Approval workflows

Approvals that don't need a chase email

Configurable approval workflows for expenses, time entries, and delivery milestones, with automatic notifications, a full audit trail, and client-facing sign-off, all connected to the budget each approval affects.

✓ Built-in BI reporting ✓ SOC 2 Type II ✓ Most teams go live in 4–6 weeks

Birdview PSA approval workflow dashboard

Trusted by teams worldwide

Route approvals to the right person automatically

Set up who reviews what, in what order, so nothing sits waiting for someone who doesn't know it's there.

Expense approvals

Approve expenses before they hold up billing

Set up custom approval workflows and assign approvers, so nothing gets paid out without the right sign-off.

Approvers are automatically notified by email when a new expense is submitted
Full visibility into which expenses are pending, approved, or rejected
Configure workflows to match how your organization actually reviews spend
Every decision stays connected to the project and budget it affects

Explore budget and cost management

Project expenses dashboard showing expense approval workflow with waiting, approved, and rejected statuses

Time entry approvals

Lock in the accurate time before it reaches invoicing

Review and approve logged hours with configurable, multi-step workflows before they reach billing.

Multiple approvers with clear status tracking at every step
Lock approved time entries so historical data can't be changed
Choose whether locked entries can still be edited or must stay fixed
Only approved, locked time flows into invoices

Explore time tracking

Time logs dashboard showing bulk approval of submitted time entries

Keep delivery and client sign-off on track

Approvals don't stop at internal review. Connect delivery milestones and client decisions to the same system.

File approval workflow showing document attachments, reviewer mention, and approval status

Delivery and milestone approvals

Catch issues before they reach the client

A formal approval workflow that adds discipline and an audit trail to the delivery acceptance process.

Request and track approvals from multiple stakeholders at once
Add annotations directly on images for instant, in-context feedback
Every key action and change is tracked in the audit log
Automate and streamline the review process to speed up delivery sign-off

Explore project portfolio management

Project collaboration illustration showing team members communicating and sharing updates in a project management platform

Client-facing approvals

Let clients sign off without slowing you down

Let clients review and approve directly through the Client Portal, without a full license.

Up to 20 free guest users, or 15% of your full user count, whichever is higher
Clients approve milestones, deliverables, and invoices without leaving the portal
Image annotation and proofing built into the same guest experience
Internal and external approvals stay in one system, not two

Explore the Client Portal

Why services firms choose Birdview PSA

Beyond spreadsheet or email approvals

Approvals scattered across inboxes mean no visibility into what's pending, and no record of who approved what, or when.
Beyond single-purpose approval apps

Standalone approval tools handle one thing well. Birdview connects approvals to the project, budget, and client they actually affect.
Beyond generic project management tools

Most PM tools offer comments and status changes, not a configurable approval workflow with a full audit trail.

See Birdview PSA in action

What services teams achieve with Birdview

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.

Frequently Asked Questions

Answers to common questions about Birdview approval workflows, including approval types, client access, automation, audit trails, billing, and integrations.

What is approval workflow software?

Approval workflow software routes requests, such as expenses, time entries, or deliverables, to the right person for review and sign-off, with automatic notifications and a recorded history of every decision.

What types of approvals does Birdview support?

Birdview supports expense approvals, multi-step time entry approvals, delivery and milestone approvals, and client-facing approvals through the Client Portal.

Do approvers need a full Birdview license?

No. Clients and other guests can review and approve through the free Client Portal, up to 20 users or 15% of your full user licenses, whichever is higher, without needing a paid account.

Can approvals be automated, or do they require manual sign-off?

Approval decisions are made by a person, but the routing and follow-up don't have to be manual. Birdview's internal automations can remind approvers or escalate a request automatically if it sits pending too long.

Does Birdview keep an audit trail of approvals?

Yes. Delivery and milestone approvals are tracked in a full audit log, recording every key action and change for compliance and review.

Can clients approve deliverables and invoices directly?

Yes. Through the Client Portal, clients can approve milestones, deliverables, and invoices, and provide feedback with image annotations, without a full Birdview account.

What happens to time entries once they're approved?

Approved time entries can be locked, so historical data can't be edited after the fact. Only approved, locked time and expenses flow into invoices.

Does Birdview integrate approvals with accounting or ERP systems?

Yes. Birdview integrates with QuickBooks, NetSuite, Deltek, Microsoft Dynamics, and other accounting platforms, so approved time, expenses, and invoices sync without manual re-entry.