--- title: Forma Reviews meta_title: 'Forma Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 822 reviews by the users' company size, role or industry to find out how Forma works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 822 scale: '5' date_modified: '2026-07-22' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Forma Reviews **Vendor:** Forma **Category:** [Benefits Administration Software](https://www.g2.com/categories/benefits-administration) **Average Rating:** 4.8/5.0 **Total Reviews:** 822 ## About 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 Pros & Cons **What users like:** - Users appreciate the **ease of use** of Forma, finding claims submission and tracking very straightforward and convenient. (148 reviews) - Users find the **simple interface** of Forma easy to navigate and conducive to a smooth experience. (58 reviews) - Users appreciate the **helpful customer support** of Forma, making the use of company perks enjoyable and efficient. (54 reviews) - Users love the **submission ease** of Forma, finding it simple to claim expenses and track reimbursements effortlessly. (54 reviews) - Users appreciate the **intuitive design** of Forma, highlighting its ease of setup and user-friendly experience. (50 reviews) - Customer Support (49 reviews) - Ease of Process (48 reviews) - Users appreciate the **intuitive and easy-to-use interface** of Forma, enhancing their overall experience significantly. (44 reviews) - Reimbursements (38 reviews) - Response Time (37 reviews) **What users dislike:** - Users express frustration over **claim issues** in Forma, highlighting rejected claims and a lack of automation support. (27 reviews) - Users express a need for **insufficient information** regarding purchase approvals and vendor availability with Forma. (26 reviews) - Users experience **reimbursement issues** with Forma, often facing unclear guidelines and declined purchases despite eligibility. (22 reviews) - Users express frustration with the **lack of information** , particularly regarding coverage details and approved vendor locations. (19 reviews) - Users express frustration with **poor customer support** , citing slow response times and lack of real-time assistance. (15 reviews) - Users express frustration with **poor support services** , often facing delays and encountering unhelpful AI responses. (14 reviews) - Users experience **claim denials** due to missing information and face challenges with appointment availability for services. (13 reviews) - Difficulty (13 reviews) - Approval Delays (12 reviews) - Users experience **category confusion** , struggling with inconsistent selections and clarity when searching for perks. (10 reviews) ## Forma Reviews ### 1. Fast Claim Approvals and a Simple, Comprehensive Submission Process **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew T. | Manufacturing Systems Engineer Intern, Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I like how quickly I was able to get my claims approved and more importantly, it was a simple process to get my claim submitted. The options for each field were comprehensive. The support to get my login issues was fixed very quickly. Once I got some issues resolved with my company's HR, the integration process with my benefits provider/employer was very simple. I can't speak on the pricing because that is dictated by my employer and I have no part in it. **What do you dislike about Forma?** I don't like the login process. The "magic link" being the default way to log in is just an obstacle to the routine username and password, which I prefer. I don't want to have to check my email every time I log in and rely on clicking specific links. **What problems is Forma solving and how is that benefiting you?** Forma is solving the issue of how I get reimbursed for certain expenses and that is helping me use my benefits in a less hassle way. ### 2. Convenient **Rating:** 4.0/5.0 stars **Reviewed by:** Zyon P. | C, Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Forma?** 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. **What do you dislike about Forma?** I do not like that you when you want to cash out earnings to a bank account in Forma it is kind of confusing for someone just now starting to use it. Basically you either have to spend the funds for the claim on one of the items in the store on Forma or you have to make additional purchases then cash out the earnings by that of a qualifying reimbursement. There should be a way users can streamline the earnings they have from claims directly to their own pay accounts. **What problems is Forma solving and how is that benefiting you?** It solves the problem of submitting a claim or to receive reimbursements from another department or various departments. It helps to benefit me because I know that if I submit a claim today it will either be approved or denied by the end of my work day which helps me to better balance my own finances, and schedule accordingly around the reviews. ### 3. Intuitive and User-Friendly with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff Meinard R. | Proposal Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I like that Forma is very intuitive and easy to use. It's user-friendly and makes it straightforward to see where I can file reimbursements. There are very few misleading items, which I appreciate. When I first used Forma, it was part of our product suite, and I found it very easy to get started. My manager gave me a quick run-through, and by the next time I had to file a reimbursement, I was able to do so easily. I also really like the chat support for this one. There are support team members that are ready to assist with queries and they really address your issue competently - not just redirecting you to a guide or another resource. They are also very patient with confirmations and follow-up questions. **What do you dislike about Forma?** I think the interface could be a bit clearer. I think that there could be less buttons to use. The interface could be a lot simpler. It's simple now, but it could be a lot more simple and easier to use. **What problems is Forma solving and how is that benefiting you?** I use Forma for my company, mainly for filing reimbursements like Internet bills and educational assistance. ### 4. Great Customer Service and Flexible Benefit Approvals **Rating:** 4.5/5.0 stars **Reviewed by:** Charlie B. | Unit Operations Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Forma?** The customer service has been great — whenever I have needed a claim approved or had a question about whether or not something was included in my benefits, their agents quickly got back to me. They are also very flexible in approving various services to meet the needs of myself and my colleagues. Reaching out to customer support is also very easy. **What do you dislike about Forma?** I find it can be a little bit confusing and overwhelming to figure out what's covered and what isn't. I've had questions about how to code my claims. **What problems is Forma solving and how is that benefiting you?** It can be difficult to justify spending money on myself and my personal wellbeing/lifestyle. Having the LSA account with Forma, that is specifically designed to be spent on those things, allows me to do things like travel and get massages without the guilty of spending money from my paycheck that could otherwise be used for things like rent or groceries. I've used my Forma account to get massage/reiki, book a plane ticket for a trip with my best friends, and even buy a book I'd been wanting to read. The flexibility and customer support allows me to quickly and easily be reimbursed for these expenses. ### 5. Flexible Wellness Benefits with a Straightforward Admin Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Diana A. | Benefits and Wellness Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** It’s a great perk that supports lifestyle spending for all employees. ### 6. Easy Redemption, Great Discounts, and Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** Forma is a great benefit at work. The site offers examples of items allowed in policy, give you options, and even offers direct buy selections with discounts. While I chose to use the card and purchase direct from a retailer, there are great offers available. Redeeming is easy. I uploaded the receipt from the website I purchased through and got timely updates. There was an issue with my receipt so I contacted support. They explained what was wrong and showed me how to update. The rep kept me posted and checked back in to see if I was satisfied. **What do you dislike about Forma?** The process is a little clunky. When using the card to buy from an approved vendor it seems weird to upload a receipt. **What problems is Forma solving and how is that benefiting you?** Forma removes a barrier to self care and makes me feel invested in by my company. ### 7. Streamlined Reimbursement Process, Dependable Support **Rating:** 5.0/5.0 stars **Reviewed by:** Ermina E. | Data Quality Specialist, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2026 **What do you like best about Forma?** I like how easy and intuitive the claims process is. Uploading receipts and filling out the details is straightforward and doesn’t feel complicated or bureaucratic. I also appreciate how fast the approval process is. I usually get a response within a day, which makes the whole experience feel efficient and reliable. The platform is easy to use, and the support team has been helpful whenever I’ve had questions. **What do you dislike about Forma?** None so far. It does what it’s supposed to do. **What problems is Forma solving and how is that benefiting you?** Forma solves the problem of benefits being slow and frustrating to use. In many companies, benefits sound good but are hard to claim because of confusing rules or long approval times. With Forma, submitting claims is simple. I can upload receipts, fill in the details quickly, and know what’s required. That makes the benefits easier to use and more practical. ### 8. Effortless Reimbursements with AI-Powered Simplicity **Rating:** 5.0/5.0 stars **Reviewed by:** Casey G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I use Forma for benefit reimbursement programs at our company, and I love how simple it is to use and upload receipts. I don't need to manually type in all the information from the receipt because it uses AI to pull in all the information and pre-populate my reimbursement, which is super helpful. It's easy to submit reimbursement requests and see all my pending or approved requests, and from what I remember, it was pretty easy to set up. **What do you dislike about Forma?** nothing **What problems is Forma solving and how is that benefiting you?** I use Forma for benefit reimbursement programs. It helps me get my reimbursements processed to get paid back. I love how simple it is to upload receipts using AI, which pre-populates reimbursement info, and I can easily submit requests and track their status. ### 9. Quick Reimbursements with User-Friendly Interface, Needs Better Bot Support **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I use Forma for commute reimbursement, and it reimburses me really quickly with approval coming within a day. I like that it's easy to use and very straightforward, and the policies related to reimbursement are easy to access. I also find that a human representative is very responsive and able to solve problems almost immediately. Forma is integrated into our Okta SSO, and it definitely speeds things up for reimbursing certain perks. **What do you dislike about Forma?** When there is an error or issue, the support bot is NOT helpful. But a human representative was very responsive and able to solve my problem almost immediately. **What problems is Forma solving and how is that benefiting you?** Forma reimburses me really quickly, with approvals within a day. It's easy to use, straightforward, and reimbursement policies are easy to access. ### 10. Easy to use, easy to claim. **Rating:** 5.0/5.0 stars **Reviewed by:** Bishant K. | Human Resources Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Forma?** Easy to use-easy to claim. Reimbursement claim is easy to process **What do you dislike about Forma?** Sometime- chatbot dont understand the query **What problems is Forma solving and how is that benefiting you?** It si helpful to claim proces related things that help to improve the efficiency in work from home model and also helping me to stay healthy fit. ### 11. Forma is one of the best systems I have used as a Microsoft Employee **Rating:** 5.0/5.0 stars **Reviewed by:** Amy K. | Senior Client Partner, Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2023 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** Forma is a great platform to manage the corporate wellness program. Thank you for making it easy and hassle free. ### 12. Smooth Magic-Link Login That Works Great on Mobile **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** There's not much I dislink, but perhaps you could improve the phone upload of receipts, with some AI assistance to fill out the required fields, if possible. Currently, I scan my receipts using Dropbox, load in the PDF and still have to fill out all the fields in the form manually. **What problems is Forma solving and how is that benefiting you?** It provides me with easy access to our company benefits. I didn't really use any other tools, and neither did I have any problems, but Forma really provides an easy way for me to access my benefits, with direct link to the expense policy so I can see what I can charge for. ### 13. Very Good Service with Fast, Helpful Responses **Rating:** 5.0/5.0 stars **Reviewed by:** Mary C. | Quality Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** their service is very good, every time when I have some questions, I can get quickly response from them. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** Forma solves the problem of managing multiple employee benefits in different places. Instead of keeping receipts and submitting manual reimbursements, I can use my allocated funds directly through their card or approved merchants. This saves me time and makes it much easier to understand how much balance I have left. It also gives me more flexibility to use my benefits the way that works best for me. ### 14. Diverse Options but Frustrating Reimbursement **Rating:** 1.0/5.0 stars **Reviewed by:** Valerie D. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I like that there are tons of options and especially so many categories that you can choose from to buy different items. You can get equipment, apps, programs like nutrition help, memberships, and all kinds of different things that will help boost your health in ways that I just wouldn't think about otherwise. This variety gives more impact on my health. It lets me not just get a bunch of weights for exercise, but also offers options like scales for tracking weight and apps to track sleep because that's also part of health. It really expands the possibilities of the different ways that I can improve my health. **What do you dislike about Forma?** I didn't really like how things were reimbursed or restricted. I felt like the reimbursement process was really clunky unless you are strictly buying from the Forma store, which is kinda limiting because you buy something thinking that you can get reimbursed for it with Forma, and then they reject it. That's kind of frustrating. I also had an experience where my company's contract/list of approved items specifically listed that you could buy clothing or other items for your dependents, but when I tried to get athletic clothing for my child, they rejected it. I still don't understand why when it was in our contract. **What problems is Forma solving and how is that benefiting you?** Forma helps me by setting aside a budget for my health needs, which I might not make otherwise, and provides a variety of options to improve my health. ### 15. Streamlined Claims with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Chris D. **Reviewed Date:** January 21, 2026 **What do you like best about Forma?** I really appreciate the benefits that Forma provides, which allow me to claim on a wide range of things related to day-to-day life and work, like gym equipment and tech gadgets. I even made a significant purchase, a portable hoover, that has improved my quality of life. The ease of use is fantastic, making the claiming process really straightforward. I've always found everything I want to claim is available, which makes it a wonderful benefit. The support team is very friendly and helpful, guiding my decisions when I'm unsure about claims. The app is easy to access, and the online help is clear, which makes using it enjoyable. Additionally, the onboarding experience was super straightforward, making it a breeze to get started with Forma. **What do you dislike about Forma?** I'd like to see more examples of what could be claimed on under the current care categories. Just because that would save me having to write into support. **What problems is Forma solving and how is that benefiting you?** I find Forma provides easy access to claim benefits via a straightforward app and browser experience, enhancing my quality of life with purchases like gym equipment. The benefits team is helpful, and the claiming process is clear and simple. ### 16. Effortless Redemption and Stellar User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mimi C. **Reviewed Date:** January 20, 2026 **What do you like best about Forma?** I use Forma to redeem remote-working items and for wellness services like massages and workout classes. I find Forma's redeeming system easy to use, which makes product searches simple. If I don’t find something in the online store, it’s easy to submit a claim through the site. I like the user experience, interface design, and the straightforward search categories. The product selections provided when looking for items are also a plus. I appreciate the simple, easy-to-navigate categories and the appealing color palette. Setting up Forma was very easy, and I’d definitely recommend it to others. **What do you dislike about Forma?** Maybe making it clear if you can return a product or not. I am not sure if you can, or what the constraints for that is. **What problems is Forma solving and how is that benefiting you?** I use Forma to easily redeem remote-working items and wellness services. It offers an easy redeeming system, straight-forward product searches, and a simple way to submit claims if needed. ### 17. Seamless Reimbursements with Stellar AI Features **Rating:** 5.0/5.0 stars **Reviewed by:** Mihir P. **Reviewed Date:** January 18, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** I use Forma to claim reimbursements for lifestyle and education benefits. It validates bills, processes claims for gym equipment, sleeping aids, and learning subscriptions. AI integration automates data entry, making it user-friendly and convenient. ### 18. Simplifies Stipend Management with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Brendon B. **Reviewed Date:** January 17, 2026 **What do you like best about Forma?** I like Forma because it makes it easy for me to see what qualifies for my monthly stipend, simplifying the purchasing process without needing receipts for reimbursement. I appreciate the array of different prizes available on Forma, which fit into my life well. I find it particularly valuable that if I can't afford a purchase, Forma can automatically handle it the next month with the stipend, so I don't have to worry about it. Additionally, the setup was very easy, streamlined, and straightforward, and I have no complaints. **What do you dislike about Forma?** I'd say it was pretty hard for me to find clearcut information about what would be approved and what wouldn't be approved, so maybe streamlining the process of that would be very helpful for me and other people in the future. **What problems is Forma solving and how is that benefiting you?** Forma makes it easy to see what qualifies for my monthly stipend, streamlining purchases without needing reimbursements. It automatically takes care of purchases when I'm short on funds, reducing my worries. ### 19. Simplifies Benefit Management, Needs Improved Approval Clarity **Rating:** 4.0/5.0 stars **Reviewed by:** Abhishek V. **Reviewed Date:** January 17, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** I use Forma to manage employee benefits and reimbursements efficiently. It simplifies uploading bills, submitting claims, and tracking approvals. It reduces confusion and manual tracking by clearly displaying available budgets and used benefits, making the reimbursement process predictable and organized. ### 20. Simple, Intuitive App That Makes Flexible Benefits Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** Forma solves the problem of managing flexible benefits without a lot of manual effort or confusion. Instead of juggling different programs or unclear reimbursement processes, everything is in one place. For me, that means I can easily track my balance, submit expenses quickly, and get reimbursed without back-and-forth. It saves time and removes a lot of the friction that usually comes with benefits administration. ### 21. Effortless Expense Management, Needs Better Claim Reviews **Rating:** 4.5/5.0 stars **Reviewed by:** Andres Gonzalo V. | Integration Consultant I **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** Forma helps me use money for work-related expenses, making my job easier and keeping me organized. ### 22. Convenient Employee Benefits with Minor Hiccups **Rating:** 3.5/5.0 stars **Reviewed by:** Michael N. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** 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. **What do you dislike about Forma?** 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. **What problems is Forma solving and how is that benefiting you?** Forma doesn't solve any problems for me. It's really just a way to receive money and spend it. ### 23. Effortless Wellness Management with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Savanna H. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I'm so grateful for Forma because it helps me a lot with my physical and mental health, allowing me to be at my best when I come to work. It's also financially beneficial, helping me get a gym membership I would have hesitated to get otherwise. I really enjoy learning new skills, like becoming a better swimmer, thanks to the access it provides. The convenience is excellent—having the physical card in my wallet makes it easy to purchase things on the spot. The submission process is super easy and submissions get approved quickly. The customer support is also amazing, resolving minor issues within 24 hours every time. The initial setup was really quick and easy, and the website is extremely self-explanatory. **What do you dislike about Forma?** Nothing so far, it's been really easy to use and has helped me so much. **What problems is Forma solving and how is that benefiting you?** Forma helps me maintain my physical and mental health, allowing me to perform at my best at work. It eases financial burdens by covering expenses like gym memberships and learning new skills, enhancing overall wellness. ### 24. Streamlined Lifestyle Spending with Personalized Support **Rating:** 4.0/5.0 stars **Reviewed by:** Megha K. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I really appreciate that Forma's lifestyle spending account covers my lifestyle needs like meditation classes, physical fitness classes, body massages, and necessary products like humidifiers and air purifiers. I like that the chat representatives are real people who understand when I ask questions about specific products, and I can directly talk to someone to understand if a product is eligible, which I find helpful instead of going through the eligibility section on the website. Also, the initial setup was a cakewalk. **What do you dislike about Forma?** The eligibility section on the Forma website is not really helpful because it's very generic and limited. It seems that the products listed are restricted, and a lot of things aren't covered. For example, not all massagers are applicable, and while heaters can be bought, fans cannot. I feel they should do more research to expand the list of eligible products and consider customer feedback. It shouldn't be restricted to what's currently listed. **What problems is Forma solving and how is that benefiting you?** I use Forma's lifestyle spending account for meditation, fitness classes, massages, humidifiers, and air purifiers. It covers necessary lifestyle products. ### 25. Forma is a corporate reward program that values life improvement. **Rating:** 5.0/5.0 stars **Reviewed by:** Cesar C. | Warranty Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2023 **What do you like best about Forma?** The claim process was easy to use and fast. **What do you dislike about Forma?** Everything was handled efficiently. Forma staff is responsive and fast. **What problems is Forma solving and how is that benefiting you?** Rewarding employees for contributing to the company's mission. ### 26. Fast, Easy-to-Use Interface with Smooth Onboarding and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Bharath K. | Manager Engineering, Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Forma?** The interface is easy to use and the responses are quick. It’s really fast to get things done, and both support and onboarding are easy as well. **What do you dislike about Forma?** None as of now, though it could probably use a live chat option. **What problems is Forma solving and how is that benefiting you?** The app is built really well, and I haven’t had any issues with it or the website. ### 27. Vast Spending Options and Great Support from Forma **Rating:** 5.0/5.0 stars **Reviewed by:** Mark S. | Senior Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** The range of items you can spend your money on is vast. The support I’ve received from the Forma staff has been great. **What do you dislike about Forma?** It is a little bit of a guessing game on specific items that may or may not be covered. **What problems is Forma solving and how is that benefiting you?** They were able to clarify an item I wanted to purchase was HSA eligible. ### 28. Fast, Easy Reimbursements with Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay H. | People Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about Forma?** It's very easy to use. It's a simple process to upload my receipts and request reimbursement. It's also very fast. I feel like all my requests are approved within a day or so. I've also had to reach out to customer support and that was a very positive experience. I felt my issue was heard and quickly resolved. **What do you dislike about Forma?** I think my feedback about dislikes is probably more geared toward our company policy versus the product itself. **What problems is Forma solving and how is that benefiting you?** Forma is helping my company to manage a variety of benefits, from professional development to wellness to travel benefits. ### 29. Quick and easy tool for company's Benefits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Forma?** Review process is still amazing - keep it up! **What do you dislike about Forma?** Additional information request instead of direct “reject” **What problems is Forma solving and how is that benefiting you?** As an end user, I'm using Forma to Submit claims for eligible items. And from End User perspective, it's easy to use and very intuitive. Besides, I'm able to use it without any issues from my mobile phone browser. ### 30. Effortless Expense Management with Quick Reimbursements **Rating:** 5.0/5.0 stars **Reviewed by:** Gustavo U. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I love the interface of Forma and how quickly they pay you back. I can easily check my balance and upload claims really fast. It's also fairly transparent about what you can and cannot upload. The initial setup was really easy and straightforward, as it was set up with my account and my company. **What do you dislike about Forma?** I think it could give you a better menu of items that you could add to your claims, or more options. And, also, something about subscriptions. Like, for example, when you have a recurring claim that you wanna do, you have to do it every single month. **What problems is Forma solving and how is that benefiting you?** Forma helps me maintain a healthy lifestyle by allowing me to subscribe to gyms and buy fitness equipment. It enables me to manage my wellness expenses effectively. ### 31. Consistently Helpful, Fast-Responding Support and easy account benefit management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Forma?** Support is consistently very helpful and responds quickly whenever I reach out. **What do you dislike about Forma?** When I’m submitting reports like FSA, it can be tedious to re-enter fields I already filled out in a previous report. For example, when I submit multiple child care reports, most of the information stays the same except for the date. **What problems is Forma solving and how is that benefiting you?** I can see the money that’s been returned on my benefits and dependent care reports. It also helps me track my FSA usage, which makes it easier to stay on top of my balance and spending. ### 32. User Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Forma?** Quick and easy, minimal effort and quick feedback **What do you dislike about Forma?** Sometimes claim rejections can be confusing as to why, but most of the time you can work through it. **What problems is Forma solving and how is that benefiting you?** Helping me afford the things that are essentials. Home goods and fitness equipment provided by my company is a great bonus! ### 33. User-Friendly UI, Smooth Integrations, and Solid ROI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about Forma?** The UI/UX is user-friendly, and the integration with other platforms is smooth. Performance is good and delivers a solid ROI. The support provided is also good, and it uses artificial intelligence. **What do you dislike about Forma?** everything was good I don't have anything in specific **What problems is Forma solving and how is that benefiting you?** it saves the time and keeps everything in record ### 34. Excellent and easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Forma?** Clear categories and very intuitive to use UI makes it easy to submit claims and get a response within 1d. **What do you dislike about Forma?** nothing specific to improve as far as my experience is concerned **What problems is Forma solving and how is that benefiting you?** Forma is my tool for submitting claims for Annual wellness/benefits program that promotes employees' healthy living and sustainable practices. ### 35. Forma Is User-Friendly and Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | COE Specialist I - ANZ Merchant, Enterprise (> 1000 emp.) **Reviewed Date:** January 18, 2026 **What do you like best about Forma?** Forma itself is user-friendly and easy to navigate. **What do you dislike about Forma?** I think the downside would be the reimbursement timeline as it gets credited the following month. **What problems is Forma solving and how is that benefiting you?** Forma is solving the problem of inflexible, one-size-fits-all employee benefits. Forma simplifies this by centralizing benefits in one platform and giving me flexibility to choose how to use them across wellness, learning, remote work, and lifestyle expenses. This benefits me by saving time, reducing administrative friction, and allowing me to get real value from my benefits in ways that directly support my work, health, and personal priorities. ### 36. Vendor is responsive and product works **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Forma?** Unlike alternatives tried, that have poor support or extra friction for employees, Forma seems to "just work" **What do you dislike about Forma?** Communication with the employee over status of current claims remains an opportunity for improvement. **What problems is Forma solving and how is that benefiting you?** Forma is allowing our employees to access their pre-tax funded accounts and wellness incentives. ### 37. Super Simple App for Claiming Company Perks **Rating:** 5.0/5.0 stars **Reviewed by:** Sriaknth Reddy K. | Project Manager,Nokia Branded Business@FIH,Bengaluru,India., Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Forma?** It’s a super simple app for claiming company perks. **What do you dislike about Forma?** Could you improve the UI and include more information about shopping directly within the Forma platform itself? **What problems is Forma solving and how is that benefiting you?** A simple way to claim company benefits, such as Perks+ and any other services provided by the company. ### 38. The best benefits administration tool so far **Rating:** 5.0/5.0 stars **Reviewed by:** Manish D. | Staff Security Engineer - SecOps, Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Forma?** There are some additional merchant supports which were introduced as part of the benefits offerings like Forte music lessons,Sleep Cycle & Fitbod, Babbel Language learning etc. Many merchants work directly from your forma wallet and you don't have to claim reimbursements separately. The list keeps growing as they're adding more merchants and products. **What do you dislike about Forma?** The multisports facility is still not added as an service offering. I hope it gets added in the near future. **What problems is Forma solving and how is that benefiting you?** It makes managing your company benefits really easy and seamless. ### 39. Fitness companion. **Rating:** 5.0/5.0 stars **Reviewed by:** Hitesh K. | Datacenter Technician, Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Forma?** The website is easy to navigate and straightforward to use. **What do you dislike about Forma?** I haven't found out any issues using the website, so nothing I can specify. **What problems is Forma solving and how is that benefiting you?** Support is always available, and it helps me make quick decisions about buying things that can support my fitness journey. ### 40. Simplified Benefits Management with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Khadijah C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I love how Forma keeps company benefits all in one place, making it easy to keep track of everything. It's very simple and straightforward to use. I also find the customer support to be great, and the initial setup was very easy. I'm so satisfied that I'd give it a 10 when recommending it to a friend or colleague. **What do you dislike about Forma?** I haven't had a negative experience. **What problems is Forma solving and how is that benefiting you?** Forma keeps all company benefits in one place, making it simple to keep track of them. ### 41. Great Cross-Platform Receipt Capture, but Claim Denials and Resubmissions Frustrate **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I can use it across multiple platforms, and the AI fills in everything we need from the receipt—most of the time accurately. **What do you dislike about Forma?** The way claims can be denied is frustrating, and the fact that, instead of being able to edit after a review, we have to resubmit everything all over again. **What problems is Forma solving and how is that benefiting you?** It lets us submit all our claims so we can get reimbursed by our employer. It would be even better if we had a Forma card like in the US. ### 42. Clean UI and Clear Claiming Instructions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Forma?** Clean UI and Clear instructions for claiming. **What do you dislike about Forma?** At this point, I do not see a downside to using the product. One aspect I dislike is that reimbursements are taxed, which reduces the actual amount received compared to what was requested. **What problems is Forma solving and how is that benefiting you?** Forma is solving the process of submitting and managing benefit claims. It centralizes submissions, making it easier to file claims and track them in one place, which saves time and reduces friction in using available benefits. ### 43. Empowers Employees with Personalized Benefits **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie R. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I like getting reimbursed from the company for expenses such as amusement park tickets or computer parts. Forma is very quick to respond to inquiries about what my plan entails and they approve or deny claims quickly. I use desktop to submit my claims and it's always gone well, and if your claim is denied they tell you why so you can correct the problem. The initial setup of Forma was very easy. **What do you dislike about Forma?** I dislike that some expenses are in odd categories, but forma reps will help you find the category needed for your claim. **What problems is Forma solving and how is that benefiting you?** Forma personalizes employee benefits by allowing associates to pick their own rewards annually, offering flexibility in expenses like amusement park tickets or computer parts, and quickly responding to inquiries and approvals. ### 44. Flexible Reimbursement, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny B. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I use Forma for tracking and reimbursement as part of our wellness benefit. Forma makes it easy to track dollars spent and submit for reimbursement. I like the flexibility of submitting a receipt when needed, especially since there are times when the Forma card is not accepted. This feature removes limitations on where I choose to purchase wellness items. The initial setup of Forma was very easy. **What do you dislike about Forma?** At times, Forma will decline a purchase for something that is clearly covered under the wellness benefit. That can be annoying and time consuming to resolve. Adding a clear reason for declining a receipt would assist in expediting remediation. **What problems is Forma solving and how is that benefiting you?** I use Forma for easy tracking of wellness expenses and reimbursement submission, offering flexibility when the Forma card isn't accepted. ### 45. Easy LSA Reimbursements with Helpful Account Linking and Clear Eligibility List **Rating:** 5.0/5.0 stars **Reviewed by:** Garrick P. | Sr. Manager, Advanced Manufacturing, Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** Submitting LSA reimbursement requests is very easy. The account linking feature is also extremely helpful and makes reimbursements quick. The shared list of what is eligible for reimbursement is also very helpful. Being able to see what funds I have left, and the overall layout of the site is also very user friendly. **What do you dislike about Forma?** I really don't see any issues or improvements needed for the Forma app. **What problems is Forma solving and how is that benefiting you?** From a business perspective, Forma is giving a user friendly application that all employees can use to quickly leverage their LSA benefits. ### 46. Effortlessly Manages Reimbursements **Rating:** 5.0/5.0 stars **Reviewed by:** Christine C. | Team Lead, Solutions Consulting (Implementation & Professional Services), Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I use Forma for reimbursement for a stipend from my employer, and I find it easy to submit proof of purchase and get paid out. What I like most is that it's simple to use, and I can get my employer benefit without hassle. The initial setup was very easy. **What do you dislike about Forma?** Sometime inconsistent with what get's approved **What problems is Forma solving and how is that benefiting you?** Forma makes it easy to submit proof of purchase and get paid, simplifying getting employer benefits without hassle. It's simple to use. ### 47. Effective for Compliance, But Setup Challenges Remain **Rating:** 3.0/5.0 stars **Reviewed by:** Heather K. **Reviewed Date:** January 20, 2026 **What do you like best about Forma?** I like that Forma provides one portal for our employees to access. I appreciate having visibility into individual employee account details. Forma's compliance with pre-tax accounts and LSA accounts was appealing. **What do you dislike about Forma?** I'm frustrated with how claims are handled in Forma. There are often claims being rejected that should be approved because of our unique policy rules, and even after requesting automation of rejected claims to our benefits team, it was deemed not feasible. The initial setup of Forma was also quite honestly a disaster. **What problems is Forma solving and how is that benefiting you?** I use Forma for having one portal for employee pre-tax account management, medical reimbursements, and lifestyle spending accounts, which provides visibility to individual accounts. Forma's compliance with these accounts is appealing, though claim rejections can be an issue. ### 48. Effortless Self-Care, Easy Payment Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie L. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I absolutely love my Forma lifestyle benefit. It encourages me to take time for myself and to give self-care, which I really appreciate. I love that Forma is easy to use. I use my Forma card just like a debit or credit card at various locations, which I enjoy as it enhances the ease of my experience. I also find it super easy to set up. **What do you dislike about Forma?** I think more locations could be added to the Forma vendor list. And maybe knowing that ahead of time would be helpful so when we're somewhere, we won't get denied when we use our Forma card. **What problems is Forma solving and how is that benefiting you?** Forma encourages me to take time for self-care. I appreciate its ease of use, similar to a debit or credit card. ### 49. Rapid Problem-Solving for Online Shopping Bliss **Rating:** 5.0/5.0 stars **Reviewed by:** Zhao X. | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Forma?** I like Forma because of their speed of solving problems. It helps me buy stuff on Amazon efficiently and makes the experience trouble-free. The initial setup of Forma was very easy, which I appreciated. I also think Forma is perfect as it stands, without any current need for improvements. **What do you dislike about Forma?** I think Forma could improve by having more stuff in their shopping mall. **What problems is Forma solving and how is that benefiting you?** Forma helps me buy stuff on Amazon quickly with its speed of solving problems. ### 50. Easy to Use and Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Desmond P. | CSS, Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Forma?** I like how easy it is to use, and how friendly it feels. **What do you dislike about Forma?** I think it could do a better job of explaining which products or services are available or not available **What problems is Forma solving and how is that benefiting you?** the interface is very intuitive - [View Forma pricing details and edition comparison](https://www.g2.com/products/formabenefits/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-28+18%3A27%3A09+-0500&secure%5Bsession_id%5D=f788e9f6-2985-409b-96b1-4faf64fb8299&secure%5Btoken%5D=56303edcb10b6147c9fdfe7e5b25d67f4760f57ba8ca15f977d3d14695317dcb&format=llm_user) ## Forma Integrations - [ADP DataCloud](https://www.g2.com/products/adp-datacloud/reviews) - [ADP Global Payroll](https://www.g2.com/products/adp-global-payroll/reviews) - [ADP iHCM](https://www.g2.com/products/adp-ihcm/reviews) - [ADP Payroll Services](https://www.g2.com/products/adp-payroll-services/reviews) - [Alight Solutions](https://www.g2.com/products/alight-alight-solutions/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [bswift](https://www.g2.com/products/bswift/reviews) - [Dayforce](https://www.g2.com/products/dayforce/reviews) - [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews) - [G Suite Backup Tool](https://www.g2.com/products/g-suite-backup-tool/reviews) - [Gusto](https://www.g2.com/products/gusto/reviews) - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - [Justworks](https://www.g2.com/products/justworks/reviews) - [Microsoft Azure](https://www.g2.com/products/microsoft-microsoft-azure/reviews) - [Microsoft Entra](https://www.g2.com/products/microsoft-entra/reviews) - [Namely](https://www.g2.com/products/namely/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [OneLogin](https://www.g2.com/products/onelogin/reviews) - [Paychex](https://www.g2.com/products/paychex/reviews) - [Paycom](https://www.g2.com/products/paycom/reviews) - [Paylocity](https://www.g2.com/products/paylocity/reviews) - [PingFederate](https://www.g2.com/products/ping-identity-pingfederate/reviews) - [PlanSource](https://www.g2.com/products/plansource/reviews) - [Sage](https://www.g2.com/products/sage-sage/reviews) - [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews) - [SAP SuccessFactors HCM](https://www.g2.com/products/sap-successfactors-hcm/reviews) - [Sequoia One](https://www.g2.com/products/sequoia-sequoia-one/reviews) - [TriNet](https://www.g2.com/products/trinet/reviews) - [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Forma Features **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Mobile Benefits Access **Platform Basics** - Reporting - Interoperability - Performance **Analytics - Lifestyle Spending Account (LSA)** - Assessment - Analysis **Platform - Health Savings Account (HSA)** - Evidence - Funding - Reimbursement - Education **Platform Content** - Enrollment Planning - Dashboard - Education - Benefits Record Management **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Benefits Dashboards - Mobile Benefits Access - Integrations / APIs - Internationalization - Mobility **Platform - Lifestyle Spending Account (LSA)** - Funding - Market Diversity - Customizability - Reward & Incentive **Data - Health Savings Account (HSA)** - History - Analysis **Platform Additional Functionality** - Mobility - Regulatory Compliance - Third-Party Carrier Integration **Platform Performance** - Reporting - Monitoring **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Dashboards ## Top Forma Alternatives - [Benepass](https://www.g2.com/products/benepass/reviews) - 4.8/5.0 (170 reviews) - [WEX Benefits](https://www.g2.com/products/wex-benefits/reviews) - 3.7/5.0 (83 reviews) - [Rippling](https://www.g2.com/products/rippling/reviews) - 4.8/5.0 (11,589 reviews)