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About

AXIO Advanced Projects is a packaged solution from Velosio for Dynamics 365 Finance that transforms your project ERP into a quote-to-cash powerhouse. This enhanced framework is available as a monthly subscription from Velosio to accelerate planning, reduce service costs and preserve the value of your investment over the entire solution lifecycle. Companies with AXIO Advanced Projects start their Dynamics 365 journey with a working financial and project accounting system on day one, so design efforts are focused entirely on elements that are truly unique to their business. Better adherence to industry best practices and workflow tested by hundreds of companies leads to higher employee adoption, faster onboarding, and a reduction in the total cost of ownership by 30% or more. Project-driven companies have unique needs that call for best practices in regulatory compliance, project accounting, and alignment with project management and delivery.

About

AxioPlan is project estimation software for delivery managers and agency PMs who answer scope questions live on the client call. Give each task a t-shirt size and a risk level. AxioPlan derives three-point PERT estimates, combines uncertainty with Root Sum of Squares, and outputs P50, P85 and P95 delivery dates with cost breakdowns by epic and role. No formulas to maintain. The timeline is live. Remove an epic or change team size and dates and costs recalculate instantly. Share a read-only link; the client sees the live Gantt, P85 date and cost breakdown update as you work. No follow-up email. Close on the call. Import an Excel or CSV estimate. Draft or restructure plans in conversation through the Claude connector, reviewing each change as a diff. Export epics, tasks, dates and statuses to Jira Cloud when the bid is signed. Free PI planning board for quarterly planning. Built for agencies and consultancies on fixed-price contracts. Flat pricing, unlimited team members.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Project-driven companies searching for a solution to manage their financial and project accounting operations

Audience

Delivery managers, senior agency PMs, bid managers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$40/month
One project for free for life.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Setup took me maybe 2 minutes, no onboarding wizard hell or 40 settings to configure before you can do anything. Setup account and you get straight into project planning window. What I really like is that it does the handful of things I actually need for planning and roadmapping and doesn't bury them under features I'll never touch. The interface is clean and everything is where you'd expect it to be, so I was building out my scope on day one instead of watching tutorials.

Cons

  • Would love a couple more integrations down the line, and a dark mode wouldn't hurt. Minor stuff though - nothing that's actually slowed me down.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Velosio
Founded: 1984
United States
www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Company Information

AxioPlan
Founded: 2026
Lithuania
axioplan.io

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Categories

Project Accounting Supported
Quote-to-Cash Supported
Revenue Management Supported

Categories

Project Planning Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Not Supported
Collaboration Tools Not Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Not Supported
Prioritization Not Supported
Progress Tracking Not Supported
Resource Management Supported
Task Management Not Supported
Template Management Not Supported
Traditional Methodologies Supported

Integrations

ADP Comprehensive Services Supported
Aptean CRM Supported
Avalara Supported
Celigo Supported
ClearPoint Strategy Supported
ClickDimensions Supported
Descartes Pacejet Supported
DocLink Supported
Greenshades Supported
Inogic Lead Assignment and Distribution Automation Supported
KwikTag Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Office 2021 Supported
Microsoft Power BI Supported
NetSuite Supported
PayFabric Supported
SalesPad Supported
deFacto Power Planning Supported

Integrations

ADP Comprehensive Services Not Supported
Aptean CRM Not Supported
Avalara Not Supported
Celigo Not Supported
ClearPoint Strategy Not Supported
ClickDimensions Not Supported
Descartes Pacejet Not Supported
DocLink Not Supported
Greenshades Not Supported
Inogic Lead Assignment and Distribution Automation Not Supported
KwikTag Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Office 2021 Not Supported
Microsoft Power BI Not Supported
NetSuite Not Supported
PayFabric Not Supported
SalesPad Not Supported
deFacto Power Planning Not Supported
Claim AXIO Advanced Projects and update features and information
Claim AXIO Advanced Projects and update features and information
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Claim AxioPlan and update features and information