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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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Creative agencies, advertising, design studios, freelancers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

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
Free Trial

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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Roadbase
Founded: 2026
Spain
roadbase.io

Alternatives

Alternatives

S2 Project Accounting

S2 Project Accounting

NRT Business Solutions
Scope

Scope

The Virtu Group
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Nue

Nue

Nue.io
Quoter

Quoter

Quoter Software

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

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

Integrations

ADP Comprehensive Services
Aptean CRM
Avalara
Celigo
ClearPoint Strategy
ClickDimensions
Descartes Pacejet
DocLink
Fastpath
Greenshades
Inogic Lead Assignment and Distribution Automation
KwikTag
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Office 2021
Microsoft Power BI
NetSuite
SalesPad
Sana Commerce Cloud
deFacto Power Planning
Claim AXIO Advanced Projects and update features and information
Claim AXIO Advanced Projects and update features and information
Claim Roadbase and update features and information
Claim Roadbase and update features and information