Forma Reviews & Product Details

What I like most about Forma is the flexibility it gives employees while still keeping administration straightforward. The platform lets us offer a broad range of wellness and lifestyle benefits without introducing unnecessary complexity, and the user experience makes it easy for employees to understand their options and actually engage with their benefits. From an admin perspective, the visibility into the program and the support we receive make it much easier to manage everything day to day and to advocate for employees when questions come up. Review collected by and hosted on G2.com.

One challenge I’ve experienced with Forma is the quick turnaround required for certain requests or changes. At times, this makes it difficult to fully evaluate the potential impacts or coordinate internally before implementation. While I do appreciate the team’s responsiveness, having a bit more lead time in some situations. It would help administrators better support employees and ensure a smoother overall execution. Review collected by and hosted on G2.com.

Forma is our latest platform for expensing our Perks+ fitness and mental health benefits and by far it's my favorite. It is very easy to use and the response time from the representatives are very quick. I have had expenses approved on the same day. Furthermore, if they need more information to move forward with the approval they send detailed instructions. Review collected by and hosted on G2.com.

It's a great system and very easy to use. The only area of improvement is providing more detailed sub-categories so you can easily select what you are trying to reimburse. Review collected by and hosted on G2.com.

their service is very good, every time when I have some questions, I can get quickly response from them. Review collected by and hosted on G2.com.

It would be great if this gift card could be used at more merchants. There are times when I want to use it, but the stores I visit don’t accept it. Review collected by and hosted on G2.com.

Forma is very easy to use and has integrated AI that scans most of the information from bills when uploaded, making the process really convenient by automating most of it. I find it very user-friendly. Forma's customer support is also exceptional, always going above and beyond to help out the customers upon reaching out to them. Additionally, the initial setup was really easy, just a simple registration with email confirmation and I was ready to go. Review collected by and hosted on G2.com.

There could be more clarity provided related to employer program policy as there is a lot of ambiguity in terms of what all is exactly covered under the employer's policy. Forma should work together with employers to figure this out and provide better, more specific examples. Review collected by and hosted on G2.com.

What I like most about Forma is the simplicity and transparency it brings to reimbursements. The interface is easy to understand even as a new user, and submitting claims doesn't feel complicated or time-consuming. I can clearly see available budgets, past claims, and approval status all in one place, which removes a lot of guesswork. Uploading a receipt is straightforward, and the structured approval flow feels less messy. We also have a mobile application that lets us upload receipts on the go, which is great for quickly uploading them. We don't have to maintain our own tracker or follow up repeatedly, reducing the risk of missing out on reimbursable transactions. Overall, using company benefits feels smooth and predictable instead of stressful. It also helps us forecast our plans based on the available budget. Review collected by and hosted on G2.com.

One area where Forma could improve is around the clarity and speed of the approval process. At times, it is not clear why a submission is delayed or if additional information is needed, which can lead to waiting without much context. Submitting a claim could result in it being rejected, while for another user, it might get approved, suggesting an ambiguous area that involves guesswork about whether an expense will be covered or not. Sending an email to get confirmation is an option, but having some form of metric to check against would be better. Additionally, the mobile app is not enabled for all organizations, so some cannot utilize this benefit. Review collected by and hosted on G2.com.

Submitting a new claim is straightforward and requires only minimal documentation. It also gives employees the flexibility to choose the benefits that matter most to them, whether that’s physical wellness (gym memberships) or mental health support (apps). Since the platform integrates smoothly with corporate SSO and payroll, approved claims are processed and paid out quickly, without any hassle. The customer support is excellent, providing prompt responses to all our inquiries. Review collected by and hosted on G2.com.

As a new user, I found it somewhat challenging to clearly distinguish between items that are eligible and those that are ineligible under certain company policies. Review collected by and hosted on G2.com.

What I like best about Forma is how simple and intuitive it is to use. I can quickly see my balance, submit an expense, and move on without having to think too much about the process. The app is clean, reimbursements are straightforward, and I never feel like I’m guessing whether something was submitted correctly. It just makes managing flexible benefits easy instead of feeling like a chore. Review collected by and hosted on G2.com.

Some of the eligibility rules could be clearer upfront. Occasionally I have had to double-check whether a purchase qualifies, which usually gets resolved, but clearer guidance in the app would make things smoother. Review collected by and hosted on G2.com.

I like that Forma makes it very easy to submit my invoices and request claims. There are a lot of options available to claim different things, which has been very helpful for me. It allows me to work comfortably. Review collected by and hosted on G2.com.

I don't see there is much customer service when you're having issues. There's a specific team you can engage through chat, but it's not like they are actually reviewing the claim. I would like to be able to speak to the people reviewing the claim because when I need to enter a description for a claim, I don't have much option to express myself and share context - It's just like a text box, which is limited. In some instances, I actually have to be very specific for what I'm claiming. I want to think of this feedback as a way to help the people reviewing claims. Review collected by and hosted on G2.com.

I like that Forma sent me a physical card to use, which I can use in stores. It's also really convenient that I can use the credits I have in my account. The setup was pretty simple; you just log in, see $300 in your account, and with a few clicks, a card arrives in the mail a week later. I also appreciate getting a text message every time I use it that tells me how much is left in my account and reminds me to submit a receipt. So, that's great. Review collected by and hosted on G2.com.

I wish that if I'm using my credit card in store, I didn't have to snap a picture of the receipt if you have all the details on the receipt from me using the card. That doesn't make sense to me. Review collected by and hosted on G2.com.

I like that Forma helps me prioritize my health by suggesting specific fields or categories to buy from, giving me ideas on how to improve my health with specific items or equipment. It provides a broad assortment of options to choose from that can benefit my health and offers categories I never would have thought of. I like that I have access to items or equipment I never would have thought to buy on my own! Review collected by and hosted on G2.com.

I really dislike the reimbursement process and the procedure. I just feel like there were lots of times that I thought I would get reimbursed for something and then got rejected, like, four or five times even though it was clearly outlined that I could buy those things. For example, I tried buying my children clothing, and it said in my company's contract that we could pay for athletic clothing for our dependents. And instead, they just said, oh, sorry. That's baby clothing. You can't get that and we won't pay for it. Review collected by and hosted on G2.com.