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Forma

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785 reviews
  • 2 profiles
  • 5 categories
Average star rating
4.8
#1 in 1 categories
Grid® leader
Serving customers since
2017
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Forma

784 reviews

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.

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Forma

1 review

Forma is a no-code platform designed to empower businesses to enhance productivity and growth by enabling users to create customized workflows without any coding knowledge. With its intuitive drag-and-drop interface, Forma allows users to design and automate various business processes, including form creation, workflow management, and database integration. This flexibility ensures that organizations can tailor their operations to meet specific needs efficiently. Key Features and Functionality: - No-Code Workflow Builder: Users can design and implement workflows using a user-friendly drag-and-drop interface, eliminating the need for programming skills. - Form Creation: Easily create and customize forms to collect and manage data pertinent to various business processes. - Database Management: Integrate and manage databases seamlessly within workflows to store and retrieve information effectively. - Automation: Automate repetitive tasks and processes to increase efficiency and reduce manual errors. - Customization: Tailor workflows to specific business requirements, ensuring that processes align with organizational goals. Primary Value and Problem Solved: Forma addresses the challenge of streamlining internal business processes by providing a platform that allows non-technical users to build and automate workflows without coding. This capability reduces reliance on IT departments, accelerates process implementation, and enhances overall operational efficiency. By offering a cost-effective, pay-by-usage model, Forma ensures that businesses of all sizes can access and benefit from its features, leading to improved productivity and growth.

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Star Rating

741
31
6
0
7

Forma Reviews

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Profile Name
Star Rating
741
31
6
0
7
Zyon P.
ZP
Zyon P.
03/12/2026
Validated Reviewer
Verified Current User
Review source: Organic

Convenient

I like that it allows me to process claims and make qualifying purchases with any claims approved. It gets back to me very quickly if the claim is either approved or denied.
Milind M.
MM
Milind M.
02/27/2026
Validated Reviewer
Review source: Organic

Streamlined Benefits with Excellent Support

I like Forma for its ease of use and great support. The interface is really great and having everything on a single platform makes things so convenient. I also appreciate the quick timeline of reimbursements. Plus, the customer support is responsive, which adds a lot of value.
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
02/09/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Smooth Magic-Link Login That Works Great on Mobile

I love how easy it is to login to the system. With the magic link, I just have to type in my email and then, the system sends me an email where I can click. It works so smoothly on my phone, which is more than you can say about a lot of these types of systems.

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HQ Location:
San Francisco, CA

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What is Forma?

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).

Details

Year Founded
2017