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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
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
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
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