Yes, modern PSA platforms are designed to integrate seamlessly with both CRM and accounting systems. These connections are not just convenient; they tie together sales, project delivery, and billing into one continuous flow of information.
📚 Read more: Connect sales pipeline to PSA: Boost revenue and handoffs
When PSA is linked to a CRM, sales data moves directly into project planning. A closed deal in CRM can instantly become a project in PSA, complete with timelines, budgets, and resources already mapped. This prevents delays and avoids miscommunication between sales and delivery teams. For example, a consulting firm using Salesforce can push client data straight into Birdview PSA so project managers see the correct scope and deadlines from day one.
📚 Read more: CRM and PSA integration to improve workflow and client management
Accounting integrations work the same way. Time and expense data logged in PSA automatically generate invoices in platforms like QuickBooks or Xero. This eliminates double entry, reduces errors, and speeds up cash flow. Finance teams get reliable numbers, while project managers always know which invoices are paid or pending.
Without these integrations, teams waste hours re-entering data, projects start late, and billing slows down. With PSA fully connected, everyone works from the same accurate data.
Birdview PSA, for instance, integrates with major CRM and accounting platforms, enabling firms to manage the entire cycle from opportunity to cash without juggling disconnected tools. The result is less admin work, faster invoicing, and clearer visibility for both managers and finance teams.
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