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About

Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.

About

Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional services firms looking for a cloud-based IT solution to ensure the easy access of their data in the cloud

Audience

Small businesses and freelancers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$19/month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 3.0 / 5
design 3.0 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • This is an excellent software for freelancers, if you are a growing business looking to expand beyond freelancing, then this is a great start.

Cons

  • Only one account so it's difficult if there is collaboration with other freelancers. The cost is a high based on the limitations compared to other software. Limited Integrations with mail clients. Google Workspace is the only option available.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Deltek
Founded: 1989
United States
www.deltek.com/en/products/project-erp/vision

Company Information

Indy
Founded: 2016
United States
weareindy.com

Alternatives

BQE CORE

BQE CORE

BQE Software

Alternatives

Cyanic Job Book

Cyanic Job Book

Cyanic Automation

Categories

Accounting Supported
Budgeting Supported
ERP Supported
Expense Report Supported
Financial CRM Supported
Lead Management Supported
Payroll Supported
Project Management Supported
Reconciliation Supported
Time Tracking Supported

Categories

AI Finance Supported
RFP Supported
Task Management Supported
Time Tracking Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Not Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Not Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Not Supported
Inventory Management Not Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Not Supported
Time Tracking Supported
Workflow Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Payroll Features

401(k) Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Check Printing Not Supported
Compensation Management Not Supported
Deductions Management Not Supported
Direct Deposit Not Supported
Multi-Country Not Supported
Multi-State Not Supported
Reporting/Analytics Supported
Self Service Portal Not Supported
Tax Compliance Not Supported
Vacation / Leave Tracking Not Supported
W-2 and 1099 Preparation Not Supported
Wage Garnishment Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Not Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Not Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Not Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Not Supported
Workflow Management Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Not Supported
Import Existing Forms Not Supported
Mobile Forms Not Supported
Offline Forms Not Supported
Pre-made Templates Not Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Not Supported
Surveys Not Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Not Supported
Data Import / Export Not Supported
Due Date Tracking Not Supported
Knowledge Library Not Supported
Progress Tracking Not Supported
Requirements Management Not Supported
RFP Creation Not Supported
RFP Responding Not Supported
Task Management Not Supported
Templates Not Supported
Vendor Management Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Not Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Integrations

Blackbox Connector Supported
Bottomline Paymode Supported
Emburse Expense Enterprise Supported
FMIS Asset Management Supported
Google Calendar Not Supported
Longview Tax Supported
Manufacturo Supported
Sourcing Force Supported
Zapier Not Supported

Integrations

Blackbox Connector Not Supported
Bottomline Paymode Not Supported
Emburse Expense Enterprise Not Supported
FMIS Asset Management Not Supported
Google Calendar Supported
Longview Tax Not Supported
Manufacturo Not Supported
Sourcing Force Not Supported
Zapier Supported
Claim Deltek Vision and update features and information
Claim Deltek Vision and update features and information
Claim Indy and update features and information
Claim Indy and update features and information