Project Financial Management Software & Forecasting

See where project financials stand and where they're heading

When budgets, actual costs, and delivery data are disconnected, teams often see financial issues only after a project has moved off plan. Birdview connects project budgets, actuals, and delivery, so teams can see how costs and margins are tracking and where they are heading as work progresses.

Set the financial baseline before delivery begins

Start with a clear financial plan based on the project scope, staffing, rates, and expected costs. Project cost management and budgeting begin here, before delivery starts.

Break down budgets by project and phase
Plan labor, external costs, revenue, and financial targets
Apply internal cost and billing rates to planned work
Calculate expected project costs and revenue
See whether scope, staffing, and rates support the target margin

Project budget setup screen showing planned labor, external costs, revenue, and target margin by phase

Track actuals against the baseline as work happens

As work happens, keep actuals current so you can see how the project is performing against plan.

Compare planned and actual time, costs, revenue, and expenses
Monitor budget consumption, cost variance, and work in progress
Review profitability by project, phase, client, or business area
Track realization and compare realized rates with standard rates

Financial overview dashboard comparing planned and actual time, costs, revenue, and expenses by project

See where cost and margin are heading before the project ends

Use current performance to forecast the likely outcome and adjust scope, staffing, or spending as conditions change.

Review Estimate at Completion (EAC) and Estimate to Complete (ETC) as delivery changes
Compare projected costs and revenue against the financial baseline
Track cost and schedule performance with CPI and SPI
Monitor targets for revenue, budget, and profit against current performance
Use AI Completion Forecast to predict likely end dates and confidence ranges from current project signals and similar work

Explore reporting & business intelligence

Dashboard showing forecast, budget, and actuals for a project, including Estimate at Completion and cost and schedule performance

Turn approved work into invoices

Invoice directly from approved project data, so what you bill matches what was delivered.

Invoice approved time and expenses at the correct billing rates, along with flat-fee work
Bill by fixed fee, time and materials, or a combination to match each client agreement
See approved work that is ready to bill but has not yet been invoiced
Compare planned payments with actual invoices and payments across projects
Keep billing, project actuals, and margin connected to the same approved project data

Explore time, expenses and billing

Invoice generated from approved time and expenses, showing fixed-fee and time-and-materials billing lines

Same financial data. The right view.

From the details of a single project to performance across the portfolio, each role sees what it needs to make decisions.

Keep individual projects financially on track

Track budget consumption, actual costs, and remaining work
See projected profitability while delivery is still in progress
Understand how scope and staffing changes affect project financials
Adjust scope, staffing, or spending as performance changes

Project budget screen showing budget consumption, actual costs, and remaining work for a single project

Understand what is driving financial performance

Compare performance across projects, clients, and business areas
Investigate the projects behind material variance
Review labor costs, external costs, realized rates, and margin drivers
Review billable time, expenses, and fees before invoicing

Financial performance report comparing labor costs, external costs, realized rates, and margin across projects

See financial performance across the portfolio

Review revenue, budget, profit, and margin across the portfolio
Compare performance by client, business area, department, or period
Identify the projects putting financial performance at risk
Prioritize intervention based on financial impact

Portfolio-level financial dashboard showing revenue, budget, profit, and margin across projects and clients

Proven performance. Measurable results

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.

See Birdview PSA in action

Frequently Asked Questions

Answers to common questions about Birdview PSA, including budgeting, cost tracking, forecasting, billing, and integrations.

What is project financial management?

Project financial management connects budgets, actual costs, revenue, forecasts, profitability, and billing throughout the project lifecycle. It helps teams understand where projects stand financially and where they are heading.

What should professional services teams look for in project financial management software?

Look for software that connects budgets, costs, revenue, actuals, forecasting, profitability, and billing to project delivery. Teams should be able to compare plan with actuals, forecast final cost and margin, and see performance from individual projects to the portfolio.

What is the difference between project financial management and accounting software?

Accounting software records transactions, invoices, payments, and the general ledger. Project financial management connects budgets, actuals, forecasts, and profitability to live project delivery. Birdview complements accounting and ERP systems rather than replacing them.

How does Birdview track budgets against actual costs?

Birdview tracks budgets at the project and phase level and updates actuals as time, expenses, and costs are recorded. Teams can monitor budget consumption and variance against the original plan as work progresses.

Can Birdview forecast final project cost and margin?

Yes. Estimate at Completion (EAC) and Estimate to Complete (ETC) help teams forecast final and remaining project costs and see how projected costs and revenue affect expected profitability and margin.

How does Birdview connect project financials to billing?

Approved time, expenses, rates, and fees stay connected to project actuals as they move into billing. Teams can see what has been delivered, what is ready to bill, and how billing affects project financial performance. Explore time, expenses & billing

Does Birdview connect to accounting and ERP systems?

Yes. Birdview integrates with accounting and ERP platforms to reduce manual handoffs between project delivery, billing, and financial systems. Explore integrations