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Birdview PSA

PM
Velocity2.5

Professional services automation and project management platform with AI assistance

birdviewpsa.com ↗

Birdview adds an MCP connector for ChatGPT and Claude after a run of workflow features.

psa-softwaremcpautomationquotessoc2-complianceproject-delivery
◆Current state
Birdview's pace has picked up since spring. It shipped internal automations in May and Quotes in June, then Birdview MCP in September, which connects ChatGPT and Claude to a workspace for asking about projects and updating tasks. It also renewed its SOC 2 Type II report for 2026.
◆Where it's heading
The earlier read of Birdview as mature with no agentic bet needs revising: MCP gives it an AI story that needs no in-house assistant. Quotes reaches back into pre-sale work and automations handle routine steps, so the product now covers more of the project lifecycle. The direction is broader coverage, with AI access delivered through other people's clients.
◆Prediction
Expect Quotes to connect further into delivery and billing, since it is meant to prepare work for delivery. MCP coverage may widen too, though one entry is not enough to say how quickly.

◆Recent moves

  1. 1mo ago

    Birdview completes 2026 SOC 2 Type II audit

    Birdview renews its SOC 2 Type II report for 2026. It maintains a buying requirement rather than changing the product.

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  2. 1mo ago

    Birdview MCP: access your projects from inside ChatGPT or Claude

    Birdview MCP connects ChatGPT and Claude to a workspace, so users can ask about projects, update tasks and plan a week from chat. It is Birdview's first visible AI move since the 2025 chatbot, and it uses outside AI clients rather than a new assistant.

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  3. 2mo ago

    Birdview is sponsoring and presenting at the Government Innovation Showcase Ontario

    Birdview sponsors a government innovation event in Ontario. It is field marketing aimed at the public sector.

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  4. 5mo ago

    Introducing Quotes in Birdview PSA

    Quotes brings proposals, cost estimates and services into Birdview, so scope no longer lives in spreadsheets. It extends the product to the stage before a project starts.

    View source ↗
  5. 5mo ago

    Birdview Internal automations: automate routine work inside Birdview

    Internal automations add if-this-then-that rules for projects, tasks, time logs, expenses and notifications. It is a broader tool than the timesheet refinements that preceded it.

    View source ↗
  6. 7mo ago

    Capterra 2026 PSA Shortlist badge

    Capterra Shortlist 2026 PSA badge. Marketing artifact, no product change.

    View source ↗