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CONSULTING PSA SOFTWARE

Staff smartly.
Deliver on plan.
Bill without leakage

Connect pipeline, capacity, delivery, time, financials, and billing for real-time visibility into utilization, margin, and delivery risk, with AI-assisted staffing and forecasting from proposal to invoice.

SOC 2 Type II · Built-in BI reporting · Typical go-live: 4–6 weeks
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As consulting firms grow, delivery gets harder to control

Pipeline, staffing, delivery, time, budgets, and billing spread across disconnected systems and basic tools. Teams make delivery commitments before capacity is verified, while margin risk stays hidden until work is already off track.

Birdview connects them in one system, so teams verify capacity before committing, spot margin risk early, and adjust staffing, scope, or schedule before work goes off track.

Delivery control as the firm grows

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Accelerate consulting delivery with built‑in AI assistance

Birdview AI works with live project, resource, and financial data to build engagement plans, recommend consultants by skill and availability, forecast completion dates, summarize project activity, and answer questions about utilization, margin, and delivery risk.

Message Assistant

Draft updates and summarize project discussions.

Project Chat Assistant

Ask questions about live project data in plain English.

Resource Assistant

Match consultants by role, skill, availability, and rate.

Project Plan Assistant

Generate structured project plans with phases, tasks, and subtasks.

Completion Forecast

Predict likely completion dates using delivery history, with confidence ranges.

One connected workflow from
proposal to invoice

Proposal planning and project handoff

  • CRM sync: keep business development and delivery aligned as opportunities become engagements
  • Capacity modeling: check proposed scope against real resource availability before signing SOWs
  • Data-driven estimates: build proposals from roles, rates, and staffing requirements, not guesswork
  • Quote creation: create client-ready quotes from approved scope, rates, and planned effort
  • Project handoff: convert won deals into structured engagements with scope, phases, and budgets carried forward
CRM integration syncing won opportunities into Birdview projects

Staffing and capacity planning

  • Capacity view: monitor availability by role, skill, and current project workload
  • Demand planning: balance active assignments against upcoming sales pipeline demand
  • Find Candidates AI: match consultants to engagements by role, skill, availability, workload, and cost
  • Capacity risk: spot resource bottlenecks and skill gaps before they affect delivery schedules
AI-assisted candidate recommendations matching people to project roles by skills, availability, and workload

Engagement health and client visibility

  • Health tracking: monitor engagement health across phases, milestones, and client accounts
  • Change control: keep extra work, approvals, and scope changes tied to the contract baseline
  • Client Portal: give clients shared visibility into progress and approvals
  • Live status: track schedule variance and percent complete without chasing updates
Portfolio summary dashboard with metrics by client, change request sign-off status, and engagement budgets

Financial control and margin protection

  • Budget control: track budget vs. actual costs, billable and non-billable hours, and burn rate
  • Estimate at Completion (EAC): forecast final cost and margin by engagement or phase
  • Live profitability: monitor engagement margins while work is in progress
  • Margin risk: spot margin pressure early enough to adjust staffing or scope
Project financials showing actual cost, estimate to completion, estimate at completion, and budget variance

Billing and revenue capture

  • Flexible billing: support retainer, time-and-materials, fixed-fee, and milestone billing
  • Rate cards: apply approved rates to billable time by role, client, and billing period
  • Leakage prevention: keep billable hours, approved expenses, and approved extras connected to invoicing
  • Accounting sync: send billing data to QuickBooks, Xero, NetSuite, or your accounting system
Invoice preview for a consulting client with itemized services, rates, quantities, and totals

Why Birdview fits consulting delivery

Role-based visibility

Different views. Same source of truth.

Birdview PSA gives every role visibility into the metrics and work that matter through Power BI reporting and prebuilt reports and dashboards.

Portfolio health, firm capacity, and profitability

  • Monitor portfolio health: track utilization, margin, and performance across engagements
  • Validate capacity: compare proposed work against real availability before committing the firm
  • Track practice metrics: analyze billable utilization, budget burn, and margin by client and service line
  • Make timely decisions: decide what to accept, delay, restaff, or renegotiate before margin erodes
Projects Review dashboard with charts for portfolio, status, team lead, health, schedule, and budget

Delivery execution, scope, and project margins

  • Track engagement health: monitor progress across phases, milestones, budget burn, and client status
  • Analyze scope impact: see how scope changes affect timelines, Estimate at Completion (EAC), and margin
  • Protect project baselines: adjust scope, staffing, or schedules before milestones slip
  • Capture billable extras: keep approved scope changes connected to billing
Project Analysis Dashboard showing project progress, schedule variance, costs, margins, and hours by status

Revenue capture, billing accuracy, and cost control

  • Track project costs: monitor labor costs, budget burn, and invoice-ready data by engagement and phase
  • Prevent write-offs: spot margin pressure before overruns turn into write-offs
  • Streamline billing: turn approved time and expenses into invoice-ready data without manual reconciliation
  • Connect delivery and financials: keep project activity, billing, and margin reporting aligned
Actual and forecasted cost vs. budget report by project with budget variance

Priorities, workload, and time tracking

  • Focus on priorities: see assigned work, deadlines, and priorities in one place
  • Capture time quickly: log billable and non-billable time on desktop or mobile while work is fresh
  • Flag blockers early: surface delivery issues without waiting for status calls
  • Stay aligned: keep progress visible without manual status chasing
Birdview time tracking screen for logging hours against assigned project work

Foundation for connected delivery

Connected systems. Enterprise Security. Live in weeks

Integrations

Sales, delivery, finance, and collaboration systems.

Integrations

Connected ecosystem

Connect Birdview to the stack you already run.

QuickBooks · Xero · NetSuite · Salesforce · HubSpot · Microsoft Teams · Outlook · Slack · Google Workspace · ChatGPT and Claude via Birdview MCP · and 5,000+ more via Zapier and Workato

Security

SOC 2 Type II, SSO, and regional hosting.

Security

Enterprise-grade protection

Give teams secure access while protecting project data, internal workflows, reporting, and AI-assisted work.

See security overview

Implementation

Guided setup, migration, training, and launch.

Implementation

Enterprise-ready. Live in weeks, not months.

Guided configuration, migration, and role-based training from kickoff through go-live.

Most teams go live in 4–6 weeks.

Teams that switched. Results that speak

SES Consulting case study

“With the help of Birdview PSA, SES is now able to reach higher levels of operational...”

Engineering · Business Operations
BoomData case study

“With Birdview PSA, every consultant is using the same system, which adds more discipline to our approach to...”

IT and Services · Professional Services
Maine Rural Water Association case study

“With Birdview, the time tracking became seamless. Before, I was entering information into three different...”

Environment & Sustainability · Project Management

Ready to see Birdview PSA in action?

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Frequently Asked Questions

Answers to common questions about Birdview PSA for consulting firms, including capacity planning, utilization, integrations, billing, and reporting.

  • PSA software connects the full lifecycle of client work, from proposals and resource planning to delivery, time tracking, billing, reporting, and profitability. Project management software focuses primarily on plans, tasks, deadlines, and deliverables. Birdview PSA connects project delivery with capacity, utilization, financials, and billing.

  • Birdview PSA is built for project-based consulting firms managing multiple client engagements, shared resources, utilization, and different billing models.

  • Enterprise PSA platforms support complex requirements but often require longer implementations. Lightweight platforms connect sales, projects, time, and billing with less depth in resource planning and financial control. Birdview combines capacity planning, resource forecasting, margin visibility, and BI reporting with rollout measured in weeks, not quarters.

  • Birdview supports retainer, time-and-materials, fixed-fee, and milestone billing. Consultants log time from desktop or mobile, while approved time and expenses stay connected to rate cards, billing rules, and invoicing.

  • Yes. Birdview connects with CRM and accounting systems including Salesforce, HubSpot, QuickBooks, Xero, and NetSuite, helping keep project and billing data connected from opportunity to invoice.

  • Birdview includes BI reporting powered by Power BI, with prebuilt reports and dashboards for utilization, project financials, portfolio health, budgets, and Estimate at Completion (EAC).

  • Yes. Birdview lets teams compare upcoming demand with available capacity, so they can identify resource pressure and skill gaps before committing to new work.

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