Forma
Editedit
Play Video
Forma
Show rating breakdown
4.9 out of 5 stars
See all 615 Forma reviews
Save to My Lists
Paid
Claimed
This profile has been claimed and optimized by Forma.
Optimized profiles are more likely to have the most up-to-date content, fast response times, current pricing, and more.
Contact Forma
Optimized for quick response

Forma Reviews & Product Details - Page 48

Editadmin

Forma Overview

Editedit
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
Discussions
Forma Community
Languages Supported
English, Spanish, Chinese (Simplified), Chinese (Traditional)
Show LessShow More
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
Security Badge
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.
Play Forma Video
Play Forma Video
Play Forma Video
Play Forma Video
Play Forma Video
Editedit

Official Downloads

Answer a few questions to help the Forma community
Have you used Forma before?
Yes

Video Reviews

Review by Andres C.
Forma review by Andres C.
Play Forma review by Andres C.
Very simple and accessible solution
See all video reviews

615 Forma Reviews

4.9 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
615 Forma Reviews
4.9 out of 5
  • Sort By:
    G2 Sort
615 Forma Reviews
4.9 out of 5
  • Sort By:
    G2 Sort

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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Here's how.
Verified User in Airlines/Aviation
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

using forma is easy and user friendly,set up is easy as well Review collected by and hosted on G2.com.

What do you dislike about Forma?

the pass key is too long,i havent tried customer support ,im sure the more frequently i use forma i will . Review collected by and hosted on G2.com.

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

i havent had the oppertunity yet Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Denis P.
DP
Senior Escalation Engineer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Clean interface, fast refund and well-explained steps end to end Review collected by and hosted on G2.com.

What do you dislike about Forma?

I have nothing to complain, enjoying the process so far Review collected by and hosted on G2.com.

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

benefits Reimbursement Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Human Resources
UH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Forma?

Forma covers charges for a variety of items. I typically reimburse my gym membership or groceries, but it can be used for office supplies, insurance, and many other things. I have found it one of the most inclusive and easy-to-use stipends. It's also nice that you can set up a "card number" through the software, and you do not have to have the funds available through your personal account (as long as it's within your available amount). Review collected by and hosted on G2.com.

What do you dislike about Forma?

Risk of losing funds if you do not use them. Sometimes the timeframe to submit an expense can be a short window, but in most cases is not an issue. Review collected by and hosted on G2.com.

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

An easier way than having our accounting team disperse a work-life stipend. Forma customer support go above and beyond to ensure quality service. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Marketing and Advertising
UM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The fact that the UI looks simple and friendly makes everything so easy.

I haven't had any problem with submitting my fitness expenses, and also the reviewers are pretty flexible - they also support annual gym fees for quarterly-granted allowance. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I'm pretty happy with everything about the platform so far. Review collected by and hosted on G2.com.

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

Forma is helping us to get any fitness-related support from the company. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Electrical/Electronic Manufacturing
UE
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I think the app is great app and benefit from this program is great to motivate well being life and save some money as well. This is good to know our company provide such benefit Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing that I know, I will use it and get more familir with it and let you know in the future. Review collected by and hosted on G2.com.

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

motovation Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Joe B.
JB
Preconstruction Estimator
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

It allows me to have extra spending money throughout the month for drinks, gym membership, and out to eat with my family. Review collected by and hosted on G2.com.

What do you dislike about Forma?

That it is subject to tax on my paycheck. However, it is hard to complain about allowance. Review collected by and hosted on G2.com.

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

Forma boosts recreational funding and allows for guilt free family time. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Semiconductors
US
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Claims are quick to be addressed and the refunds are in promptly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing really comes up in my mind at this point. Review collected by and hosted on G2.com.

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

So I would go out and exersie more often. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
XM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

helpful resources and nice design. easy link to access Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing to suggest at the moment. i think this is a great platform Review collected by and hosted on G2.com.

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

it offers great benefits Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Computer & Network Security
UC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The application is easy to use and intuitive, Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing, everything is clear, and not complicated Review collected by and hosted on G2.com.

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

Its gave me the opportunity to help financially to take care of my self. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Semiconductors
US
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma is easy to use with access to all of the information you need aty our fingertips. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Maybe more health tips and information could be available for users. Review collected by and hosted on G2.com.

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

It is providing me financial support for my health and wellness practices. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link

Forma Comparisons

Compare Forma vs. Benepass
Compare Forma vs. Benepass
FormaVSBenepass
Compare WEX Benefits vs. Forma
Compare WEX Benefits vs. Forma
FormaVSWEX Benefits
Compare Forma ratings to similar products

Top Rated Forma Alternatives

Benepass
(158)
4.8 out of 5
Rippling
(6,860)
4.8 out of 5
Gusto
(2,307)
4.5 out of 5
See all Forma Alternatives

Explore More

RFP Templates
PCB Design Software
Order Fulfillment
Trading Platforms
Data Center Infrastructure Management (DCIM)
Classroom Messaging
Google Cloud Translation API reviews
Intent Data
Pros and Cons Details
Forma
Contact Forma