Innovate and realize business value faster with the industry expertise of Velosio and the Microsoft cloud platform for Professional Services Firms.

Professional services firms succeed based on how effectively and efficiently they manage projects and serve customers. Firms face common challenges to maintaining healthy profit margins including utilization of staff, effectively managing project resources, regulatory compliance, and maintaining an optimal project portfolio. Many project-based firms struggle with siloed business systems and disconnected technology that keeps them from achieving their goals as the lack of visibility impacts every level of the business.

Modern, connected cloud solutions provide an agile platform to transform operations by providing greater visibility across the firm’s projects and financial metrics, streamlining resource management, improving utilization and driving greater project profitability.


Choose a path below and take the next step in your digital journey:




Microsoft Cloud for SMB

Dynamics 365 Business Central and Velosio's Advanced Project Accounting provide the foundation, functionality and extensibility required by small and mid-sized service firms in a single Microsoft cloud environment.



Microsoft Cloud for Enterprise

Modernize and transform with AXIO for Dynamics 365 Finance, a Microsoft Cloud Platform designed exclusively for large, complex services firms that have multiple entities, and/or international offices.

How Velosio delivers growth to Professional Service Firms

Velosio offers Professional Service solutions built on industry leading Microsoft Dynamics 365, recently named as the #1 user-recommended ERP solution.  It delivers business-class results for large, medium and small sized professional services businesses. If you are struggling with outgrowing your finance or accounting solution, manually tracking information on complex compliance and revenue recognition for reports, or operating an on-premise enterprise ERP system, Velosio can deliver a modern, connected Microsoft platform so you can operate more efficiently and profitably throughout the Professional Services lifecycle.

Today, successful professional services firms use cloud solutions designed specifically for professional services to better manage their business, provide value to their clients and make faster, more informed decisions in response to market changes.

More than just the leading cloud platform for project and services-driven firms, Velosio can help you:

Simplify Your Digital Journey

Plain language, total transparency and clear measures of success lessen the inherent complexities of digital and organizational transformation.

Cultivate Fresh Ideas and Innovation

Our clients get new thinking from seasoned consultants who understand the business model, key metrics and the role of technology in a professional services firm.

Interact with Peers and ProServ Experts

Interact with an ecosystem that shares your challenges, like resource management, utilization, scheduling, revenue recognition and project profitability.

Realize Business Value Faster

Benefit from Velosio’s advanced project and service solutions for Dynamics 365, accelerated deployment models, proven best practices and sound guidance designed to shorten your path to ROI.


The right Professional Services solution is critical, but with our industry expertise, Velosio can work with your team to ensure your system is responsive to the unique business requirements of your professional services firm across resource planning, contract management, collaboration and client portal solutions and project based accounting and financial reporting.


Berkowitz accounting firm

See how Velosio helped Berkowitz decrease time for month-end close by over 80%

Read the case study





Interested in exploring Microsoft’s newest solution for services companies?

Microsoft Dynamics 365 Project Operations

Dynamics 365 Project Operations is an all-in-one business application that allows project-based organizations to manage everything from prospect to payment to win more deals, accelerate project delivery and maximize profitability.

Learn more

Case Studies


Streamline Your Estimates-to-Projects Process

4 Tactics to Convert Time to Money on Projects For any project-based business, “Time” is THE precious commodity. Your profitability is dependent on efficient use of...

QUOTE TO CASH CYCLE: Project Planning, Scheduling, & Operations

After winning a new job, what happens next? In this webcast, we will showcase how an integrated quoting system assists you in: accurately staffing your project;...


System Integrators: To exploit new opportunities, plan for profitability from the start

Has the pandemic shrunk your billable hours, or put a ceiling on revenue growth? You’re not alone. The professional IT services industry is facing technological change,...


Dynamics 365 Project Operations is happening...right now.

Dynamics 365 for Project Operations is in public preview now and is going to be generally available in October 2020. Microsoft Dynamics 365 Project Operations is a...



Increase Profitability with the Right Mix of Projects and Resources

The most successful organizations are going to be the ones that find ways to differentiate themselves. Projects are the life-blood of professional services firms and these...


Professional Services: How Does Your ERP System Measure Up?

Regardless of location, size or industry, most companies face unparalleled pressures in today’s fast moving marketplace. Continuous change is increasingly the new normal rather than the...


How Flexibility and Speed Can Give Professional Services Firms a Competitive Advantage

Organizational agility — defined loosely as a combination of flexibility, nimbleness, and speed—is increasingly regarded as a source of competitive advantage in today’s fiercely competitive and...