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Description

AXIO Advanced Projects, offered by Velosio, is an integrated solution for Dynamics 365 Finance that revolutionizes your project ERP into a comprehensive quote-to-cash engine. This upgraded system is accessible through a monthly subscription model from Velosio, designed to streamline planning processes, cut down on service expenses, and maintain the value of your investment throughout its lifecycle. Organizations implementing AXIO Advanced Projects begin their Dynamics 365 experience with a fully operational financial and project accounting framework from the outset, allowing them to focus design efforts solely on the distinctive aspects of their business. The solution promotes adherence to industry best practices and workflows that have been validated by numerous companies, resulting in enhanced employee engagement, quicker onboarding processes, and a significant reduction in total ownership costs by at least 30%. Project-centric organizations have specific requirements that necessitate compliance with regulations, effective project accounting, and proper alignment with project management and execution strategies. Ultimately, AXIO Advanced Projects empowers businesses to harness the full potential of Dynamics 365, ensuring that they are well-equipped to meet the challenges of their unique project environments.

Description

AxioPlan serves as a project estimation tool tailored for delivery managers and agency project managers who require immediate answers to scope-related inquiries during client calls. Estimation is probabilistic rather than manual. Each task is given a t-shirt size and a risk level, from which AxioPlan derives three-point PERT estimates, computes risk-adjusted totals through the Root Sum of Squares method, and produces P50, P85 and P95 delivery dates alongside a cost breakdown categorized by epic and role. There are no spreadsheet formulas to build or maintain. The timeline operates in real time; modifications such as removing an epic, changing team size or shifting a milestone prompt instant recalculation of delivery dates and costs. Users can share a read-only link before or during the call, enabling clients to view the live Gantt chart, the P85 delivery date and the real-time cost breakdown, updated with each adjustment made, eliminating PDF recreations or follow-up emails and facilitating a swift closure during the call. AxioPlan also integrates with surrounding tools. Existing Excel or CSV estimates can be imported and become live, recalculating plans. The platform connects to Claude as an MCP connector, so plans can be drafted or restructured conversationally, with every proposed change presented as a reviewable diff before it is applied. Once a bid is won, epics, tasks, dates and statuses export directly into Jira Cloud. A free PI planning board supports quarterly and program-increment planning with cross-team dependency and capacity warnings. Designed for digital agencies and software consultancies engaged in fixed-price contracts, AxioPlan offers flat monthly pricing that accommodates an unlimited number of team members.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aptean CRM Yes 
Avalara Yes 
Binary Stream Healthcare Materials Management Yes 
ClearPoint Strategy Yes 
ClickDimensions Yes 
Descartes Pacejet Yes 
DocLink Yes 
Fastpath Yes 
Greenshades Yes 
Inogic Lead Assignment and Distribution Automation Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Power BI Yes 
NetSuite Yes 
PayFabric Yes 
SalesPad Yes 
Sana Commerce Cloud Yes 
deFacto Power Planning Yes 

Integrations

Aptean CRM No 
Avalara No 
Binary Stream Healthcare Materials Management No 
ClearPoint Strategy No 
ClickDimensions No 
Descartes Pacejet No 
DocLink No 
Fastpath No 
Greenshades No 
Inogic Lead Assignment and Distribution Automation No 
Microsoft 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Power BI No 
NetSuite No 
PayFabric No 
SalesPad No 
Sana Commerce Cloud No 
deFacto Power Planning No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$40/month
One project for free for life.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Vendor Details

Company Name

AxioPlan

Founded

2026

Country

Lithuania

Website

axioplan.io

Product Features

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Product Features

Project Planning

Agile Methodologies Yes 
Budget Management No 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Prioritization No 
Progress Tracking No 
Resource Management Yes 
Task Management No 
Template Management No 
Traditional Methodologies Yes 

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