Birdview PSA

Birdview PSA is a project management and professional services automation platform that brings project delivery, resource planning, and financial tracking into a single system. It addresses the need to manage schedules, workloads, budgets, and billing across the full service delivery lifecycle, from sales handoff through invoicing.

Core capabilities include interactive Gantt charts, task and portfolio management, role-based resource scheduling with AI-powered candidate suggestions, time and expense tracking, budgeting, and invoicing with QuickBooks and Xero sync. Built-in Power BI dashboards provide reporting on utilization, profitability, and demand versus capacity. An AI assistant supports project plan generation, staffing, and completion date forecasting, and an MCP integration connects ChatGPT and Claude to the workspace. Integrations cover Office 365, MS Teams, Jira, ServiceNow, SharePoint, MS Project, Slack, Salesforce, HubSpot, and others, alongside an open API. A client portal supports guest collaboration, and custom fields, workflows, and permissions allow configuration.

Birdview PSA serves both internal teams managing projects and professional services firms handling end-to-end delivery, with an on-premise deployment option available. The platform is offered in Enterprise and PM Enterprise editions, with custom calendars and advanced resource planning tied to specific tiers.