Film Forge for finance

Accountants open directly on Finance & Compliance and consultants on Incentives, both in Finance view — a streamlined menu of just the finance path. You can flip back to Full anytime.

The whole finance model keys off one decision: which jurisdiction you shoot in. Incentives ranks programs against your scenes and budget, showing rate, caps, refundable vs. transferable, local-hire uplift, and an admin-complexity read.

1. 1Compare the ranked programs; hover the ⓘ marks for the glossary (ATL/BTL, uplift, per-project cap, refundable/transferable).
2. 2Set target on the program you'll use — this drives projected credit throughout.
3. 3Shooting across jurisdictions? Build a multi-jurisdiction plan to split principal photography and post and see the combined credit.

Build the cast/crew/vendor roster and flag local residents (and their state) — this feeds a program's local-hire requirement. For a full unit, Import from CSV / spreadsheet (columns: name, role, department, isLocalResident, residencyState, union) — paste straight from Excel; invalid rows are reported by line number.

1. 1Set the above-the-line reserve; the AI drafts a below-the-line breakdown with each line tagged for incentive qualification and the documentation to keep.
2. 2Review and import, or enter lines directly with account codes and cost categories.
3. 3Set fringes: a flat rate, or per-union groups (SAG-AFTRA, IATSE, Teamsters, DGA, WGA) with their own rates — assign payroll lines to their union. Fringes flow into the top sheet and the locked proof.
4. 4Run the cost report during the shoot: budget vs. actual vs. cost-to-complete, with estimate-at-completion (EAC) and variance per category.
5. 5Lock & notarize the budget when final — it freezes the top sheet and seals it on-chain (you confirm first; lines can't be edited after).

Log transactions with two qualifying flags: spent in the target jurisdiction (earns the credit) and US services (for §181). Re-tag a transaction to a different jurisdiction for multi-state credit. For volume, Import from CSV; remove a mistaken entry with ✕; Notarize any transaction you want independent, timestamped proof of.

• Projected credit on your qualified spend, with net cost after credit.
• §181 election status (75% US-services test, deduction cap).
• Compliance checklist you can recompute as the production progresses.
• A link to the printable, investor-ready report.

Record financing per holder — equity, debt, gap loans, presales. Configure a recoupment waterfall (senior debt → gap → investor recoupment → producer → backend). Log revenue as it arrives; Film Forge computes each investor's recoupment status and suggested disbursements by priority, net of what's already been paid.

The one-page statement banks and completion-bond companies expect: money in (cap table + projected incentives, split into hard and soft money) vs. money out (the budget top sheet). It flags any funding gap and whether committed hard money alone covers the budget — the number a bond company actually underwrites, since incentives arrive only after qualifying spend.

When a financier, auditor, or film commission needs proof, the Audit Package bundles spend, credit, compliance, chain of title, and every on-chain proof into one canonical record — as a printable report or a notarized snapshot whose fingerprint anyone can verify.

New to the platform overall? Start with the quick start, or see the full guide.