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  • Products
    • Birdview Project Management logo

      For internal teams seeking to enhance their project management and collaboration

    • Birdview Professional Services logo

      For professional services companies aiming to streamline their entire delivery

    Features
    • Resource Planning
    • Reports and BI
    • Resource Scheduling
    • Project Portfolio
    • Project Management
    • Collaboration Tools
    • BIlling and Invoicing
    • Integrations
    • Budget and Costs
    • AI Assistant
    • Time Tracking
    • Client Portal
    • Security
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  • Service delivery
    • Engineering Civil, Medical, Electrical, Product design, etc.
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    • IT Services IT architecture design, Data protection, AI, DevOps, etc.
    • Architecture Residential, Commercial, Urban Planning, etc.
    • Onboarding & Implementation Software Deployment, Training, System Integration, Data Migration, etc.
    • Learn how PSA works From sales handoff to billing: see the entire service delivery lifecycle
    Internal projects
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    • Healthcare Research project, Clinical trails, Quality of care for patients, etc.
  • Pricing
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Birdview Professional services icon Professional Services

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.

Project Management Software for Professional Services Teams
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IBM logo
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AON logo
SES Consulting logo
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Professional services companies choose Birdview PSA to solve their toughest challenges

Centralized project management

Centralize project data, enabling managers to monitor progress, manage resources, and keep stakeholders aligned.

Optimized capacity
planning

Enable efficient planning with a clear view of resources, ensuring optimal team use and timely project delivery.

Roles & skills
planning

Plan roles and skills for upcoming projects to ensure the right talent is available and skill gaps are minimized.

Real-time collaboration and visibility

PSA software with dashboards and BI reports lets teams track progress, control costs, share updates, and collaborate with clients.

Forecasting and financial tracking

PSA software analyzes resource use and financial data to forecast project needs, improving resource and project management decision-making.

Billing and Invoicing

Accurately track time and expenses to speed up client billing. Automate invoicing based on the chosen billing model, whether it’s time and material or fixed rates.

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
A resource loading feature screen

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

Professional services teams rely on Birdview PSA software to manage their projects

“The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the...”

Industry: Engineering
Team Function: Professional Services

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

Industry: Biotechnology
Team Function: Professional Services

“Employees and managers across the PepsiCo team were using a variety of platforms, tools and solutions to both...”

Industry: Food & Beverage
Team Function: Professional Services
pepsi logo
IBM logo
HP logo
century link logo
hatch ltk logo
interroll logo
brooks logo
toromont logo
advanced 1 logo
ims logo
lifecareservice logo
AON logo
SES Consulting logo
TMA systems logo
pepsi logo
IBM logo
HP logo
century link logo
hatch ltk logo
interroll logo
brooks logo
toromont logo
advanced 1 logo
ims logo
lifecareservice logo
AON logo
SES Consulting logo
TMA systems logo
Birdview logo

Take service delivery to the next level

Category Leader in Project Management and
Professional Services Automation Software

Award winning Award winning Award winning

Frequently Asked Questions

  • Yes, Birdview’s Professional Services software is designed to manage multiple client projects at once, providing a centralized platform to monitor progress, allocate resources, and manage dependencies across all projects.

  • Our Professional Services project management software ensures accurate tracking of billable hours and expenses, it supports various billing methods including T&M and fixed fee projects. Birdview PSA offes built-in invoicing as well as seamless integration with various invoicing software.

  • Yes, Birdview PSA provides comprehensive onboarding and 24/7 technical support. Our services include a comprehensive implementation, a personal product manager, complete data migration, and a personalized training program. We assist with business workflow design, applying industry best practices, custom instance setup, and integrating your existing solutions.

  • PSA software helps remote teams stay organized by keeping project management, resource planning, and time tracking in one place. Since it’s cloud-based, team members can access it from anywhere, check progress in real-time, and work together easily, no matter where they are or what time zone they’re in.

  • Yes, Birdview PSA software can improve resource management by clearly showing everyone's workload and availability. It helps prevent burnout by setting realistic goals and predicting busy periods so managers can adjust plans and distribute tasks more effectively.

  • Birdview PSA uses project and resource data to create accurate revenue estimates. Tracking billable hours, expenses, and milestones, helps teams predict income based on project progress. This makes managing cash flow easier and aligning budgets with project schedules.

Products
  • Birdview Project Management
  • Birdview Professional Services
  • Pricing
Features
  • Resource Planning
  • Resource Scheduling
  • Project Management
  • Billing and Invoicing
  • Budget and Costs
  • Collaboration Tools
  • Time Tracking
  • Reports and BI
  • Project Portfolio
  • Integrations
  • AI Assistant
  • Security
  • On-premise deployment
Solutions
  • Enterprise Solution
  • Engineering Services
  • IT Managed Services
  • Architectural Services
  • Business Consulting
  • Marketing Services
  • Professional Services
  • Creative Teams
  • Advertising Agencies
  • Healthcare
  • Oil and Gas Services
  • Manufacturing
Resources
  • Resource Management Guide
  • Project Management Guide
  • Project Finances Guide
  • PSA Guide
  • PM Report Examples
  • Blog
  • Events
  • Podcast
  • Publications
Support
  • Support Center
  • Knowledge Base
  • API
  • Product updates
  • Feature Labs
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