PSA software for Canadian IT services teams

Plan work, assign the right specialists, track billable time, and keep IT projects profitable in one system. Birdview PSA helps IT teams coordinate delivery, resource planning, budgets, and invoicing.

Project Management Software for IT Services
Trusted by Canadian and global businesses

Why Birdview

Birdview PSA brings a clear view of projects, people, and finances into one workspace, helping teams coordinate delivery, staffing, and project performance. Whether your Canadian company provides managed IT services, infrastructure support, or custom software development, the platform helps maintain visibility and operational control across every client engagement.

Structured change and scope control

Keep project requirements organized and manage scope changes without disrupting delivery. Get structured updates and benefit from built-in communication.

Work prioritization and delivery progress

Organize development work, support tasks, and fixes in one place. Teams can easily see priorities and track progress across sprints and milestones.

Team workload transparency

Assign work according to real availability and technical skills. Workload views help distribute tasks evenly and keep delivery capacity visible.

Time visibility and financial insight

Log time spent on project work and connect it to budgets. This helps teams understand margins, improve estimates, and capture billable effort.

Adaptable billing and invoicing

Generate invoices from approved time, expenses, or selected billing models such as retainers, time-and-materials, or fixed-price work.

Unified operational workflows

Bring projects and workflows into one system. Automated updates, approvals, and reporting help teams work more consistently.

Greater control over complex IT projects

Birdview PSA helps Canadian IT service teams, including development teams, support specialists, and project leaders, plan work, monitor progress, and adjust when priorities change.

  • Real-time timelines, sprint updates, and backlogs across all teams
  • Adapt to changing client requirements without disrupting budgets or schedules
  • Organize feature work, bug fixes, and support tasks with flexible boards
  • Support Agile, Waterfall, or hybrid delivery models
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

Right IT specialists for the right projects

Clear insight into team capacity, skills, and availability helps IT service organizations distribute work effectively and keep delivery balanced across projects.

  • Assign team members using real-time availability, roles, and technical skills
  • Balance workloads with visual capacity views and workload heatmaps
  • Anticipate hiring needs through demand forecasting and scenario planning

Security and data protection aligned with Canadian requirements

Birdview PSA helps Canadian IT service teams manage client and project data while supporting national privacy expectations and enterprise security standards.

  • Host project and client data in Canadian data centres to support data residency requirements
  • Hosted on Microsoft Azure infrastructure with ISO 27001 and SOC 1, SOC 2, and SOC 3 certifications
  • Align with Canadian privacy frameworks such as PIPEDA and evolving provincial regulations
  • Maintain clear oversight of how project, client, and operational data is accessed and protected
Security shield with SOC compliance and data protection features

Time, budgets, and billing in one system

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
Time tracking and cost control

Accurate time records and real-time budget data help Canadian IT service teams monitor costs and understand project profitability without relying on multiple systems.

  • Analyze billable and non-billable hours across teams
  • Compare planned and actual budgets for projects and portfolios
  • Identify the most profitable clients and engagements
  • Connect time entries directly to billing to reduce revenue leakage
Explore cost and budget management
Birdview invoice template showing billing details, itemized charges with rate, quantity, amount, and a total of $10,035 after discount
Flexible invoicing for IT services

Different client agreements require adaptable billing processes. Structured invoicing helps IT teams generate accurate invoices while keeping financial workflows organized.

  • Configure billing rules based on client agreements
  • Convert approved time and expenses into invoices
  • Export invoices to accounting systems like QuickBooks
  • Track invoice status, history, and related project details
Explore billing and invoicing
BI dashboard showing

Clear insight into performance and results

Birdview PSA gives Canadian IT service teams quick access to operational and financial data, helping leaders understand project health, team utilization, and delivery outcomes.

  • Monitor project progress, utilization, and profitability in one view
  • Build role-based dashboards for different teams and managers
  • Analyze trends across clients, teams, and service lines with built-in BI tools

Stronger coordination across teams and clients

Smooth collaboration helps IT service teams stay aligned while reducing unnecessary administrative work.

  • Automate task updates and approvals to reduce routine admin work
  • Use workflow templates to standardize team collaboration
  • Keep notes, files, and project discussions in one place
  • Share updates with stakeholders through the client portal
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

AI support for smarter planning and decisions

Built-in AI capabilities help Canadian IT service teams reduce manual planning, improve forecasting accuracy, and keep project communication organized.

  • Generate structured project plans with tasks and subtasks
  • Get the most suitable team members with AI based on skills and availability
  • Estimate delivery timelines using ML and past project data
  • Create quick summaries and message suggestions to streamline communication

Connected workflows with 6,000+ integrations

IT service teams can link Birdview PSA with the tools they already rely on. Integrations with platforms such as Jira, Slack, Microsoft Teams, and Salesforce help keep systems connected and information flowing across the entire tech stack.

Explore integration opportunities

Proven results from client case studies

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Get more control over IT delivery with Birdview PSA

Top-rated Canadian IT professional service automation software

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Frequently Asked Questions

  • Birdview PSA is a professional services automation platform designed for IT service organizations. It helps manage projects, resources, time tracking, budgets, and collaboration in one centralized system.

  • Birdview PSA helps teams manage changing client requirements, balance workloads, and maintain delivery schedules. It connects planning, execution, and reporting so teams can manage projects with greater clarity.

  • The platform helps IT teams control scope, track budgets, and coordinate work across teams. It also supports flexible billing models and provides insight into project profitability and resource utilization.

  • Yes. Birdview PSA can be configured to match different delivery processes. Teams can customize workflows, roles, reports, and project structures to fit internal operations and client needs.

  • Yes. Birdview PSA supports multiple languages, including French, and allows teams to work with different currencies such as CAD, which helps Canadian organizations manage projects and financials more easily.

  • Birdview PSA is commonly used by IT consulting firms, managed service providers, and software development teams that manage multiple client projects and require visibility into resources and finances.

  • The platform allows teams to document scope adjustments, request approvals, and monitor the impact on timelines and budgets while keeping stakeholders informed.

  • Yes. Birdview supports multiple delivery approaches, including Agile, Kanban, Waterfall, and hybrid models, allowing teams to work in the way that suits their projects best.

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