Build a More Profitable,
AI-Ready Professional Services Firm
Professional services firms do their best work when expertise, delivery, finance, and client relationships move together. Velosio helps consulting firms, software publishers, and technology service providers connect project operations, resource planning, billing, analytics, and AI readiness so teams can protect margins, make faster decisions, and build with confidence.
Professional Services Growth Depends on Connected Operations
AI, automation and client expectations are changing how firms sell, staff, deliver, bill and measure value.
Firms are being asked to move faster without losing margin or trust. Velosio helps you meet this moment, connecting sales, delivery, resourcing and finance on Microsoft so your teams work from one view of the business. Then we keep going, fixing what’s broken before automating it and adding AI as you grow, so you’re ready for today and what comes next.
Professional Services Expertise for Your Industry
Industry-focused stories connect how professional services firms operate with the challenges Velosio helps solve.
Real Estate
Bring property, portfolio and relationship data into a clearer operating view.
Connect assets, agreements, projects, billing and financial reporting so teams can improve visibility and service across real estate operations, brokerage, facility services and senior living.
Architecture, Engineering & Construction
Connect project commitments with delivery, cost and margin.
Bring scopes, budgets, resources, time and expense, billing and project reporting together so leaders can spot margin risk earlier and manage project performance with confidence.
Consulting Firms
Put the right expertise on each engagement and keep profitability in view.
Connect resource availability, milestones, budgets, time and expenses, contracts and invoicing to deliver projects that are on time, on budget and on value.
Software Publishers
Connect software delivery, flexible billing and recurring client value.
Manage projects, contracts, subscriptions and renewals alongside service and licensing revenue, with billing that fits fixed-price, subscription, milestone or time-and-materials work.
Technology Services & Advisors
Align technical talent, changing contracts and project financials.
Match resource skills and capacity to project phases, adapt contracts as requirements change, and track budget-to-actual performance and profitability across projects and entities.
Your next move in ERP.
Backed by industry insights.
Explore the professional services infographic for insights into operating capacity, AI value and CRM adoption.
What Professional Services Firms Need to Compete
The firms moving forward are building operating foundations that make expertise easier to sell, staff, deliver, measure, and scale.
Protect Project Margins Before Problems Reach the Invoice
Margins often slip through scope changes, underused capacity, delayed time entry, billing exceptions, and weak project visibility. A connected operating model gives leaders a clearer view of budget-to-actuals, utilization, project health, and revenue risk while teams still have time to act.
Connect Sales, Delivery, and Finance Around One Shared View
Growth gets harder when opportunities, estimates, contracts, resource plans, project budgets, and invoices sit in separate workflows. Velosio helps firms connect CRM, ERP, project accounting, and delivery data so leaders can forecast revenue and demand with more confidence.
Build the Data Foundation AI Needs to Work
AI already supports drafting, summarizing, research, reporting, analysis, and routine tasks across professional services teams. For AI to be dependable, firms need connected data, clear governance, defined use cases, secure access, and workflows that support decisions without adding risk.
Scale Expertise Without Burning Out the Team
People carry the value in professional services, which makes capacity a business constraint leaders cannot ignore. Better resource planning, skills visibility, utilization tracking, workflow automation, and self-service reporting help firms support the team while improving client outcomes.
A Practical Technology Foundation for Professional Services Performance
Project Accounting & Profitability
Gain better control over project budgets, contracts, billing, time, expenses, revenue recognition, and budget-to-actual performance.
Relevant enablers
Progressus Advanced Projects | Dynamics 365 Business Central | Dynamics 365 Project Operations | Dynamics 365 Finance
CRM, Pipeline & Client Visibility
Connect opportunity management, estimates, proposals, client history, project handoffs, expansion opportunities, and forecast accuracy.
Relevant enablers
Dynamics 365 Customer Engagement | Dynamics 365 Sales | Dynamics 365 Customer Service | Sales process design | Document workflows | E-signature integrations | Reporting
AI Readiness, Data & Automation
Assess data readiness, identify high-value AI use cases, automate routine work, improve reporting, and support better decisions with trusted data.
Relevant enablers
Microsoft Copilot | Copilot Studio | Power Platform | Power BI | Microsoft Fabric | Microsoft Azure
Adoption, Support & Optimization
Keep value moving after go-live with role-based enablement, process refinement, managed services, support, reporting improvements, and continuous optimization.
Relevant enablers
Velosio Client Care | Advisory services | Microsoft 365 enablement | Dynamics support | Change management
Copilot & AI
Establish trusted data and connected processes, then bring copilots and agents into the workflows where people sell, scope, staff, deliver and bill.
Relevant enablers
Microsoft 365 Copilot | Microsoft Copilot Studio | AI Agents | Microsoft Foundry | Power Platform | Azure AI
What Connected Operations Can Make Possible
What is your operational tax? Benchmark it in minutes.
Measure what manual work, slow closes and delayed decisions cost your business. Then see how you compare with professional services peers.
Why Professional Services Firms Choose Velosio
Velosio helps project-based and professional services organizations align technology to the way they sell, staff, deliver, bill, report, and grow.
Industry-First, Not Product-First
We start with your operation’s processes, roles, pain points and outcomes, then determine the right technology to support them.
Connected Microsoft Platform
Business Central connects operations and finance. Power BI, Fabric, Power Platform, Azure, CRM, Microsoft 365 and Copilot extend the foundation, with managed services across the Microsoft stack.
Purpose-Built Professional Services IP
AXIO for Professional Services and Progressus are built for project-based firms. They add project accounting, resource management and billing to Microsoft Dynamics 365.
Continuous Improvement After Go-Live
Go-live is the starting point. Velosio supports discovery, implementation, adoption, managed services, optimization and expansion as your operation evolves.
CASE STUDIES
Explore our success stories
Frequently Asked Questions
What technology challenges do professional services firms need to solve first?
Most professional services firms need to solve connection before complexity by bringing sales, project delivery, resource planning, finance, billing, reporting, and client data into a clearer operating view. That foundation helps leaders forecast demand, protect margins, improve utilization, and scale AI with more confidence.
How can AI help professional services firms?
AI can help professional services firms draft, summarize, automate, analyze data, improve reporting, and make knowledge easier to access. The strongest results come when AI is tied to clean data, governed workflows, secure permissions, and real business use cases.
What is project accounting software for professional services?
Project accounting software helps firms manage budgets, contracts, time, expenses, billing, revenue recognition, profitability, and budget-to-actual performance. When connected with CRM, ERP, resource planning, and analytics, it gives leaders better visibility from opportunity through delivery and invoicing.
Why do consulting firms, software publishers, and technology service providers need different capabilities?
All three depend on profitable delivery and strong client relationships, but their operating models differ. Consulting firms often prioritize utilization and project handoff, software publishers need subscription and services revenue visibility, and technology service providers need stronger contract, capacity, and delivery controls.
How should a professional services firm start its AI readiness journey?
Start by defining the business outcomes AI should improve, then assess the data, systems, workflows, governance, security, and adoption requirements behind them. A practical readiness assessment can identify priority use cases, foundational gaps, and a roadmap tied to measurable value.
Recognized by Microsoft. Recommended by clients.
implementations worldwide
Partner designations
Ready Partner
Top 1% of Global Microsoft Partners | 31 Years Inner Circle
As a Top 1% Microsoft partner and 30-year Inner Circle member, we bring deep expertise across business applications, cloud, data, and AI.
Tell us where you’re headed. We’ll help you get there faster
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Give us a call: 888.725.2555Â |
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Message Us: info@velosio.com |
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Corporate Headquarters: 300 Galleria Pkwy SE, Suite 615 Atlanta, GA 30339 |