Canadian project management software for consultants

Birdview PSA helps Canadian consulting teams manage projects, resources, budgets, and billing in one platform. Deliver work on time, stay profitable, and keep clients informed.

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Why Birdview

Consulting firms often manage projects, resources, and financial data across multiple systems. Birdview PSA brings these elements together in a single platform. Whether your team focuses on financial advisory, IT consulting, HR consulting, or business strategy, the platform provides clear visibility and coordination across engagements, teams, and client relationships.

Improved project
delivery

Keep projects on schedule even when client priorities shift. Plan work clearly, track progress in real time, and handle scope changes with ease.

Balanced and optimized workloads

Distribute work across your team more effectively. Assign consultants based on availability and expertise to prevent overload and maintain productivity.

Clear financial
oversight

Track project margins and identify scope changes early. Maintain accurate billing and make decisions with a clear view of project finances.

Streamlined billing
and invoicing

Automatically track time and expenses to generate invoices faster and support different consulting billing models.

Efficient operations and workflows

Automate approvals, timesheets, and updates so consultants spend less time on admin and more time with clients.

A centralized hub for projects and resources

Keep project data, resource plans, and financial information in one place so teams stay aligned.

Manage every project with clarity and control

Birdview PSA helps Canadian consulting teams handle shifting priorities, changing scopes, and multiple client engagements.

  • View every stage of your projects in real time, from planning to billing
  • Adjust quickly to scope changes without disrupting delivery
  • Monitor all active engagements in one place
Click on the Tabs
  • Work in progress
  • Table View
  • Gantt Chart View
  • Kanban View
  • Calendar View
Task tracking table for an
Gantt chart showing the Application Redesign project timeline with tasks such as Competitors analysis, User research, Unit development, Technical specs, and Security testing, including dependencies and dates from Dec 12 to Dec 25.
Kanban board with three columns labeled
Calendar view showing a multi-week project schedule with overlapping tasks such as Application Redesign, Hardware Test Plan, Product development, and various marketing activities like creating explainer videos and sending email campaigns.
Project tracking tool - table view
optimized resource allocation screen

Balance workloads to improve team efficiency

Whether you work with internal consultants or external partners, Birdview PSA helps you make informed staffing decisions throughout the project lifecycle.

  • Assign consultants based on skills, availability, and current workload
  • Detect and resolve resource conflicts before they affect delivery
  • Forecast future demand to plan hiring or subcontracting
  • Distribute work across teams to reduce burnout and idle time

Support Canadian data residency and security standards

Birdview helps consulting firms in Canada manage project and client data while aligning with Canadian privacy expectations and security standards.

  • Keep consulting project and client data hosted in Canadian data centres
  • Built on Microsoft Azure infrastructure certified for ISO 27001 and SOC 1, SOC 2, and SOC 3 compliance
  • Address data residency and PIPEDA-related privacy considerations
  • Maintain clear oversight of how sensitive consulting data is stored and secured
Security shield with SOC compliance and data protection features

Manage time, costs, and billing in one place

Dashboard interface with project planning visuals including a central project icon, surrounding role indicators, a pie chart, user workload percentages, and cost and team member icons
Monitor project time, budgets, and costs

Birdview PSA gives Canadian consulting firms a clear view of financial performance throughout every engagement.

  • Track billable utilization and work in progress (WIP) to monitor revenue in real time
  • Compare planned financials with actual results to catch issues early
  • Record time and expenses easily from desktop or mobile
  • Prevent revenue loss with automated tracking and scope change alerts
Explore budget and costs
Birdview invoice template showing billing details, itemized charges with rate, quantity, amount, and a total of $10,035 after discount
Simplify billing for client engagements

Streamline invoicing to reduce manual work, accelerate payments, and support different billing arrangements.

  • Generate invoices automatically from tracked time and expenses
  • Support billing models such as fixed fee, milestones, or time & materials
  • Connect with accounting tools like QuickBooks for smoother workflows
  • Track invoice status, history, and project context in one place
Explore billing and invoicing
BI dashboard showing

Turn project data into clear insights

Birdview PSA provides consulting teams with reporting and analytics tools that transform project data into practical insights.

  • Monitor KPIs in real time to understand progress, resource usage, and financial results
  • Use live data to spot risks early and adjust plans when needed
  • Build dashboards and reports tailored to your firm’s priorities

Keep clients informed and teams aligned

With project information in one place, teams reduce admin work, collaborate more easily, and keep clients updated.

  • Give clients real-time access to progress and deliverables through the Client Portal
  • Keep notes, files, and project communication centralized
  • Automate routine workflows to reduce manual work
  • Use reminders and notifications to keep projects moving smoothly
Task detail view showing a task marked as open with good status, labeled as medium priority and categorized under troubleshooting. Includes estimated hours, due date, budget, and conversation history between Amelia Wilson and Brown Henry with file attachments and comments
Birdview AI assistant helping with project planning and task management

Use AI to simplify planning and decision-making

Birdview’s built-in AI tools help consulting teams reduce manual planning, improve forecasting, and streamline communication across projects.

  • Generate structured project plans with tasks and subtasks
  • Identify the right consultants using AI recommendations based on skills and availability
  • Predict completion timelines using ML and historical delivery data
  • Improve communication with AI-generated summaries and message suggestions

Connect your essential tools and keep data aligned

Birdview PSA integrates with 6,000+ tools, helping consulting firms keep their existing workflows while staying connected. From CRM systems (Salesforce, HubSpot) to accounting tools (QuickBooks, NetSuite) and collaboration platforms (Microsoft Teams, Slack, Google Drive), your data stays in sync.

Explore integration opportunities

Proven results from client case studies

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Deliver consulting projects with clarity using Birdview PSA

Top-rated Canadian engineering project management software

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Frequently Asked Questions

  • Birdview PSA is professional services automation software designed to manage consulting engagements. It combines project planning, resource management, time tracking, financial monitoring, and collaboration in one system.

  • Yes. Birdview PSA supports multilingual teams and can work with Canadian dollar (CAD) billing, helping Canadian consulting firms manage projects and invoices.

  • Yes. Birdview PSA provides a unified view of all active projects so teams can prioritize work, allocate resources, and track progress across engagements.

  • Yes. Teams can configure workflows, project templates, dashboards, and reports to match how their consulting projects are planned and delivered.

  • Yes. Canadian consulting teams use Birdview PSA to manage projects, resources, and finances while maintaining visibility across client engagements and internal work.

  • Birdview PSA provides documentation, tutorials, webinars, and ongoing support. Enterprise customers also receive onboarding assistance and a dedicated success manager.

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