Indy

Spec sheet

What it does

Indy is an all-in-one business platform for freelancers covering proposals, contracts, time tracking, invoices and payments.Read 15 Oct 2026 · weareindy.com

Product

Indy is an all-in-one set of tools for managing a freelance business, from proposals and contracts to time tracking, invoices, and payments.Read 5 Oct 2026 · weareindy.com

Intended users

Indy describes its product as built for freelancers managing independent businesses.Read 5 Oct 2026 · weareindy.com

Integrations

Indy lists Google Calendar, PayPal, Stripe, and Zapier integrations; Gmail integration is included with Pro.Read 5 Oct 2026 · weareindy.com

Security

Indy states that it uses SSL encryption for payments and industry-standard encryption and safeguards for user data.Read 15 Oct 2026 · weareindy.com

Support

Free users receive email support with a stated 24–48 business-hour response window, while Pro users get live chat during business hours.Read 15 Oct 2026 · help.weareindy.com

Headquarters

Bronxville, New York, United StatesRead 28 Sep 2026 · weareindy.com

Company

The pricing page identifies Indy as a product and service of Indy Technologies, Inc.Read 5 Oct 2026 · weareindy.com

AI assistant

The Pro Bundle includes an AI digital assistant for writing contracts and proposals.Read 15 Oct 2026 · weareindy.com

API access

Zapier setup uses an Indy-generated API key, but the documented integration is through Zapier triggers rather than a standalone SDK.Read 15 Oct 2026 · help.weareindy.com

Branding

Pro users can apply logos, colors, fonts and white labeling to documents and client portals.Read 15 Oct 2026 · weareindy.com

Calendar

Indy Calendar offers day, week and month views and two-way Google Calendar synchronization.Read 15 Oct 2026 · weareindy.com

Client portals

Client portals let users invite clients or collaborators to shared workspaces for chat, updates and feedback.Read 15 Oct 2026 · weareindy.com

Company size and founding

LinkedIn lists Indy as privately held, founded in 2014, headquartered in Santa Monica, California, with 51–200 employees.Read 15 Oct 2026 · linkedin.com

Contracts

Users can create, edit, send and obtain signatures on client contracts.Read 15 Oct 2026 · weareindy.com

Data retention

After account termination, Indy says certain account content is retained for 90 days before deletion, with an export opportunity beforehand.Read 15 Oct 2026 · weareindy.com

Documentation

The official Help Center contains step-by-step tutorials for invoicing, payments, integrations and support procedures.Read 15 Oct 2026 · help.weareindy.com

Files

Files supports storage, revisions, client feedback and approval workflows.Read 15 Oct 2026 · weareindy.com

Forms

Forms can collect leads, project information and testimonials and can be embedded on web pages.Read 15 Oct 2026 · weareindy.com

Free plan limits

The Free plan allows up to 3 clients and 3 invoices, contracts, and proposals each month, and monthly limits do not roll over.Read 5 Oct 2026 · weareindy.com

Funding record

Caplight lists Indy as private, headquartered in Santa Monica, founded in 2014, with $6 million total funding and a Series A dated December 18, 2015.Read 15 Oct 2026 · caplight.com

Invoice creation

The invoice builder supports templates, line items, taxes, discounts, deposits, late fees, notes, branding and payment options.Read 15 Oct 2026 · help.weareindy.com

Invoice delivery

Invoices can be sent through Indy's email service or by shareable link and exported to PDF.Read 15 Oct 2026 · help.weareindy.com

Legal maker

The service terms identify the provider as Indy Technologies, Inc.Read 15 Oct 2026 · weareindy.com

Limit: accounting and integrations

Reviewers report missing expense tracking and accounting depth, inability to connect QuickBooks, and limited integrations.Read 15 Oct 2026 · softwareadvice.com

Limit: mobile experience

A GetApp reviewer says the phone app experience is less intuitive and has fewer capabilities than desktop.Read 15 Oct 2026 · getapp.com

Limit: pricing and support complaints

Trustpilot reviewers describe sharp price increases, unexpected renewals, delayed referral payments, technical payment problems and unresponsive support.Read 15 Oct 2026 · trustpilot.com

Mobile availability

Indy’s help center says it is available in desktop and laptop browsers and through mobile web, which it describes as beta.Read 5 Oct 2026 · help.weareindy.com

Mobile limitation

Indy is available in desktop and laptop browsers plus beta mobile web; the help page says native iOS and Android apps were still being considered.Read 15 Oct 2026 · help.weareindy.com

Notable news

Indy announced a new logo on August 3, 2022, describing the redesign as part of the product and company’s evolution.Read 15 Oct 2026 · weareindy.com

Payment fees

Indy says it does not add payment-processing fees; processor fees are charged by Stripe or PayPal.Read 15 Oct 2026 · help.weareindy.com

Payments

Stripe and PayPal payments are integrated, while Zelle, wire transfers and mailed checks can be configured manually.Read 15 Oct 2026 · help.weareindy.com

Praise: simplicity and value

Independent reviewers repeatedly praise the easy interface, inexpensive all-in-one feature set, proposal and invoicing workflow, and responsive support.Read 15 Oct 2026 · softwareadvice.com

Privacy compliance

The privacy policy says Indy complies with GDPR and acts as controller for user data and processor for customer data in the EEA.Read 15 Oct 2026 · weareindy.com

Project management

Projects provide a shared workspace linking client communication, tasks and related documents.Read 15 Oct 2026 · weareindy.com

Proposals

The product includes customizable proposal and estimate creation for winning and onboarding clients.Read 15 Oct 2026 · weareindy.com

Rating on G2

4.5 out of 5 from 2 reviewsRead 15 Oct 2026 · g2.com

Rating on GetApp

4.7 out of 5 from 103 reviewsRead 15 Oct 2026 · getapp.com

Rating on Software Advice

4.7 out of 5 from 103 reviewsRead 15 Oct 2026 · softwareadvice.com

Rating on Trustpilot

2.5 out of 5 from 11 reviewsRead 15 Oct 2026 · trustpilot.com

Rating on TrustRadius

10 out of 10 from 1 reviewsRead 15 Oct 2026 · trustradius.com

Recurring invoices

Users can schedule recurring invoices with automatic or manual sending and choose start and end dates or let a series run indefinitely.Read 5 Oct 2026 · weareindy.com

Security and privacy

Indy says it uses SSL encryption for payments and states that its services comply with GDPR provisions.Read 5 Oct 2026 · weareindy.com

Storage limit

The Free plan includes 10GB of file storage with a 200MB maximum per file; Pro includes 1TB total with a 1GB maximum per file.Read 5 Oct 2026 · weareindy.com

Tasks

The platform includes task management connected to projects and calendar views.Read 15 Oct 2026 · weareindy.com

Time tracking

Time Tracker records billable time and Pro users can attach time tracks to invoices.Read 15 Oct 2026 · weareindy.com

Zapier extensibility

Indy's Zapier connector is beta, Pro-only and currently one-way, with Indy events triggering actions in other apps.Read 15 Oct 2026 · help.weareindy.com

Plans and prices

Every Indy plan and price →

Where Specifiction places it

• Freelance Management System#4 of 258.7
• Freelance Invoicing Software#10 of 308.7