Freelance accounting: bank connection, books, e-filings, fixed assets, FEC.
Before starting, we run a 1-minute tech check — microphone, ambient noise, connection. If your setup isn't good enough, the test is fully refunded.
Show your Indy skills are the real deal: bank sync, fixed assets, e-filings, FEC exports — tested in a 15-minute AI oral exam that knows the platform inside out.
The Indy badge certifies your ability to run freelance accounting end-to-end on Indy: from PSD2 bank connection and transaction categorization, all the way to fixed-asset depreciation schedules, VAT e-filings (CA3/CA12), BNC/BIC tax bundles, and FEC exports. The 15-minute oral is conducted by an AI examiner trained on Indy's actual workflows, and a second model (Claude Opus) reads the full transcript and produces a 0-100 score with a certified proficiency level.
Unlike a self-declared 'Indy' skill on LinkedIn, this badge is grounded in situational questions that only hands-on users can answer: year-end closings, PSD2 sync failures, EDI rejection handling, and when to steer a freelancer away from Indy toward Pennylane, Tiime, or a traditional accountant. The examiner probes the angles that separate real power users from casual browsers: automatic depreciation postings, duplicate transaction reconciliation, and what Indy's move to chartered accountant status actually means for the services bundled into your subscription.
This badge is built for self-employed professionals and freelancers who handle their own books on Indy, bookkeepers supporting independent clients, and early-career accounting students who want a concrete signal beyond coursework. It also matters to recruiters, freelance platforms, and clients who need to verify that a candidate is genuinely self-sufficient on tax and accounting — without a costly onboarding period.
Here are the concrete dimensions the AI examines during the 15-minute oral.
Connecting accounts (Qonto, Shine, BNP, LCL...), resolving duplicates, handling missing transactions, and recovering from PSD2 connection drops without losing transaction history.
Mapping transactions to the correct PCG chart-of-accounts entries for BNC or BIC regimes, building automatic categorization rules, and handling edge cases like advances, refunds, and internal transfers.
Creating asset records, choosing between straight-line and declining-balance depreciation, generating the depreciation schedule, posting periodic entries automatically, and accounting for disposals.
Configuring the VAT regime (monthly/quarterly real basis), preparing and submitting CA3 or CA12 returns via EDI, handling rejections, and generating the BNC or BIC tax bundle for DGFiP submission.
Running a complete annual closing on Indy: account reconciliation, balance checks, balance sheet and P&L generation, and exporting a compliant FEC file for a tax audit or external accountant.
Connecting Indy with third-party invoicing tools (Freebe, Henrri, Invoice Ninja), exporting FEC to an accounting firm, and positioning Indy vs. its alternatives based on the freelancer's profile.
Knowing when Indy hits its limits (corporate tax, SCI structures, complex multi-activity setups) and confidently steering peers toward the right alternative or Indy's in-house accountant support.
Final scoring is performed by Claude (Anthropic), which reads back the full transcript and applies this weighted criteria grid.
The candidate navigates Indy's core modules fluently: bank sync, categorization, fixed assets, e-filings. They cite specific settings, workflow shortcuts, and module names — not just general accounting concepts.
Beyond clicking buttons, the candidate understands the why: BNC vs. BIC regimes, VAT real basis vs. exemption, what a FEC is and why it matters, and how a fixed-asset disposal affects the income statement.
Duplicate bank entries, EDI rejections, PSD2 drops, orphaned transactions: the candidate describes concrete diagnostic and recovery steps — not just 'I contacted support.'
The candidate knows when to recommend Indy and when to walk away. They're up to date on recent platform changes (chartered accountant status, AI features, IS/SCI support) and can compare Indy to market alternatives.
Answers are well-organized, technical terms are used accurately, and the candidate can summarize a complex process (year-end closing, tax filing) without being vague or unnecessarily verbose.
A Plume session takes about 20 minutes, from tech check to badge delivery.
Mic and connection test. The AI confirms audio is clear before the exam starts. No screen sharing or live Indy navigation required — it's a fully spoken exchange.
The AI examiner asks you to introduce yourself and describe how you use Indy: type of business, tax regime, how long you've been on the platform. This calibrates the depth of follow-up questions.
4 to 6 situational questions on your real-world practices: year-end closing, fixed-asset management, VAT e-filing, bank sync issues, and how Indy fits with your other tools. The AI probes further if an answer lacks specificity.
The examiner explores your limits: situations where you'd steer someone away from Indy, your view on recent platform updates, and how you'd help a freelancer who's stuck on a compliance issue.
Claude Opus analyzes the transcript and delivers a 0-100 score, a proficiency level (Novice/Proficient/Advanced/Expert), and a detailed point-by-point report. Your shareable badge is live the moment the session ends.
Your score out of 100 translates into a level a recruiter can grasp at a glance.
You've recently discovered Indy or mostly use it to browse transactions. You categorize manually without automation rules, haven't yet filed a tax return or managed a fixed asset on the platform, and rely on an accountant for year-end closings.
You handle your day-to-day accounting independently: bank sync, categorization with rules, expense tracking. You've submitted at least one VAT return and know the main steps of a year-end closing, even if fixed assets or EDI rejections still trip you up.
You run complete annual closings on Indy, create and depreciate fixed assets, e-file VAT returns and tax bundles without help, and export clean FEC files. You diagnose bank sync anomalies on your own and know how Indy's in-house accountant support works.
You have exhaustive command of Indy: you integrate it with a broader ecosystem (pro bank, invoicing tool, accounting firm), advise other freelancers, know the platform's structural limits (corporate tax, SCI, multi-BIC), and can make a fully informed call between Indy and its competitors.
No degree or years of experience required to take the badge. Here are the profiles it makes the most sense for.
You manage your accounting solo on Indy and want to prove to clients or your network that you don't need an accountant to keep your books compliant and file your taxes on time.
You use Indy to manage multiple freelancer files and want to signal your expertise to prospects who are comparing service providers on a crowded market.
You've picked up Indy during an internship or personal practice and want a concrete badge to put on your CV that stands out among candidates with only classroom theory.
You just registered as a freelancer or set up a SASU and configured everything yourself on Indy. The badge proves you've mastered the compliance side, not just the interface.
You need to filter candidates who can handle their own tax and accounting autonomously — with no hand-holding — before placing them on client missions where financial rigour is non-negotiable.
Where and how your Indy badge will help you day to day.
You add the Indy badge to your profile and prospects immediately see you can handle VAT, fixed assets, and year-end closings solo — no need to ask during a screening call.
A client is looking for a bookkeeper who can manage their freelancer clients' files on Indy. Your Advanced or Expert badge gets you past the technical filter without a separate skills test.
You show the tax authority that your FEC exports are produced rigorously and that your Indy proficiency is independently certified, which strengthens your credibility during an audit exchange.
You're dropping your accountant to manage your books yourself. The badge validates that the transition is under control and reassures partners — bank, investor, enterprise client — that you're taking compliance seriously.
You train freelancers on Indy. The Expert badge legitimizes your positioning as a specialist trainer and sets you apart from unaccredited YouTube tutorial creators.
Finishing a two-year accounting degree, you apply to a firm that supports sole traders via Indy. Your Proficient badge gives you a concrete edge over candidates who only have classroom hours to show.
A few minutes to check you have everything you need.
At the end of your session you don't just get a score — here's everything that awaits you.
Get a precise score and a proficiency level (Novice/Proficient/Advanced/Expert) that reflects your real Indy mastery, assessed by Claude Opus against your full exam transcript.
Structured feedback on every dimension: bank sync, fixed assets, e-filings, incident handling — with clear strengths and concrete improvement areas specific to how you use Indy.
Your exam audio is stored securely and stays under your control. You choose whether to share it, and with whom — it's never made public without your consent.
A publicly verifiable URL to drop on your LinkedIn, website, or client proposals — instant proof of your Indy proficiency for anyone who needs to vet your accounting chops.
Discover related skills you can validate with Plume.
A 15-min oral exam with an AI, a shareable badge for your recruiters.
Choose this badge · €19.99
