AI TOOL PROFILE
Birdview PSA: Project, Resource & Financial Management Software
- Operations
- Project Management
- Professional services firms
- Internal project management teams
- Engineering and IT services providers
- Business consulting firms
- Marketing and creative agencies
Pricing
Paid plans start at $9 per user/month for the Lite plan and $24 per user/month for the Team plan, billed annually. A 14-day free trial is available.
At a glance
- Best for
- Professional services firms, Internal project management teams, Engineering and IT services providers, Business consulting firms, Marketing and creative agencies
- Key use cases
- Professional Services Delivery, Resource Capacity Planning, Project Financial Tracking, Client Collaboration
- Integrations
- QuickBooks, MS Outlook, Jira, Salesforce, Hubspot
- Official website
- Visit Birdview PSA official website
How AI is used
Birdview PSA is a project management and professional services automation (PSA) tool designed to centralize project, resource, and financial data. It provides a space to track billable hours, manage project budgets, and coordinate team schedules.
The software is built for professional services companies and internal corporate teams. It supports workflows for time and expense tracking, project budgeting, and client invoicing for fixed-fee and time-and-materials projects.
Beyond task tracking, the platform includes tools for resource capacity planning and a client portal for stakeholder communication. It also includes AI assistants that may help create project templates or predict completion timelines.
Buyers should confirm which license tier they need, as advanced resource planning and AI forecasting tools are available on the Enterprise plan, while the Lite plan is designed for basic task management.
Key Features
Resource Planning and Scheduling
Tools to identify staff by role and skill, manage workloads, and simulate future resource demand.
Billing and Invoicing
Supports flat-fee, milestone, and time-and-materials billing models with PDF export.
Time and Expense Tracking
Includes timers, timesheets, and expense logging with approval workflows for project costs.
AI Assistant
Designed to help automate project template creation and predict project completion dates.
Project Portfolio Management
Allows users to group multiple projects into portfolios for budgeting and prioritization.
Business Intelligence Dashboards
Provides over 300 pre-configured reports to monitor financial KPIs and team performance.
Use Cases
Professional Services Delivery
Managing the lifecycle of client work from sales handoff and estimation to final invoicing.
Resource Capacity Planning
Matching employees to project roles based on skills and availability to manage team utilization.
Project Financial Tracking
Monitoring planned versus actual costs, tracking billable hours, and managing project budgets.
Client Collaboration
Using a dedicated client portal to share project progress and manage the approval of deliverables.
Integrations
- QuickBooks
- MS Outlook
- Jira
- Salesforce
- Hubspot
- Adobe Creative Cloud
- Microsoft Teams
- SharePoint
- OneDrive
- ServiceNow
- Zapier
- Workato
FAQ
Who is Birdview PSA designed for?
- It is designed for professional services companies and internal teams that need to manage projects, employee workloads, and client billing in one place.
What are the different pricing tiers?
- Birdview offers a Lite plan at $9/user/month and a Team plan at $24/user/month (billed annually), as well as an Enterprise plan.
Can Birdview PSA integrate with accounting software?
- Yes, Birdview PSA supports integration with QuickBooks for transferring time logs and syncing invoices.
Source category: Operations
Source subcategory: Project Management
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