AXIO Advanced ProjectsVelosio
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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.
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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.
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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
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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
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AXIO Advanced Projects:
Audience
Project-driven companies searching for a solution to manage their financial and project accounting operations
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Roadbase:
Audience
Creative agencies, advertising, design studios, freelancers
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AXIO Advanced Projects:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Roadbase:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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AXIO Advanced Projects:
API
Offers API
Not Supported
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Roadbase:
API
Offers API
Not Supported
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AXIO Advanced Projects:
Screenshots and Videos |
Roadbase:
Screenshots and Videos |
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AXIO Advanced Projects:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
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AXIO Advanced Projects:
Reviews/
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Roadbase:
Reviews/
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AXIO Advanced Projects:
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Roadbase:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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AXIO Advanced Projects:
Company InformationVelosio
Founded: 1984
United States
www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/
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Roadbase:
Company InformationRoadbase
Founded: 2026
Spain
roadbase.io
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AXIO Advanced Projects:
Alternatives |
Roadbase:
Alternatives |
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Roadbase:
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AXIO Advanced Projects:
Categories |
Roadbase:
Categories |
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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
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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
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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
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AXIO Advanced Projects:
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Roadbase:
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