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Pricing for Birdview PSA and Birdview Project Management

AI for project planning, resource staffing, and delivery forecasting.

Lite

Best for: Small teams getting started with structured project management

1-10 users

$9 USDCAD per user/month,
billed annually
or

Lite includes:

  • Unlimited projects, tasks, spaces and fields
  • Table, Kanban, Gantt and Calendar views
  • 1 custom workflow
  • Task tracking tools and recurring tasks
  • Team collaboration tools
  • Intake forms
  • Reporting and dashboards
  • API and webhooks
  • Automation builder
  • 5000+ Zapier connectors
  • Microsoft Teams, MS Outlook, Office 365 Outlook and Adobe Creative Cloud integrations
  • Standard security
  • 4/5 live chat support
Storage:
100 GB
Guest users:
20 guest users included
Most popular

Team

Best for: Growing teams that need time tracking, budgets and workload views

5-100 users

$24 USDCAD per user/month,
billed annually
or

Everything in Lite, plus:

  • Unlimited custom workflows
  • Unlimited portfolios
  • Time tracking
  • Critical path
  • Project budgeting tools
  • Resource workload management
  • Proofing (image annotations)
  • Approvals
  • Business Intelligence
  • AI message assistant and AI project plan assistant
  • Jira integration
  • Personalized onboarding
Storage:
500 GB
Guest users:
20 guest users included

Enterprise

Best for: Companies at scale needing enterprise security, SSO and advanced controls

5 to unlimited users

or

Everything in Team, plus:

  • Portfolio hierarchy and portfolio analytics
  • Resource planning (allocations)
  • AI resource assistant
  • Cross-project dependencies
  • Activity expenses and expense approval
  • 500+ Workato connectors
  • AI project completion forecast
  • Enhanced security: enhanced password policies, SAML 2.0 single sign-on, Active Directory integration, two-factor authentication, user audit reports
  • Attachments malware scan
  • Dedicated manager
Storage:
1 TB
Guest users:
20 guest users or 15% of your full user licenses, whichever is higher

Compare plans & features
for Birdview Project Management

Lite
$9 USDCAD user/month,
billed annually
or
Team
$24 USDCAD per user/month,
billed annually
or
Enterprise
or
Additional license types Birdview Project Enterprise Plan offers 4 types of user licenses to support various needs and use cases of your organization
Projects Create, manage, and collaborate on various tasks, assignments, or initiatives witin your project.
unlimited
unlimited
unlimited
Tasks Create, monitor, and manage multiple project activities with ease.
unlimited
unlimited
unlimited
Portfolios Group projects into organized portfolios to accurately budget, analyze, and prioritize multiple initiatives simultaneously.
unlimited
unlimited
Spaces Spaces are designed to provide an unlimited number of isolated work environments within the Birdview platform, catering to different teams or project needs.
unlimited
unlimited
unlimited
Storage Store and securely manage your files, documents, and data within Birdview.
100 Gb
500 Gb
1 TB
Mobile apps (Android & IOS) Access Birdview on the go with dedicated mobile applications for both Android and iOS devices.
Project views (table, board, gantt, calendar) Customize your project views effortlessly to best fit your team and visualize and manage your projectd data the way you need.
Single project dependencies Set, define and track relationships between project tasks to determine the order in which they must be executed.
Cross-project dependencies Ability to setup dependencies between tasks in different projects.
Baseline tracking Baseline measures project deviation from original plan.
Critical path Critical path highlights the tasks/sequence required to complete project in the shortest time.
Project snapshots Get a quick snapshot of important project information across projects.
Dates rollup Automatically aggregate and calculate dates based on task or sub-project timelines.
Milestones Set key checkpoints within your project timeline for tracking and reporting.
Earned value analysis & management Evaluate the effectiveness of your project schedule and budget on the overall health of your project.
Multiple assignees Assign multiple team members to enhance collaboration and evenly distribute responsibilities.
Recurring tasks Define and manage individual or team work schedules to coordinate tasks and assignments.
To do list Create and manage a list of tasks or activities that need to be completed.
Task checklists Utilize checklists within tasks to break down complex activities into manageable sub-tasks.
Tasks assignment automation Select a default assignee for tasks, issues and/or requests.
Project budgeting and costs Set up project budgets and track them against actual costs to avoid budget overruns.
Project expenses Track and monitor both planned and actual expenses to gain valuable insights into your spending habits and make informed decisions to optimize your budget.
Activity expenses Ability for employees to add expenses at the activity level. Note: an ability to track expenses at the project level is available in all editions of Birdview.
Expense approval Set up custom approval workflows, assign approvers, and manage project expenses with greater visibility and control. Approvers are automatically notified by email when a new expense is submitted.
Quotes Build project quotes from scratch or templates and manage proposals in one place.
Portfolios Group projects into organized portfolios to categorize and structure your initiatives.
Portfolio permissions Control and manage access rights and permissions within your portfolios.
Portfolio hierarchy Organize portfolios into a structured hierarchy to reflect relationships and priorities.
Portfolio analytics Gain insights and make data-driven decisions by analyzing the performance and health of projects witin your portfolio.
Workload management Ensure your team's workload is balanced. Gain complete visibility of each team member's workload to identify any individuals who are either overburdened or underutilized, and modify their assignments as necessary.
Hours distribution The required time for completing tasks will be automatically distributed equally among the assignee's working days.
Vacation tracking Vacation Tracking allows you to visualize and schedule vacations and other types of absence.
Holidays schedule Maintain a calendar of holidays and non-working days to ensure accurate scheduling and resource planning.
Personal work schedule Define and manage individual or team work schedules to coordinate tasks and assignments.
Resource planning Quickly create and plan new projects, even if there is no detailed list of tasks. Find perfect candidates for the job and ensure that resources are allocated efficiently.
Resource loading simulation “What-If” scenario tool allows you to forecast and optimize workload assignment and timeline impact of a proposed/new project based on the skills and availability of your team.
Notifications Define a custom set of rules for each user to make sure they get notifications immediately if their attention is required. Choose whether you want to get real-time desktop notifications or receive emails.
Tag people Mention and notify specific users in tasks for their attention.
Client Portal / Guest access Share project progress and keep your clients and stakeholders informed with free guest user licenses.
20Guest access iconAdditional guest users are available for a fee
20Guest access iconAdditional guest users are available for a fee
20 users or 15% of your full user licensesGuest access iconYou get 20 guest users or 15% of your full user licenses — whichever is higher. Additional guest users are available for a fee
Proofing: image annotations Use annotation to leave comments directly on images for your colleagues in the task.
Approvals Ensure a streamlined and transparent approval process. Request and receive approval at any stage of your project/service delivery process.
File attachments: desktop, SharePoint, OneDrive Simplify document management and collaborate on important files with your team with ease.
Timesheets Create and manage detailed records of worked hours and activities over a specified period.
Timer Use a built-in timer with a stopwatch-like functionality to precisely measure the duration of tasks or activities.
Time logs locking Restrict time entry edits and additions within set time frames. This functionality offers customization options, including preventing or permitting changes to past and approved entries.
Time logs approval Review and approve recorded time entries to prevent further changes or modifications.
Multi-step time log approvals Review and approve time entries with configurable workflows, multiple approvers, and clear status tracking.
Custom workflows Create custom workflows for every stage of your project/service delivery cycle and align them with existing waterfall and agile methodologies.
1
unlimited
unlimited
Custom views Besides the pre-built Table, Gantt Chart, Kanban Board, and Calendar views, you can create and save customized views for your specific business goals. Save view settings, include filters and sorting, and easily share them with your team.
unlimited
unlimited
unlimited
Custom fields Create custom fields to store and track unique information about your projects, tasks, and portfolios. You can also filter data by custom fields.
Formula fields Perform basic math operations, validate data, and export results to CSV files with Formulas in Custom Fields.
Intake forms Streamline the project intake process through customizable forms.
Internal workflow automation Automate repetitive workflows directly inside Birdview using simple “if this, then that” rules for projects, activities, notifications, approvals, assignments, and other routine processes.
Custom calendars Set working days and holidays at the account, project, or activity level so schedules, dependencies, and resource workload follow each team's real calendar.
Report generator Create your own table & chart reports from various data sources, including standard and custom fields. Ability to publish reports to the Dashboard.
Dashboard Get access to critical project management information using pre-built dashboards or create custom ones to view only the data you need.
Business Intelligence Utilize 250+ custom reports and dashboards powered by business intelligence to gain real-time visibility into your company's performance.
Payroll report Generate detailed payroll reports to simplify financial tracking.
5000+ Zapier connectors Share project data, information and files between over 5000+ software platforms and tools - out of the box. Plus, leverage our field-proven API for your specific integration need.
500+ Workato connectors Ability to integrate with a variety of enterprise tools including Workday, Netsuite, ServiceNow, SAP, ADP, etc...
API / Webhooks Ensure seamless business operations and data consistency throughout all phases of your projects. Birdview’s API allows you to integrate and synch with thousands of platforms and applications you need, either with your own resources or using our team.
Automation builder Seamlessly integrate Birdview with your favorite applications and tools to automate and optimize business operations across the entire organization.
optional
optional
optional
MS Outlook desktop add-on MS Outlook for Windows add-on enables you to sync projects/tasks/calendars with Birdview without leaving your familiar Outlook interface.
optional add-on
optional add-on
optional add-on
Office 365 Outlook add-on Easily convert emails to tasks, and manage your work and projects within Outlook for Office 365.
optional add-on
optional add-on
optional add-on
Adobe Creative Cloud integration Attach images from Adobe Photoshop, Illustrator or InDesign straight into Birdview projects and tasks, and request approvals.
optional add-on
optional add-on
optional add-on
Microsoft Teams integration A built-in integration with Microsoft Teams allows users to seamlessly collaborate and communicate with team members, share files and project updates, and schedule meetings, all within the same platform.
Jira integration Seamlessly move your Jira projects and users into Birdview using our new out-of-box Jira integration. With Birdview, you get a powerful resource, project and financial management solution for your Jira projects.
AI message assistant Improve your writing, create messages faster, ensure there are no mistakes, and make the most of your conversations inside your organization.
AI project plan assistant Create a comprehensive work breakdown structure for projects, including parent tasks and sub-activities, with only the project name.
AI project completion forecast Accurately predict project timelines by analyzing dozens of project variables like team member skills, communication history, and past performance.
MCP Connect ChatGPT or Claude to your Birdview workspace to access your projects and tasks from a conversation.
Data encryption in transit To ensure secure data transfer, Birdview employs industry-standard encrypted TLS 1.2 and TLS 1.3 transport protocols for data in transit.
Encrypted backups Continuous 30-day snapshot backups are automatically created for all hosted accounts. All backups are geo-redundant and encrypted. Access to backups is available to the customers with a Private Cloud option.
Enhanced password policies Protect your data from potential threats by leveraging multiple security tools and measures, including password strength and expiration policies.
SAML 2.0 (single sign-on) SAML SSO allows your Birdview users to seamlessly authenticate using your existing SAML provider (hosted or on-premise).
Active directory integration SAML SSO allows Birdview users to seamlessly authenticate using an existing SAML provider (hosted or on-premise), including Microsoft Azure Active Directory.
Two-factor authentication Users will need to go through 2 rounds of authentication to log in, thus ensuring better data protection.
User audit reports Get complete audit details of user record data and activities within the platform.
Data encryption at rest To ensure the security of data at rest, we provide real-time encryption using 256-bit AES for the database, associated backups, and transaction log files.
Attachments malware scan All new attachments are automatically scanned for viruses and malware. If a threat is identified, the file will be NOT saved in the storage and the user will be notified.
Live chat support Engage in real-time conversations with the Birdview support team for immediate help.
Knowledge base and video Access a knowledge base with articles and video tutorials for self-help and learning.
Onboarding training Receive structured training and guidance during Birdview's initial setup and adoption phase.
Customer success manager Have a dedicated Success Manager for ongoing support and to ensure your success with the product or service.

Trusted by customers. Ready for enterprise.

Independent reviews and enterprise-grade security for teams that need confidence before they scale.

Customer reviews

4.5/5 on Capterra

Rated 4.5 out of 5 stars 400+ reviews
  • G2 High Performer Enterprise, Winter 2026
  • G2 Easiest to Use Enterprise, Winter 2026
  • G2 Highest User Adoption Enterprise, Winter 2026
  • SOC 2 Type II audited Independent controls for security and data protection.
  • Hosted on Microsoft Azure Secure cloud hosting with regional deployment options.
  • Encryption in transit and at rest TLS 1.2/1.3 in transit with encrypted backups and protected stored data.
  • Enterprise access controls SSO, SAML, two-factor authentication, and audit controls for larger organizations.
Explore security
Onboarding

Your personalized implementation plan

Go live in 4-6 weeks with a dedicated implementation lead who sets Birdview up around your workflows.

  • 4-6 week implementation
  • Personalized training program
  • Guided data migration
  • Industry best practices applied
  • Business workflow design
  • Integration with your existing solutions
  • Custom instance setup
  • Personal product manager support

Implementation was fairly easy (learning how to set up custom forms, fields, and reports), and continued support/ maintenance/ updating of the system is straightforward.

Read full review on G2
SH
Sarah M.
Mid-Market
rate icon

The support during evaluation, installation, and implementation has been excellent.

Read full review on G2
MT
Missi T.
Small-Business
rate icon

Very easy to set up a project. The auto-create feature, in particular, is very heavily used. Good value for the price. Customer support is really good.

Read full review on G2
RS
Ravi Shankar P.
Mid-Market
rate icon

Pricing FAQ

Answers about plans, billing, trials, implementation and security. Can't find what you need? Talk to our team.

How much does Birdview cost?

Birdview Project Management plans start at $9 per user/month. Birdview PSA Team starts at $37 per user/month with current special pricing, billed annually.

Enterprise plans use custom pricing based on user count, license types, and rollout requirements.

Pricing is available in USD and CAD.

Is there a free trial?

Yes. Birdview offers a 14-day free trial. Select Get Started on an eligible plan to begin.

What's the difference between Birdview PSA and Birdview Project Management?

Birdview Project Management is for teams managing internal projects, portfolios, resources, budgets, and reporting.

Birdview PSA is for professional services organizations managing billable client work. It includes project management capabilities plus resource planning, time tracking, project financials, billing and invoicing, and professional services reporting.

How many users does each Birdview plan support?
  • Birdview Project Management Lite: 1–10 users.
  • Team: 5–100 users for both Birdview Project Management and Birdview PSA.
  • Enterprise: starts at 5 users.
How is Enterprise pricing determined?

Enterprise pricing is based on user count, license types, and rollout requirements.

Enterprise plans start at 5 users and include additional capabilities for organizations that need advanced resource planning, security, and administrative controls.

Contact our team for a tailored quote.

How long does Birdview implementation take, and can you migrate our data?

Most teams go live in 4–6 weeks.

Birdview provides guided setup, workflow configuration, data migration, and training. Implementation scope and cost depend on your existing data, integrations, workflows, and rollout requirements.

Where is Birdview hosted, and what deployment options are available?

Birdview-hosted accounts run on Microsoft Azure, with hosting options in the U.S., Canada, and Europe.

Single-tenant and on-premise deployment options are also available for organizations with additional security, isolation, or data residency requirements.

Are guest users included?

Yes.

Birdview Project Management Lite, Project Management Team, and Birdview PSA Team include 20 guest users.

Enterprise plans include 20 guest users or 15% of full-user licenses, whichever is higher. Additional guest users can be added if needed.

Guest users can access relevant project information and collaborate through the Guest Portal without requiring a full paid license.

Ready when you are

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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.

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