Birdview PSA vs Rize

The August drop lands as one roll-up plus six component entries published together: an Agent tab for live conversation over your Rize data with follow-up actions, Routines that run scheduled prompts and open follow-ups from context, AI Reports that turn prompts and templates into recurring analysis for client profitability and team overviews, Shared AI Skills as reusable saved prompts scoped personal, team or workspace, Agent Context with custom tagging instructions so the agent learns how a team labels clients and projects, and API/MCP surfaces exposing report runs, routine runs, Skills and agent context. Days earlier, v3.0.45 shipped My Timesheet and Team Timesheets with click-and-drag entry editing.

Rize sparked twice this spring on chatting with your time data over MCP; this release is the step from asking to delegating. Routines and scheduled AI Reports mean the analysis happens whether or not anyone opens the app, and Shared Skills plus Agent Context turn one person's prompt into team infrastructure. Exposing routine and report runs through the API and MCP makes the agent layer callable from outside, which is what turns a feature into a platform surface.

Expect Routines to gain triggers beyond a schedule — a budget threshold crossed, unlogged time detected — and the timesheet work to be pulled into agent review flows. Invoicing sparked earlier this month, so billing is the obvious destination for a routine that finds unbilled time on its own.