Log time and expenses where work happens, route them through approval, apply the right rates, and move approved work straight into billing.
When time, expenses, and billing terms live in separate places, finance reconstructs every invoice and billable work slips through the gaps. Birdview keeps entry, approval, rates, and invoicing in one connected flow, so invoices go out from data that is already captured.
Give every team member an entry method that fits how they work, so hours and costs reach the system while the work is still fresh.
Review time and expenses before they reach billing, then lock approved entries so the record stays intact.
Configure pricing at the level that matches each agreement, then carry the correct billing rate into every approved entry.
Turn approved time, expenses, and flat-fee work into invoices without recreating information between delivery and finance.
“The key benefit of using Birdview PSA in our company: now when we want to know how profitable a project was, we run a report, and when it is time to do billing it is all right there.”
Set up quotes and billing terms before work begins, track invoices and payments as work is billed, and move billing data into your accounting system.
Build quotes from project templates with fixed-fee tasks, time and materials items, and expenses already in place.
Choose a billing model for each project, or combine models when the agreement requires it.
See what has been invoiced, what has been paid, what remains outstanding, and what is still waiting to be billed across projects.
Export invoices to QuickBooks and connect accounting and ERP platforms so billing data moves without manual re-entry.
QuickBooks · NetSuite · Deltek · Microsoft Dynamics · Xero
Answers to common questions about time tracking, billing, rates, and invoicing in Birdview PSA.
Time tracking software records hours. PSA billing connects those hours to client agreements: it applies the correct rates, separates billable from non-billable work, routes entries through approval, and turns approved work into quotes and invoices without manual re-entry.
Each person chooses the method that fits their work: single entry, weekly timesheet submission, or a built-in timer with stopwatch. Time can be logged from My Assignments, activity details, the platform header, a browser tab, or the mobile app.
Yes. Time logs approvals let managers review and approve recorded entries before they reach billing. Time logs locking restricts edits and additions within set time frames, so approved data stays intact. Both are available in Birdview Professional Services.
Time is marked billable or non-billable when it is logged, based on whether it belongs to client work or internal activity. Billable and non-billable hours can be reviewed by person, team, project, and period.
Flat fee for the entire project, milestone-based fees, time and materials, and hybrid arrangements that combine fixed fees for defined phases with time-based billing for additional work and change requests.
Role-based rate cards can be created for clients and projects. Hourly billing rates can be set for resources, projects, customers, or individual tasks, and internal cost rates stay separate from client billing rates.
Yes. Quotes can be created directly in Birdview and managed in a dedicated Quotes workspace. Quotes can be generated from project templates with fixed-fee tasks, time and materials items, and expenses pre-populated, then adjusted with taxes, discounts, and custom line items.
Yes. Invoices can be exported to QuickBooks, and Birdview integrates with accounting and ERP platforms including NetSuite, Deltek, Microsoft Dynamics, and Xero. Explore integrations
Most teams go live in 4–6 weeks. Guided implementation includes workflow configuration, rate setup, data migration, and role-based training.
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Birdview is a Canadian company.
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