Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 22

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Forma Overview

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What is Forma?

Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”

Forma Details
Product Website
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Forma Community
Languages Supported
English, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Forma revolutionizes employee benefits with customizable spending accounts for post-tax and pre-tax benefits, such as Lifestyle Spending Accounts (LSAs), HSAs, FSAs, Commuter, and COBRA benefits. Utilizing the Forma Card, Forma Store, or claims reimbursement, employees can take full advantage of our platform, which boasts an 85% monthly utilization rate. For Benefits professionals, setting an equitable global benefits strategy, staying on top of your budget, monitoring usage, and getting insights on claims approvals is all easy through Forma. Our consumer-grade UI coupled with our world-class support experience have garnered praise from both members and admins alike.

Seller Details
Seller
Forma
Company Website
Year Founded
2017
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
Description

Forma is a digital platform designed to streamline the process of creating and managing employee benefits, specifically focusing on mental health and wellness. The company offers innovative solutions that empower organizations to support their employees' well-being through personalized care experiences. With a user-friendly interface, Forma aims to enhance access to mental health resources, making it easier for employees to find and utilize the support they need. For more information, visit their website at [joinforma.com](https://joinforma.com).

Justin T.
JT
Overview Provided by:
Justin Traasdahl

Recent Forma Reviews

SX
shuwen x.Enterprise (> 1000 emp.)
5.0 out of 5
"Easy to navigator, streamlined process for submitting claims and receive payments"
More categroeis available for boost wellness.
Read more
RC
Roxana C.Enterprise (> 1000 emp.)
5.0 out of 5
"Simple and Quick Reimbursement Process"
Using Forma is pretty self-explnatory, simple, and quick. I can enter my reimbursement request in just a few minutes and usually receive a customer...
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"One of the best benefits we have."
It very easily allows you to purchase things for your physical and mental wellness
Read more
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
1 person requested security information

Forma Media

Forma Demo - The Flexible Benefits Suite
Forma manages all types of flexible benefits. This way, employees have a simple, unified experience regardless of whether they're using a pre-tax HSA or a post-tax wellness allowance.
Forma Demo - The Forma Store – your easiest path to meaningful benefits
Employees can purchase items directly in the Forma app. The store smartly shows vetted, high-quality products that meet the spending account’s eligibility requirements.
Forma Demo - The Forma Visa Card
Get unmatched convenience and simplicity for your employees with the Forma Card. Employees can choose how to use their benefits and spend anywhere Visa is accepted.
Forma Demo - A world-class claims experience
Forma offers 3 ways to pay: buy in the Forma Store, use a Forma Card, or submit claims. Once you set eligibility, Forma manages everything from claim reviews to reimbursements.
Forma Demo - Pre-tax Accounts for the 2020s
With Forma’s modern tech and sleek user experience, we’re setting a new standard for HSAs, FSAs, and commuter benefits. Pre-tax and post-tax accounts are under one platform for easy employee access.
Forma Demo - HR leaders love the Forma Admin Dashboard
Admins can compile and download reports in real time from the intuitive, self-serve admin portal. The dashboard has rich insights on usage, engagement, and satisfaction to help you understand program health.
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615 Forma Reviews

4.9 out of 5
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615 Forma Reviews
4.9 out of 5
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Forma Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for FormaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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CC
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I like Forma because it is a user-friendly platform for people to make company expense claims, and the results are usually very responsive. I have never gotten into any trouble so far using Forma. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I got a little bit of trouble signing in a few times. It required me to get a magic link, and it took a minute to wait for the email to send to my inbox, which is annoying. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

It is helping me to solve my monthly company claim problem. It is an integrated system to submit monthly company claim with receipt upload. I like Forma as it is user-friendly. Review collected by and hosted on G2.com.

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DS
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Forma?

It is great and gives me a opportunity to be able to add to my life in a positive way. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing it is amazing in evrey way 5 stars all the wayyy. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

It gives me extra funds that's go towards my health. Review collected by and hosted on G2.com.

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Verified User in Health, Wellness and Fitness
UH
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma is flippin brill. I recommend it to all Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing. Super easy. I thought it would not be. But wow Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

I get access to sports gear Review collected by and hosted on G2.com.

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BC
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Easy to use to make my own process so I like it Review collected by and hosted on G2.com.

What do you dislike about Forma?

I would prefer that it keeps my login all times to avoid authentication each time Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

to upload my perks in the office Review collected by and hosted on G2.com.

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Verified User in Semiconductors
US
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I really like that forma's website is designed well, making it easy to navigate and understand what items are eligable for savings. I think forma has fast email time to verify account. Has a easy password recovery process. There is also an app I can use when im not at my work computer. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometimes I cannot log into my app, i can only log into forma at work. However, this may be a security IP thing with my work. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

they are bridging the gap between the cost to build a more active and healty lifestyle. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The UI is clean and straightforward. It's also quick and responsive. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I don't really dislike anything about FORMA other than having to go use FORMA in the first place. It's actually a better option than the internal forms that failed before pushing me to FORMA. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

It's not a buggy tool like the internal forms that I was directed to first. I like the ease of use. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma makes it very easy to process my company persk. Alwys help with questions and process claims very quickly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Forma does such a wonderful job, I have nothing to share here Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Forma helps us administer our corporate benefit program very well. Review collected by and hosted on G2.com.

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Yasar Y.
YY
Global Industry Advisor, FSI, Microsoft Worldwide Industry Black Belt Business Unit
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Forma?

They are super fast in getting our perks claims processed. Works like a clock! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing to be honest, job always well done. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Perks reimbursement, very fast. Review collected by and hosted on G2.com.

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Chester M.
CM
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The ease of use is spectacular... I have genuinely no complaints. The UX/UI is seamless and very very easy to begin use, and continue use Review collected by and hosted on G2.com.

What do you dislike about Forma?

The least helpful aspect of Forma is the format of which you have to submit receipts... it is not hard, it just takes a bit of time. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Forma is responsible for our $500/quarter stipend specific personal expenses. Review collected by and hosted on G2.com.

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Kristine H.
KH
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Ease of use, easy to upload receipts, the tool is very user friendly and not difficult to use at all Review collected by and hosted on G2.com.

What do you dislike about Forma?

There is nothing I don't like or think is negative about this tool 10/10 Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

It is helping me to do more exercise than I would normally do. If it was not for formal I would not have purchased a treadmill and rowing machine Review collected by and hosted on G2.com.

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