TheBooks

TheBooks

DMAXX
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About

AxioPlan is project estimation software for delivery managers and agency PMs who need to answer scope questions live on the client call. Estimates use three-point PERT math: enter optimistic, most likely, and pessimistic hours per task. AxioPlan calculates risk-adjusted totals using Root Sum of Squares, outputting P50, P80, and P95 delivery dates with cost breakdowns by epic and role. The timeline is live. Remove an epic, adjust scope - delivery dates and costs recalculate in real time. Share a read-only link before or during the call. The client sees the live Gantt, the P85 delivery date, and the cost breakdown - updated the moment you make a change. No PDF to rebuild. No follow-up email. Close on the call. Built for digital agencies and software consultancies on fixed-price contracts. Flat monthly pricing. Unlimited team members.

About

Managed accounts are the new reality for alternative investment managers who want large allocations. Managed accounts mean block trades, fill price allocation, multiple clearing relationships, give-up reporting, additional counter-parties, and additional complications trading a fund does not have. The ironic thing about a CTA is they are selling one of the most basic of commodities; Risk Adjusted Returns. There is no difference between a risk-adjusted return of 10% from advisor A and a risk-adjusted return of 10% from advisor B. What differentiates advisors are the intangibles such as how clients are handled when the returns are not there. We surveyed our customers to identify the reasons why firms use TheBooks as the core of their operating software environment. Find out what they had to say. Unlike a traditional accounting system, TheBooks® has been designed with the trader in mind.

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

Delivery managers, senior agency PMs, bid managers

Audience

Companies searching for a solution to manage and improve their accounting operations

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

$40/month
One project for free for life.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AxioPlan
Founded: 2026
Lithuania
axioplan.io

Company Information

DMAXX
www.dmaxx.com

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Float

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Tempo Portfolio Manager

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netScope Viewer

netScope Viewer

Net-Base Software GmbH

Categories

Categories

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Currency Exchange Features

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Integrations

No info available.

Integrations

No info available.
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