Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 37

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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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Christopher B.
CB
Security Professional
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

It works.

I love it when it works. Yay. :) Review collected by and hosted on G2.com.

What do you dislike about Forma?

So far, it works. Nothing to dislike. Yay Review collected by and hosted on G2.com.

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

The company chose Forma is the validator for a benefit called Youchoose.

So far Forma works fine. Review collected by and hosted on G2.com.

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

Very easy to use with step by step instructions when submitting claims for reimbursement Review collected by and hosted on G2.com.

What do you dislike about Forma?

There is nothing to dislike about this program Review collected by and hosted on G2.com.

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

Getting reimbursed for outdoor activities like excercising Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Forma?

Foreman does a great job of breaking out my employee benefits, stipends, and allowances by type and tracking how much I have left to spend on each. It's very easy to submit claims and get reimbursed as well. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The inability to create templates for claims that are recurring expenses. Additionally, OCR capabilities would be nice so I can upload receipts and have the fields populate by themselves. Review collected by and hosted on G2.com.

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

I'm lucky to work for a company that provides multiple stipends, benefits, and allowances for my well-being and professional development. Forma does a great job of showing me what is and isn't eligible for these and makes the claim submission process seamless. 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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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

This service is very easy and fast to use. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing so far. Everything works as expected. Review collected by and hosted on G2.com.

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

Submitting claims Review collected by and hosted on G2.com.

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Hamad A.
HA
Regional Director - Education
Information Technology and Services
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

It's easy to navigate with a one-page format, straightforward drop-down menu and fast fill-up. You'll be done in no time. Review collected by and hosted on G2.com.

What do you dislike about Forma?

None. Obvious form, and I wouldn't ask for more. Review collected by and hosted on G2.com.

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

In the past we used to spend a lot of times to write emails and find the right justification. Now, I'm able to save time with the new format. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

It helps me and family to engage in heatlh related activities.

Fast response-Whenever I have had questions/doubts, forma assisted me with fast and accurate responses Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing. I have not had any negative experience with Forma Review collected by and hosted on G2.com.

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

Forma is helping me and my family to have a more healthy and well balanced life style. And being able to purchase the relevant items without any hesitation. 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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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma is super easy to use and looks fantastic. The UX /UI is perfect, it is super easy to submit receipts, super quick to get them approved and it offers lots of suggestions on wellbeing products. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Notihing really. Perhaps that not more companies use it. Review collected by and hosted on G2.com.

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

Forma solves for allowing us employees to access benefits with ease. It encourages employees to use wellness benefits. Review collected by and hosted on G2.com.

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Helpful?
Share
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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Forma?

I love that Forma makes it easy for me to track how much Benefits I have left to spend from my company. Especially the mobile app! The store with the discounts is also a really cool feature! Review collected by and hosted on G2.com.

What do you dislike about Forma?

The only downside of forma is when my physical card declines if it's over the amount I have left. For example, it won't let me pay the difference. I would like this feature to be improved so I have the ability to pay the difference at the store instead of being embarrassed by a decline. Review collected by and hosted on G2.com.

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

Forma is solving how the company gives us benefits for those of us working from home. We can use these funds for our bills and make it easy to track how much we have left for the month. Review collected by and hosted on G2.com.

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

It was easy to use and efficient, only had to plug in the receipt of what I spend and that was pretty much it, just wait. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It's not that I dislike it its just that the reimbursement time can be a little long Review collected by and hosted on G2.com.

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

It can cover pretty much everything you can think of, for me it took some weight out of my shoulders Review collected by and hosted on G2.com.

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Mohammed B.
MB
Integration Technical Advisor
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

User experience and simple disigen

the SSO login olso is very good Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing, actually the experience is very smoth Review collected by and hosted on G2.com.

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

easy follow up and tracking Review collected by and hosted on G2.com.

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