AXIO Advanced Projects Roadbase

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AXIO Advanced Projects:

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.
Roadbase:

About

Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.
AXIO Advanced Projects:

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
Roadbase:

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
AXIO Advanced Projects:

Audience

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

Audience

Creative agencies, advertising, design studios, freelancers
AXIO Advanced Projects:

Support

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
AXIO Advanced Projects:

API

Offers API Not Supported
Roadbase:

API

Offers API Not Supported
AXIO Advanced Projects:

Screenshots and Videos

Roadbase:

Screenshots and Videos

AXIO Advanced Projects:

Pricing

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

Pricing

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
Free Version Supported
Free Trial Not Supported
AXIO Advanced Projects:

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
Roadbase:

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
AXIO Advanced Projects:

Training

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

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
AXIO Advanced Projects:

Company Information

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

Company Information

Roadbase
Founded: 2026
Spain
roadbase.io
AXIO Advanced Projects:

Alternatives

Roadbase:

Alternatives

AXIO Advanced Projects:
Nue

Nue

Nue.io
Roadbase:
Scoro

Scoro

4.0 out of 5 stars
AXIO Advanced Projects:
ProjectPro

ProjectPro

5.0 out of 5 stars
Roadbase:
Scope

Scope

The Virtu Group
AXIO Advanced Projects:
S2 Project Accounting

S2 Project Accounting

NRT Business Solutions
Roadbase:
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
AXIO Advanced Projects:
Symmetriq

Symmetriq

Symmetria Technologies
Roadbase:
Quoter

Quoter

Quoter Software
AXIO Advanced Projects:

Categories

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

Categories

Roadbase:

Quoting Features

Automated Quoting Supported
Catalog Management Not Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Not Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Supported
AXIO Advanced Projects:

Integrations

ADP Comprehensive Services Supported
Aptean CRM Supported
Avalara Supported
ClearPoint Strategy Supported
ClickDimensions Supported
Descartes Pacejet Supported
DocLink Supported
Fastpath Supported
Greenshades Supported
KwikTag Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Office 2021 Supported
Microsoft Power BI Supported
NetSuite Supported
PayFabric Supported
SalesPad Supported
Sana Commerce Cloud Supported
deFacto Power Planning Supported
Roadbase:

Integrations

ADP Comprehensive Services Not Supported
Aptean CRM Not Supported
Avalara Not Supported
ClearPoint Strategy Not Supported
ClickDimensions Not Supported
Descartes Pacejet Not Supported
DocLink Not Supported
Fastpath Not Supported
Greenshades Not Supported
KwikTag Not Supported
Microsoft 365 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
Sana Commerce Cloud Not Supported
deFacto Power Planning Not Supported
AXIO Advanced Projects:
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Roadbase:
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