End-to-end PSA solution built to optimize

service delivery

Professional services automation software helps professional services organizations manage project delivery, resources, billing, and financial performance in one system. Birdview PSA gives professional services teams a single source of truth for capacity planning, utilization, project profitability, and visibility across the client delivery lifecycle.

Capacity planning helps professional services teams forecast resource demand and availability so they can assign the right people to the right work at the right time. Birdview PSA helps service providers plan capacity earlier, improve utilization, reduce bottlenecks, and take on new work with more confidence.

Resource utilization improves when professional services organizations have clear visibility into workload, availability, and capacity across projects. Birdview PSA helps delivery teams balance workloads, avoid under- or overutilization, and reassign resources faster when priorities change.

Project profitability is tracked by comparing budgets, costs, margins, time, and expenses throughout delivery. Birdview PSA gives professional services teams real-time visibility into project financial performance so they can make better decisions and keep projects profitable.

PSA software helps service providers track billable work, capture expenses, and generate invoices more accurately and efficiently. Birdview PSA supports fixed-fee and time and materials billing, lets project teams mark hours as billable or non-billable, and helps speed up invoicing from delivery to payment.

A strong sales-to-delivery handoff connects qualified opportunities, intake, and delivery planning so projects can start faster and with better visibility. Birdview PSA connects CRM, intake, and delivery planning to help professional services teams see demand earlier and plan staffing before work begins.

Professional services teams need reporting that gives visibility into project health, profitability, utilization, schedule variance, budget variance, and risk. Birdview PSA provides 300+ pre-configured dashboards, reports, and Power BI insights for executives, PMO teams, and operations leaders.

Professional services organizations should look for PSA software that connects with their existing business tools and makes it easy to collaborate with clients and stakeholders. Birdview PSA integrates with 6,000+ apps and includes a Client Portal for project updates, approvals, files, and discussions.

Yes, Birdview’s Professional Services software is designed to manage multiple client projects at once, providing a centralized platform to monitor progress, allocate resources, and manage dependencies across all projects.

Our Professional Services project management software ensures accurate tracking of billable hours and expenses, it supports various billing methods including T&M and fixed fee projects. Birdview PSA offers built-in invoicing as well as seamless integration with various invoicing software.

Yes, Birdview PSA provides comprehensive onboarding and 24/7 technical support. Our services include a comprehensive implementation, a personal product manager, complete data migration, and a personalized training program. We assist with business workflow design, applying industry best practices, custom instance setup, and integrating your existing solutions.

PSA software helps remote teams stay organized by keeping project management, resource planning, and time tracking in one place. Since it’s cloud-based, team members can access it from anywhere, check progress in real-time, and work together easily, no matter where they are or what time zone they’re in.

Yes, Birdview PSA software can improve resource management by clearly showing everyone's workload and availability. It helps prevent burnout by setting realistic goals and predicting busy periods so managers can adjust plans and distribute tasks more effectively.

Birdview PSA uses project and resource data to create accurate revenue estimates. Tracking billable hours, expenses, and milestones, helps teams predict income based on project progress. This makes managing cash flow easier and aligning budgets with project schedules.