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Indy Guide 2026: Features, Pricing & How to Get Started

Complete guide to Indy. Learn about features, pricing, tips, and how to get started with this AI tool.

H.AI Tools Team
3 min read

Table of Contents

TL;DR: Indy is an AI-powered all-in-one platform for freelancers — manage proposals, contracts, invoices, time tracking, and payments in a single tool, with AI that drafts documents and automates administrative tasks.

Official Website: Visit Indy | Tool Page: Indy details & alternatives


The Freelancer Admin Burden

Freelancers spend an average of 15 hours per week on non-billable administrative tasks — creating proposals, writing contracts, sending invoices, and chasing payments. At a rate of $75/hour, that is $58,500 in lost revenue annually. Indy automates these tasks with AI, letting freelancers focus on the work that actually pays.

What is Indy?

Indy is a business management platform built specifically for freelancers and independent contractors. It combines proposals, contracts, invoices, time tracking, task management, file storage, and payments into one integrated system. AI features draft proposals and contracts, auto-generate invoices from tracked time, and send payment reminders — reducing admin work to minutes per week.

Getting Started

Step 1: Set Up Your Profile

  • Visit Indy and create a free account
  • Add your business details, services, and rates
  • Connect your payment method (Stripe, PayPal, bank transfer)

Step 2: Manage Your First Client

  • Create a proposal using AI-generated templates
  • Convert accepted proposals into contracts with e-signatures
  • Track time against the project
  • Generate and send invoices automatically

Core Features

Freelancer Tools

FeatureDetails
ProposalsAI-drafted proposals with customisable templates
ContractsLegally-reviewed templates with e-signatures
InvoicingAuto-generated invoices, recurring billing, payment tracking
Time trackingBuilt-in timer with project-based tracking
Task managementKanban boards and to-do lists per project
File storageOrganised file sharing per client/project
PaymentsStripe, PayPal, bank transfer, crypto

AI Features

  • AI drafts proposals based on project description and client details
  • Smart contract generation with appropriate clauses for your industry
  • Automated invoice generation from tracked hours
  • Payment reminder automation with customisable schedules

Real-World Use Cases

Web Designer: Client Management

A freelance web designer uses Indy to manage 8 concurrent clients — from initial proposal to final payment. AI drafts each proposal in minutes, and invoices auto-generate when milestones are completed.

Copywriter: Recurring Retainers

A content writer sets up recurring invoices for retainer clients, with time tracking integrated so actual hours are always transparent to clients.

Consultant: Project Documentation

A business consultant uses Indy's file storage and task management to organise deliverables per client, with contracts and invoices all linked to the same project.

Tips for Best Results

  • Set up contract and proposal templates for your most common project types
  • Use the time tracker consistently — it makes invoicing automatic and disputes rare
  • Enable automated payment reminders to reduce late payments
  • Use the Kanban board to track project status across all clients

Pricing

PlanPriceFeatures
Free$0Basic tools, 3 proposals, 3 contracts, unlimited invoices
Pro Bundle$12/monthUnlimited everything, AI features, custom branding

Try Indy

Ready to simplify your freelance business? Visit Indy to get started, or explore Indy details, alternatives & reviews for ratings, alternatives, and user reviews.

FAQs

Is Indy free?

Yes. The free plan includes basic versions of all tools — proposals, contracts, invoicing, time tracking, and file storage. The Pro Bundle ($12/month) unlocks unlimited usage and AI features.

Does Indy handle taxes?

Indy tracks income and expenses for tax purposes but does not file taxes directly. You can export financial reports for your accountant or tax software.

Can I accept international payments?

Yes. Through Stripe and PayPal integrations, Indy supports payments in multiple currencies from clients worldwide.


Related Articles

Last updated: February 2026

Key Takeaways

  • Comprehensive guide covering all essential features and use cases
  • Expert tips and best practices for maximum productivity
  • Real-world examples and practical implementation strategies
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Written by H.AI Tools Team

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