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      For internal teams seeking to enhance their project management and collaboration

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      For professional services companies aiming to streamline their entire delivery

    Features
    • Resource Planning
    • Reports and BI
    • Resource Scheduling
    • Project Portfolio
    • Project Management
    • Collaboration Tools
    • BIlling and Invoicing
    • Integrations
    • Budget and Costs
    • AI Assistant
    • Time Tracking
    • Client Portal
    • Security
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    • Engineering Civil, Medical, Electrical, Product design, etc.
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    • Onboarding & Implementation Software Deployment, Training, System Integration, Data Migration, etc.
    • Learn how PSA works From sales handoff to billing: see the entire service delivery lifecycle
    Internal projects
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Consulting software
to manage your client projects

End-to-end professional services automation software for consultants. Take control of every stage of your client projects — from estimates to invoicing.

Project Management Software for Business Consulting
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Why Birdview PSA

Birdview PSA brings together your consulting projects, resources, and finances into one centralized platform. Whether you specialize in Financial Advisory, IT Consulting, HR, or Business and Management Consulting, Birdview PSA provides full visibility and alignment across every engagement, team, and client interaction.

Improved project
delivery

Deliver on time, even when client priorities shift. Plan with clarity, track progress in real time, and manage scope changes without stress.

Optimized and balanced workload

Distribute work more evenly and assign people based on availability and expertise to avoid burning out your top consultant.

Financial clarity at every stage

Track project margins and catch scope changes early. Bill accurately and makes smarter decisions with a clear picture of financial health.

Seamless billing and invoicing

Automate time and expense tracking to generate invoices quickly for every billing model requested by your clients.

Efficient operations and workflows

Automate approvals, timesheets, and task updates so consultants can focus on client work—not clicking through different tools.

Centralized project and resource hub

Bring your project, resource, and financial data into one place. Remove silos and keep everyone on the same page.

Manage every project with clarity and control

Birdview PSA helps consulting teams stay on top of shifting priorities, evolving scopes, and multiple client projects through its Activity Center — without losing sight of deadlines, resources, or profitability.

  • Get real-time visibility into every phase of your projects, from planning through billing
  • Adapt quickly to scope changes while keeping delivery smooth and on track
  • Oversee all active engagements in one place to stay focused
Explore project management
Click on the Tabs
  • Work in progress
  • Table View
  • Gantt Chart View
  • Kanban View
  • Calendar View
Project tracking tool - table view
Project tracking tool - Gantt view
Project data - Kanban board view
Project data - Calendar view
Project tracking tool - table view
optimized resource allocation screen

Balance workloads to boost team efficiency

Whether you're managing internal teams or external contractors, Birdview PSA helps you make confident, data-backed decisions at every stage of the project lifecycle.

  • Match consultants to projects based on skills, availability, and workload
  • Identify and resolve resourcing conflicts before they impact delivery
  • Forecast resource demand to plan to hire or subcontracting needs
  • Balance workloads across teams to avoid burnout and underutilization
Explore resource planning

Manage time, costs,
and billing — all in one place

Track time, costs, and budgets with clarity

Birdview PSA gives consulting firms full visibility into financial performance at every stage of the engagement.

  • Gain valuable insights from your team's billable and non-billable hours
  • Compare forecasted vs actual financials to course-correct early
  • Capture time and expenses with ease—on desktop or mobile
  • Minimize revenue leakage with automated tracking and scope change alerts
Explore budget and costs
Manage client billing with accuracy

Streamline the entire billing and invoicing process to reduce errors, speed up cash flow, and adapt to client-specific billing models.

  • Automatically generate invoices from tracked time and expenses
  • Support flexible billing models like fixed fees, milestones, or time & materials
  • Integrate with leading accounting systems, such as QuickBooks, for a seamless workflow
  • Maintain full visibility into invoice status, history, and project context
Explore billing and invoicing

Turn complex data into project clarity

Birdview PSA equips consulting teams with powerful reporting and analytics tools that turn project data into actionable insights.

  • Track KPIs in real time to assess progress, resource use, and financial performance
  • Use live data to identify risks early and make informed course corrections
  • Customize dashboards and reports to fit your firm’s needs and priorities
Explore reporting
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Keep clients engaged and teams aligned

With everything in one place, your team can reduce admin work, streamline collaboration, and deliver a more transparent, consistent experience to clients.

  • Give clients real-time access to progress and deliverables through the Client Portal
  • Centralize notes, files, and project communication to avoid misalignment
  • Automate routine tasks and workflows to reduce manual effort
  • Set reminders and notifications to keep everyone on track without micromanaging
Explore collaboration

Integrate your essential tools and keep data in sync

Birdview PSA connects with 6,000+ tools to help your consulting firm run smoothly without disrupting your existing workflows. Whether you manage client relationships in Salesforce or HubSpot, handle finances instrong QuickBooks or NetSuite, or collaborate through Microsoft Teams, Slack, or Google Drive, Birdview PSA keeps everything in sync.

Explore integration opportunities

Business consulting teams rely on Birdview PSA to manage their projects

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

Industry: Engineering
Team Function: Business Operations

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

Industry: IT and Services
Team Function: Professional Services

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

Industry: Environment & Sustainability
Team Function: Project Management
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Boost consulting project delivery and margins with Birdview PSA

Top-rated consulting project management software

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Frequently Asked Questions

  • Birdview PSA is a professional services automation (PSA) platform designed specifically for managing and delivering consulting projects. It offers an easy-to-use system that brings together project management, time tracking, resource planning, budgeting, and team collaboration—everything consultants need to run projects efficiently from start to finish.

  • Birdview PSA helps consulting teams streamline project planning, track time and resources, control budgets, and collaborate more effectively. By centralizing these capabilities in one platform, consultants can optimize workflows, improve productivity, and deliver better results for every client engagement.

  • Birdview PSA gives you a centralized view of all active projects, allowing you to prioritize work, allocate resources, and track progress in real time. You can easily adapt to changing scopes, shifting deadlines, and evolving client expectations—without losing control.

  • Yes, Birdview PSA can be customized to meet the specific requirements of consulting projects. Birdview PSA allows teams to customize it to suit their specific workflows, goals, and projects.

  • Birdview PSA boosts team collaboration through its suite of communication tools, shared workspaces, and instant updates. It bridges the gap between team members, clients, and stakeholders. Birdview PSA facilitates joint task management, document exchange, and seamless communication. As a result, organizations get a more cohesive and productive work environment.

  • Birdview PSA project management software for consultants is designed for organizations seeking efficient solutions for managing consulting projects. Choosing the right project management software for consulting should involve aligning with the unique requirements of your organization, the scope of your projects, and your team's preferences. Focus on crucial features like efficient task management, comprehensive reporting, smooth integration with existing tools, and scalability to guarantee a solution that is both customized and efficient for your consulting needs.

  • Birdview PSA offers 24/7 support, detailed documentation, live webinars, and video tutorials. Enterprise clients receive white-glove onboarding and a dedicated success manager to ensure adoption and long-term value.

Products
  • Birdview Project Management
  • Birdview Professional Services
  • Pricing
Features
  • Resource Planning
  • Resource Scheduling
  • Project Management
  • Billing and Invoicing
  • Budget and Costs
  • Collaboration Tools
  • Time Tracking
  • Reports and BI
  • Project Portfolio
  • Integrations
  • AI Assistant
  • Security
  • On-premise deployment
Solutions
  • Enterprise Solution
  • Engineering Services
  • IT Managed Services
  • Architectural Services
  • Business Consulting
  • Marketing Services
  • Professional Services
  • Creative Teams
  • Advertising Agencies
  • Healthcare
  • Oil and Gas Services
  • Manufacturing
Resources
  • Resource Management Guide
  • Project Management Guide
  • Project Finances Guide
  • PSA Guide
  • PM Report Examples
  • Blog
  • Events
  • Podcast
  • Publications
Support
  • Support Center
  • Knowledge Base
  • API
  • Product updates
  • Feature Labs
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