Connect proposals, staffing, phase budgets, time, and billing so principals see utilization, margin, and phase risk in real time, from signed contract to invoice.
Design lives in one system, time in another, budgets in a spreadsheet, and billing in your accounting tool. Every handoff between them is where hours go untracked and margin slips.
Design phases run long on senior time, and no one sees the overrun until the phase is already unprofitable.
"Who has room for this project?" gets answered by asking around, after the proposal is already out.
Extra rounds and client changes pile up outside the contract, untracked, until someone writes them off.
*Results based on published Birdview customer case studies.
Birdview connects estimating, capacity, staffing, project delivery, financial control, and billing so the plan approved in the proposal stays connected through every project phase.
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 margin.
Architecture-focused tools support fee, time, and invoicing workflows. Birdview adds firm-wide capacity planning, resource forecasting, live margin visibility, and BI reporting powered by Power BI.
Accounting-first platforms handle complex project financials, often with long rollouts. Birdview gives architecture firms delivery-led control over capacity, phase budgets, and billing, with implementation measured in weeks, not quarters.
Built-in BI reporting powered by Power BI, with prebuilt reports and dashboards connected to live project, resource, and financial data. Zero manual report building or CSV exports.
Foundation for connected delivery
Plans, staffing, forecasts, and chat, powered by AI.
Birdview AI works with the live project, resource, and financial data already in your account to build plans, recommend project teams, forecast completion, summarize updates, and surface projects that need attention.
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.
Salesforce · Microsoft Teams · Microsoft Project · SharePoint · QuickBooks · Xero · 6,000+ other business tools
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.
See how architecture teams plan capacity, control delivery, and protect margin, from proposal to final invoice.
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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