Birdview PSA

Birdview PSA brings projects, resources, time and project finance into one platform, with the stated aim of replacing the spreadsheets that most services businesses still run on. The specific promise is knowing who is billable, who is available, and what every engagement will earn before it is delivered rather than after.

The workflow starts at the sales handoff. Scope, dates and resources transfer from the CRM, project estimation covers time, cost and effort using templates, and resource matching finds people by role, skills and availability. Project invoicing closes the loop by billing time, expenses and flat fee tasks across projects, which means the same system that promised the work also bills for it.

Pricing is published per user and billed yearly, which is unusual in professional services automation where quotes are the norm. Lite is 9 dollars per user per month for essential task management in teams of one to ten. Team is 24 dollars per user per month for full project management in teams of five to one hundred.

An Enterprise tier sits above these, adding advanced resource planning, project portfolio management and business intelligence. That tier is quoted rather than listed. For a services business weighing PSA platforms, the published lower tiers make Birdview considerably easier to trial than competitors that require a sales conversation first.