Professional Services Automation (PSA)

Projects, Resources, Finances: A Single Source of Truth
for Service Delivery Teams

Birdview PSA helps increase profitability by automating
and optimizing the entire service delivery cycle

Birdview PSA homepage cover

Birdview PSA Software, Evolved

Faster Implementation

Our industry-leading onboarding process leverages personalization and dedicated one-to-one support to get your team up to speed significantly faster than the typical PSA/ERP implementation.

Easier to Use

Ease of use is one of the most important factors influencing user adoption. This guiding principle is woven into Birdview’s functionality, resulting in a rich, award-winning user experience without the steep learning curve.


Full-featured professional services automation software usually comes with the trade-off of a higher price. With Birdview PSA you get all the features and functionality you expect from a premium solution, without compromising your budget.

A Single Source of Truth for:

  • Projects

    With the Birdview professional services automation software, you can keep the entire organization in the know with all project related details, files and communications in one place.

  • Resources

    Plan ahead and avoid bottlenecks before they happen with complete visibility into resource utilization: past, present, and future.

  • Finances

    Understand the financial health of any project, at any time. Real-time financial data enables you to change course on the fly to hit financial targets.

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project score card example resource planning for professional services financial project report for professional services

Full Visibility and Control with
Birdview PSA’s Interactive Resource Loading

Full visibility into the organization’s resources and complete control of their allocation.

Optimized resource utilization to avoid downtimes, burnouts, and high staff turnover rates.

Smart and advanced resource planning to help managers accurately and quickly estimate project's needs and find the right people for the job.

Support for future growth to help acquire new clients, close more deals, and increase revenues.

The possibility to visualize and adjust the assigned workload of the entire team as required.

resource loading for professional services

Streamline Your Services Delivery

Service Delivery Process Flow Chart Project Intake Project Plan Budget Schedule People Reporting & Dashboards Status & Progress Updates Expenses Timesheets Billing Resource Management Client Portal Submit Issues Submit Change Requests Newly qualified opportunities automatically trigger a project to be created in Birdview PSA. The project plan houses important project details such as the scope, financials, timelines and resources. Project KPIs progress Scheduling and financial metrics are captured in powerful business intelligence reports that provide clarity on the performance of any project. Invoicing data is automatically pushed to your Financial system or ERP of choice, streamlining the client billing process. Team allocation is enhanced by the ability to see the current and expected utilization for all team members. Stakeholders and clients can track the progress of the project, for all team members. This ensures submit requests and review items requiring approval without the need for a paid license.

Optimize Every Step of Your
Service Delivery Cycle

Birdview PSA integrations for professional services

Integrate with 2,000+
of your business tools

(Salesforce, Hubspot, MS Dynamics, Quickbooks, JIRA, etc), to streamline your business processes.

Best in Class Onboarding & Technical Support

Birdview clients achieve better results thanks to dedicated implementation consultants who offer personalized training, configuration, and award-winning support.

“Without the training, adoption would not have been as easy. I highly recommend the Implementation Program. With everything else we had going on, Birdview PSA Success Coach made getting started much easier."

Laura Goldstein Director of Marketing

Our Customers Have Already
Benefited From Using Birdview PSA

Increased efficiency

“We’re now able to create customized templates that we continually use and that provide us with consistent patterns that we rely on. Birdview PSA has helped us virtually automate our planning process, which is now 90% quicker

Stacie HayesCommunity and Project Integration Manager
Increased on-time & on-quality delivery

“With Birdview PSA, we have achieved more than we even imagined. It helped us to achieve 99.9% on-time on-quality project results.”

Ravindra Ambegaonkar Marketing Manager
Improved Cashflow

“Through faster billing and smoother intake process, using Birdview PSA has helped us improve our cash flow by decreasing our delivery-to-cash time by 15%.

Eric Baker Sr. Manager Service Delivery
Faster project planning

“Project planning used to take us 3-4 days to complete, now it takes us 3-4 hours.”

Roberto Villa Head of R&D

Take Your Service Business to the Next Level

Get Started with Birdview PSA