finance data
Spot financial risks before the quarterly review

Capacity and workload visibility

View capacity by role, skill, availability, workload, and cost
See resource conflicts across active and upcoming client projects
Compare current assignments with future project demand
Spot overload, underuse, and skill gaps before they affect delivery

Client portal and collaboration

Share project updates, files, and decisions in one client workspace
Keep approvals, comments, and documents connected to the work
Give clients controlled access to key project information
Reduce scattered emails and routine status calls

Enterprise-ready foundation

Secure, connected, and ready to launch

Success, measured

50% Increase in revenue

The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the work being done.

>80% Of tasks completed on time

Birdview PSA has centered our team and is increasingly having that effect on other teams in our business.

1,700 Hours saved per year

We were able to standardize our processes through every stage of the project life cycle while tailoring the system to fit our needs.

15% More projects on-budget & on schedule

With Birdview PSA, every consultant is using the same system, which adds more discipline to our approach to projects.

See predictable delivery in action

30-minute live walkthrough. Tailored to your workflows.

Frequently Asked Questions

Everything you need to know about Birdview PSA and how it helps professional services organizations deliver with confidence.

Who is Birdview PSA built for?

Birdview PSA is built for professional services teams that manage client delivery, including IT services, consulting, engineering, implementation, onboarding, and other project-based service organizations.

It is a strong fit for teams that have outgrown task tools, spreadsheets, or disconnected systems and need better control over projects, resources, financials, billing, reporting, and client collaboration.
How does Birdview PSA support the sales-to-delivery handoff?

Birdview PSA connects CRM data to project delivery, so scope, estimates, timelines, budgets, and staffing details carry into delivery without manual re-entry.

Teams can auto-create clients and projects from closed deals, build estimates with real-time resource availability, and generate proposals from project plans, so nothing gets lost between sales and kickoff.
How does Birdview PSA help with resource planning and demand forecasting?

Birdview PSA helps teams plan resources based on role, skill, availability, workload, utilization, and project demand.

Resource managers can see who is available, who is overloaded, where skill gaps exist, and how active and upcoming work affects capacity.
How does Birdview PSA handle project financials and billing?

Birdview PSA tracks time, expenses, costs, margins, billable work, and invoices in the same platform where delivery happens.

Teams can support time-and-materials, fixed-fee, and milestone billing, use rate cards to keep project finances on track, and turn approved work into accurate invoices without manual updates.
Does Birdview PSA integrate with our existing tools?

Yes. Birdview PSA connects with tools your team already uses, including Salesforce, HubSpot, QuickBooks, Jira, Outlook, Microsoft Teams, and other systems through integrations, Zapier, and API options.
How does Birdview PSA protect client, project, and financial data?

Birdview PSA provides enterprise-grade security to help keep sensitive information protected across every stage of the delivery workflow.

Teams can control access by role, team, client, and project. Birdview does not use private data to train third-party AI models. SOC 2 Type 2 · Secure by design.
Can clients use Birdview PSA?

Yes. Birdview PSA includes a Client Portal for sharing updates, approvals, files, and project information with clients while keeping internal data protected.
How long does Birdview PSA implementation take?

Most teams can go live in under 4 weeks with guided onboarding, including workflow setup, data migration, team training, and launch support.
Can Birdview PSA scale with growing organizations?

Yes. Portfolio management, resource planning, advanced BI reporting, and role-based access help teams scale without losing visibility, control, or financial discipline.