The Birdview PSA platformConnect resource planning, project delivery, time, billing, and financial control in one AI-assisted workflow from quote to cash.
“The most dramatic improvement has been that the duration of our high volume projects has decreased by 30% since we started using Birdview PSA.”
Task tools track assignments and deadlines well. Spreadsheets hold staffing plans, utilization models, and rate cards that quickly go out of date. Birdview connects delivery, capacity, billing, and margin in one live workflow.
All-in-one PSA tools connect projects, time, and billing well. Birdview adds deeper capacity planning, resource forecasting, live margin visibility, and BI reporting powered by Power BI as delivery grows more complex.
Enterprise PSA platforms handle complex requirements well, often with long, resource-heavy rollouts. Birdview delivers the same depth in resource planning, financial control, billing, and BI reporting, and gets growing services firms live in 4–6 weeks.
Every capability runs on the same live data, so work moves from one step to the next without rekeying, exports, or manual reconciliation.
Enterprise-grade security. Your project data is never used to train external AI models.
Enterprise-ready foundation
Answers to common questions about Birdview PSA, including resource planning, project delivery, billing, integrations, security, and implementation.
Birdview PSA is built for professional services organizations managing client delivery, including IT services, consulting, engineering, and architecture firms. It is a strong fit for teams that have outgrown task tools or spreadsheets and need better control over projects, resources, billing, and client collaboration.
Birdview Project Management is built for internal teams managing projects, portfolios, resources, and budgets without client billing. Birdview PSA adds the capabilities services firms need for client delivery, including billing, rate cards, margin tracking, and a client portal.
Yes. Birdview PSA manages internal, non-billable projects alongside client engagements using the same resource pool and portfolio views.
Yes. Birdview PSA includes a client portal for sharing progress, approvals, files, deliverables, and project information while keeping internal data protected.
Yes. Birdview PSA connects with Salesforce, HubSpot, QuickBooks, Jira, Microsoft Teams, and other business tools, plus thousands more through Zapier, Workato, and API access.
Birdview PSA provides enterprise-grade security controls, with access managed by role, team, client, and project. Birdview is SOC 2 Type II audited and does not use private project or client data to train external AI models.
Most teams go live in 4–6 weeks, with guided onboarding that includes workflow setup, data migration, team training, and launch support.
Your 14-day trial is ready! Explore Birdview's full potential by scheduling a call with our Product Specialist.
We've sent an activation link to email. Check your inbox!
