Birdview PSA review: PSA software for projects, resources, time and billing. Project Management plans start at $9 per user/month, billed yearly.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Birdview PSA is professional services automation software that puts projects, resources, time and project finance on one platform. The company's pitch is that services businesses should stop running on spreadsheets and instead know who is billable, who is available and what each engagement will earn before the quarter closes.
It comes in two editions. Birdview Professional Services covers pipeline, resources, delivery, financials and billing for firms in engineering, architecture, IT services, business consulting and software implementation. Birdview Project Management serves internal teams such as PMOs, IT groups, government and healthcare with projects, portfolios, resources and budgets. The site cites 4.5/5 on Capterra and 25 years as an independent, profitable company.
Birdview describes an eight-step flow: estimate and quote, sales to delivery handoff, schedule and resource planning, execution, time and expense tracking, monitoring, billing and forecasting. A quote is built from hours at real rates, fixed-fee milestones and a service library, and scope, budget and contacts move from CRM to a project without re-keying.
Work is scheduled against a live view of everyone's load, so overloaded people are flagged and capacity is visible before dates are committed. Time is logged from desktop, mobile or calendar, approved weekly and flows into project actuals. Milestones, tracked hours and expenses roll into invoice-ready totals that can be sent to an accounting system, and a forecast combines actuals with planned work.
Resource management is central: workload by person and week, demand versus capacity, skills-based staffing suggestions and hiring forecasts. On the financial side, Birdview tracks Estimate at Completion, actuals and committed costs per project and raises budget burn alerts. Reporting includes 250+ interactive reports and dashboards covering performance, finances, utilization, capacity and time.
Birdview AI adds a project plan assistant that drafts a work breakdown structure, a resource assistant that matches people by role, skill, availability and rate, an ML completion forecast with confidence ranges, a message assistant and a project chat assistant. An AI agent is listed as coming soon. Birdview MCP, in beta, lets ChatGPT and Claude read and update supported data within the connected user's permissions.
Birdview PSA is professional services automation software that brings projects, resources, time tracking, project finance and billing into one platform. It is aimed at services firms such as engineering, architecture, IT services and consulting, and it also offers a Project Management edition for internal teams.
For Birdview Project Management, Lite is $9 per user per month for 1-10 users and Team is $24 per user per month for 5-100 users, both billed yearly. Enterprise is priced by quote. Pricing for the Professional Services edition was not listed on the pages reviewed.
The pages reviewed show no free plan. The pricing page offers Get Started and Buy now options on Lite and Team, but does not describe a free trial, so confirm trial terms with Birdview directly.
Birdview lists integrations with Office 365, Microsoft Teams, Jira, ServiceNow, QuickBooks, Adobe Creative Cloud, SharePoint, Excel, MS Project, Outlook, OneDrive and TimeControl. It also connects to 4000+ apps through Zapier, has a REST API, and offers Birdview MCP in beta for ChatGPT and Claude.
Birdview AI includes a project plan assistant, resource assistant, completion forecast, message assistant and project chat assistant. An AI agent is listed as coming soon. The company states project data is never used to train external AI models.
Birdview states it is SOC 2 Type II audited annually. It offers SSO and SAML, granular role permissions, hosting in the USA, Canada or Europe, and a single-tenant option for regulated industries.
Birdview suits services firms in engineering, architecture, IT services, business consulting and software implementation that want one system for quoting, staffing, delivery and billing. It also fits PMOs and internal teams managing complex portfolios.
The Project Management Lite plan targets small teams of 1-10 users at $9 per user per month. The full Professional Services PSA is positioned for services firms scaling beyond spreadsheets, and the site cites a typical go-live of 4-6 weeks.