Birdview PSA
Professional services platform that keeps resource planning, delivery, time and billing in one place.
Assistants draft a work breakdown structure, suggest people by skill and forecast completion dates from delivery data.
- Starting price
- From $9 / user / month
- Free trial
- 14-day trial
- API
- Yes, RESTful API
Overview
Birdview is a Canadian project management and professional services automation platform, sold as two products, one for internal delivery and one for billable work. Resource planning shows workload per person and week, capacity against demand, skills-based staffing suggestions and hiring forecasts, with drag-and-drop rebalancing. Around that sit project and task workflows in several views, time entry with weekly approvals, invoicing for time-and-materials, fixed-fee and retainer work, and prebuilt reports. The published prices cover the project management plans; portfolio hierarchy and resource allocations belong to the quoted Enterprise plan.
Our take
The reach is the argument here: a services team that today staffs in one tool, tracks hours in a second and invoices from a third can collapse all three, and the margin alerts then rest on numbers that came from the same place. Read the price ladder carefully, because the resource allocations that make it a planning tool sit on the quoted top plan, so the entry-level rate says little about the real cost. If you only need a schedule, this is more machinery than the job asks for.
Key Facts
| Category | |
|---|---|
| Starting price | From $9 / user / month Lite is billed yearly for 1 to 10 users, Team is $24 / user / month billed yearly for 5 to 100 users, Enterprise is quoted. These are the Birdview Project Management plans; the professional services plans are quoted separately. |
| Free trial | 14-day trial |
| API | Yes, RESTful API |
| Hosting | Cloud, with hosting in the USA, Canada and Europe; single-tenant deployments available |
| Made in | Canada (Toronto; formerly Easy Projects) |
Features
- Resource planning
- Yes, workload per person and week, capacity against demand, skills-based staffing suggestions, hiring forecasts and drag-and-drop rebalancing
- Task planning
- Yes, projects and task workflows in table, kanban, Gantt and calendar views
- Time tracking
- Yes, time entry on mobile, desktop and calendar with weekly approvals that flow into invoicing and project actuals
- Reporting and controlling
- Yes, more than 250 prebuilt reports and dashboards, estimate-at-completion tracking and margin alerts
Integrations
- Microsoft Office 365
- Microsoft Teams
- Microsoft Outlook
- Microsoft Excel
- Microsoft Project
- SharePoint
- OneDrive
- Jira
- ServiceNow
- QuickBooks
- Xero
- NetSuite
- Sage Intacct
- Adobe
- TimeControl
- Zapier
- Workato
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Browser-based
- Support
-
- Chat
- Onboarding
-
- Documentation and knowledge base
- Guided onboarding
- Company size
-
- Small and mid-sized
- Enterprise
Suitability
| Industry | Freelancers | Small and mid-sized | Enterprise |
|---|---|---|---|
| Agencies | Not stated | Not stated | Not stated |
| Architecture & Engineering | Not stated | Not stated | Not stated |
| Consulting | Not stated | Stated as a fit | Stated as a fit |
| Media & Creative | Not stated | Not stated | Not stated |
| Technology | Not stated | Not stated | Not stated |
The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.
Pros and Cons
Strengths
- Planning, time, invoicing and margin sit in one platform
- Skills-based staffing suggestions and hiring forecasts 60 to 90 days out
- Twenty guest seats for client collaboration are included
Limitations
- Portfolio hierarchy and resource allocations require the quoted Enterprise plan
- The published prices cover the project management plans only, not the professional services ones
Pricing
-
Lite
$9
Per user / month billed yearly, 1 to 10 users. Unlimited projects and tasks, table, kanban, Gantt and calendar views, 100 GB storage.
-
Team
$24
Per user / month billed yearly, 5 to 100 users. Adds time tracking, custom workflows, workload management, project budgeting, 500 GB storage and the AI assistants.
-
Enterprise
Not stated
Quoted, from 5 users upwards. Adds portfolio hierarchy, resource planning and allocations, SSO, 1 TB storage and four licence types.
What It Costs Your Team
Enter your team size. The figures are worked out from the list prices above.
| Plan | Per user / month | Per year |
|---|
EstimatedList prices in USD. Excludes tax, discounts, add-ons and setup fees. The vendor's own quote is binding. How we calculate
Best For
Alternatives and Comparisons
What users say
Reviews
No reviews yet.
Every review is read by a person and the author's email is confirmed before it appears. How we check reviews
Write a review
Ready to take a closer look at Birdview PSA
The link goes straight to the vendor. Some links on this site are affiliate links.
Visit Birdview PSA