Birdview PSA connects delivery, capacity, financials, and billing in one workflow. AI-assisted forecasting and BI analytics support budget control across every phase, from proposal to invoice.
As architecture firms grow, design lives in one system, time in another, budgets in spreadsheets, and billing in the accounting tool. Phase budgets overrun before anyone notices, capacity becomes guesswork, and additional work gets buried in revisions and written off. Birdview connects estimating, capacity, staffing, delivery, financials, and billing in one workflow from proposal to final invoice.
Task tools track deadlines and deliverables, while staffing plans and fee schedules in spreadsheets quickly go stale. Birdview connects architecture work directly to live capacity, phase budgets, billing, and firm-wide margin visibility.
Architecture-focused tools support fee, time, and invoicing workflows. Birdview adds firm-wide capacity planning, resource forecasting, live margin visibility, and built-in BI reporting with Power BI.
Accounting-first platforms handle complex project finances but can require heavier configuration and longer rollouts. Birdview gives architecture firms delivery-led control over capacity, phase budgets, and billing, with rollout measured in weeks, not quarters.
Built-in BI reporting with Power BI gives key stakeholders live visibility into project, resource, and financial data through prebuilt reports and dashboards.
Foundation for connected delivery
Your project and client data is never used to train external AI models.
Birdview's AI is built around how project teams actually deliver: generating plans, matching people, forecasting outcomes, drafting updates, and answering questions in plain English. It works from the project, resource, and financial data already in your account.
Your project and client data is never used to train external AI models.
CRM, collaboration, and accounting systems.
Connect Birdview to the business systems around your architecture workflow, from CRM and accounting to communication, scheduling, and document processes.
QuickBooks · Xero · Salesforce · HubSpot · Microsoft Teams · Outlook · Google Workspace · Microsoft Project · 6,000+ apps through connected automation platforms
Guided setup, migration, training, and launch.
Guided setup, workflow configuration, data migration, and role-based training, led by a named implementation lead.
Most teams go live in 4–6 weeks.
SOC 2 Type II · SSO and SAML · Granular role permissions · Multi-region hosting · Single-tenant option
Project and client data is never used to train external AI models.
Answers to common questions about Birdview PSA for architecture firms, including capacity planning, fee tracking, integrations, utilization, billing, and implementation.
PSA, or professional services automation software, connects the full lifecycle of project-based work: proposals, resource planning, delivery, time tracking, billing, and financial visibility. Standard project management software focuses on project plans, tasks, schedules, and deliverables. Birdview PSA includes project management and connects delivery to staffing capacity, phase budgets, utilization, billing, and margin.
Birdview PSA is best suited for growing architecture firms managing multiple concurrent projects, shared staff across studios or disciplines, and fixed-fee, hourly, milestone, or phase-based invoicing. It is especially valuable when leaders need live visibility into capacity, budget burn, utilization, and margin across active and proposed work.
Birdview is usually not the right fit for solo practitioners without a team to schedule, firms that only need basic task tracking, or teams looking for CAD, BIM, or design authoring software.
Yes. Birdview PSA gives architecture firms one operational platform for project delivery, staffing, time, project financials, billing, and reporting. It works alongside CAD, BIM, document management, and general ledger accounting systems rather than replacing design authoring or core accounting software.
Architecture-focused tools support project, fee, time, and invoicing workflows built around A&E practices. Birdview adds deeper firm-wide capacity planning, resource forecasting, connected project financials, live margin visibility, and embedded BI reporting powered by Power BI for firms managing more complex teams and project portfolios.
A&E accounting platforms manage core financial operations, while document management platforms organize drawings, files, emails, and project records. Birdview focuses on delivery control: capacity, staffing, project phases, budgets, time, billing, and margin. Firms can keep documents and general ledger accounting in their existing systems while managing project delivery and project financials in Birdview.
Birdview supports project planning, staffing, scheduling, budgets, collaboration, and financial control for architecture and other project-based teams. It is not a specialized field construction platform for RFIs, submittals, punch lists, site inspections, or contractor coordination. Firms that need both can keep field workflows in a construction management system and manage architecture delivery, capacity, time, and billing in Birdview.
Birdview supports time-and-materials, fixed-fee, milestone-based, and hybrid billing workflows, including fixed fees by project phase or deliverable. Architects can log time and expenses from desktop or mobile, while approved entries stay connected to projects, rate cards, billing rules, financial review, and invoicing.
Most Birdview PSA teams go live in 4–6 weeks. Guided onboarding includes workflow configuration, data migration, role-based training, and launch support. Timelines may vary for larger deployments, complex data migrations, or custom integrations.
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Birdview is a Canadian company.
There's a Canadian version of this page — same solution, plus Canadian data hosting, CAD pricing, and support in your time zone.
