Birdview PSA connects pipeline, capacity, delivery, financials, and billing so IT teams see utilization, margin, and delivery risk in real time, from signed SOW to invoice.
As IT services firms grow, pipeline, delivery, time, budgets, and billing spread across disconnected systems. Capacity gets committed before it is verified, budget and margin risk stay hidden, and billable hours go unbilled. Birdview brings resource planning, project execution, financial control, and invoicing into a single platform.
Delivery and task tracking tools follow work items and progress without connecting them to capacity, utilization, project financials, and billing. Birdview brings those workflows into one view.
MSP PSA platforms are built around tickets, SLAs, RMM tools, and recurring services. Birdview is built for project-based IT services: SOWs, capacity, milestones, change control, billing, and margin.
Enterprise PSA platforms support complex requirements but often require longer implementations. Birdview gives growing IT services firms connected control over capacity, delivery, and billing, with rollout measured in weeks, not quarters.
Built-in BI reporting powered by Power BI, with prebuilt reports and dashboards using the same live project, resource, and financial data.
Foundation for connected delivery
Your project and client data is never used to train external AI models.
Birdview AI works with the live project, resource, and financial data in your workspace to support planning, staffing, forecasting, and communication.
Your project and client data is never used to train external AI models.
Sales, delivery, finance, and collaboration systems.
Connect sales, delivery, finance, and collaboration systems without forcing teams to abandon their existing tools.
Salesforce · HubSpot · Jira · Azure DevOps · QuickBooks · NetSuite · Xero · Microsoft Teams · Outlook · and 6,000+ more via Zapier and Workato
Guided setup, migration, training, and launch.
Guided setup, workflow configuration, data migration, and role-based training support your team from kickoff through go-live.
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 IT services firms, including capacity planning, utilization, integrations, billing, and implementation.
IT PSA software connects the full lifecycle of project-based IT work, including pipeline, scoping, resource planning, delivery, time tracking, financials, and billing. Project management software focuses mainly on plans, tasks, and deadlines. Birdview PSA combines project management with capacity, utilization, billing, and margin visibility.
Birdview PSA is designed for project-based IT services firms managing multiple client engagements, shared specialists, and mixed billing models. This includes IT consulting, software development, systems integration, DevOps and cloud, AI initiatives, and cybersecurity services.
It is generally not intended for solo consultants, teams that only need task tracking, or MSPs looking primarily for ticketing, SLAs, and RMM workflows.
MSP PSA platforms are built around tickets, SLAs, RMM integrations, and recurring service contracts. Birdview is designed for project-based delivery, including SOWs, milestones, staffing, utilization, change control, billing, and engagement margin.
Many MSPs use both: a service desk for tickets and Birdview for complex client projects.
Yes. Birdview integrates with Jira and Azure DevOps so delivery teams can keep their existing workflows while project progress, time, budgets, forecasts, and billing data stay connected in Birdview.
Birdview shows billable and non-billable utilization by person, team, role, and skill alongside workload and availability. Delivery leaders can see bench time, overload, skill gaps, and future pipeline demand before new work is committed.
Birdview supports time-and-materials, fixed-fee, milestone, retainer, managed services, and blended billing models. Approved time and expenses flow through rate cards into invoice-ready data, which cuts leakage and manual reconciliation.
Most teams go live in 4–6 weeks, depending on data quality and workflow complexity. Implementation includes workflow design, guided migration, configuration, and role-based training.
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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.
