---
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: '2026-08-02'
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. Forma Review 25

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Semiconductors | Enterprise (> 1000 emp.)

**Reviewed Date:** August 04, 2025

**What do you like best about Forma?**

It's nice to have the option of having benefits ready to use

**What do you dislike about Forma?**

There is nothing to dislike as far as I knoe

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

There haven't been any issues so far

  ### 2. Provides good benefits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ankita A. | Developer, Enterprise (> 1000 emp.)

**Reviewed Date:** August 01, 2025

**What do you like best about Forma?**

- Benefits are good
- Easy to use
- Fast approval process
- quick customer support

**What do you dislike about Forma?**

Removed sport shoes from benefits.... :(

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

It provides good benefits

  ### 3. Takes less than 2 minutes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2025

**What do you like best about Forma?**

It is so quick and easy. Honestly, logging in is super quick = SSO. Then I have like 3 clicks to finish submitting a fitness expense.

**What do you dislike about Forma?**

If I had to nitpick maybe the interface could be more compact or engaging.

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

Monthly fitness app subscription reimbursement.

  ### 4. User Friendly Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ximena B. | Software Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about Forma?**

It's easy to use. Explained every step in a way that eveyone can understand.

**What do you dislike about Forma?**

Sometimes I'm not sure about certain products if it apply or not to the benefits.

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

Claim my benefits at my company

  ### 5. Forma works as expected and is easy to understand

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cj S. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** April 18, 2025

**What do you like best about Forma?**

Its ease of use and they respond promptly to my requests.

**What do you dislike about Forma?**

Not sure it has been working fine for me so far

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

Reinbursements and it works well with giving the funds back.

  ### 6. Great budget management experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** September 01, 2025

**What do you like best about Forma?**

The ease of tracking the expenses, and the simple category lists.

**What do you dislike about Forma?**

There's nothing to dislike. This is very simple and intuitive.

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

Forma allows me to effectively manage the company budget for lifestyle spending and benefits.

  ### 7. Why am I apart of this great program? CAUSE THEY ARE AMAZING AND SAVE ME MONEY

**Rating:** 5.0/5.0 stars

**Reviewed by:** Darren B. | Customer Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** December 01, 2023

**What do you like best about Forma?**

Everything you do. You give us this platform which is very well thought out. Easy to use! Customer Support 100% amazing. This is what makes the difference. Problems will happen, having the right support is KEY! THANKS TEAM!
Ease of implementation was super easy along with Intergration. And the Customer Support team makes is seemless!

**What do you dislike about Forma?**

I will let you know when I found something. Right now. I have no issues

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

I have lost over 90lbs because they help me get the equipment to get me moving and being active. I love Hiking SO MUCH NOW

  ### 8. Added Benefts That Make An Impact!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 16, 2025

**What do you like best about Forma?**

Forma helps me afford items that have improved my mental and physical health. It has helped provide additional benefits for my family.

**What do you dislike about Forma?**

Nothing! I have ZERO complaints. I recommend Forma to everyone!

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

I have occasional expenses that would normally come out of pocket, but Forma helps me save more of my hard earned cash by providing for some of the more essential expenditures in life.

  ### 9. Agility in processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Tobacco | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2025

**What do you like best about Forma?**

It is user-friendly, easy for the operational staff to use, and the response time is super fast.

**What do you dislike about Forma?**

so far I have nothing negative to raise about the platform

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

I have no problems so far

  ### 10. Software is good but very little support for users

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about Forma?**

Ease of use. They'll text you asking for a receipt after each purchase with the physical card. Website offers a selection of approved purchases.

**What do you dislike about Forma?**

Customer support is very disappointing. Almost impossible to get clarity on issues from a real person. They typically just use their AI bot that pushes you to unrelated help articles.

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

Getting receipts in for purchases.

**Official Response from Justin Traasdahl:**

> Hi there - Thank you for taking the time to share your feedback. We’re sorry to hear about your experience with our support — this isn’t the experience we want for any of our members. We’d love the opportunity to make things right. Please reach out to us at support@joinforma.com and we’ll prioritize getting you the assistance you need. We appreciate you being part of Forma and look forward to improving your experience.

  ### 11. User friendly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Britt C. | Billing Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** December 18, 2024

**What do you like best about Forma?**

This is a very user friendly system! The ease of sumitting the claims is very nice. The reminder of have benefits that are about to expire is a very nice touch of customer support.  It evens lets you know once your claim has been improved!

**What do you dislike about Forma?**

I wish it would send a email when your claim was denied.

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

Forma is helping me use my benefits before they exipre! It is nice to know that if time gets away from me I will receive a reminder!

  ### 12. Easy to use tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Berenice C. | Product Designer, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2025

**What do you like best about Forma?**

I very much like how easy to use the tool is. It's not full of unnecessary controls, messages or unrelevant features, which makes it very simple and clean.

**What do you dislike about Forma?**

An embeded way to see more details on compnay requirement would be useful.

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

It's helpingin me claim these benefits in an easy and simple way. The form is simple, not too many fields to fill and the follow up to my clain is also quick.

  ### 13. Easy to submit claims

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 16, 2025

**What do you like best about Forma?**

Very easy to submit my claims and fast reimbursement.

**What do you dislike about Forma?**

It is somewhat difficult to find what to categorize your claims as.

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

It makes it very easy to submit claims

  ### 14. Very simple and accessible solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andres C. | Sr Total Rewards Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** July 29, 2024

  ### 15. Easy to use, intuitive and great perk

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** September 16, 2025

**What do you like best about Forma?**

easy format and user experience for reimbursements

**What do you dislike about Forma?**

no issues with the form, layout or process

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

Reimbursement for expenses

  ### 16. I just enjoy very much the benefits of Forma for my wellbeing.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** September 03, 2025

**What do you like best about Forma?**

Very easy to use the benefit from Forma.

**What do you dislike about Forma?**

There is nothing that I dislike about Forma

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

I use forma for my Gym subscription.

  ### 17. Smooth and Straight Forward Claims Process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2025

**What do you like best about Forma?**

The ease to submit a claim on the Forma app.

**What do you dislike about Forma?**

I have not had any issues with the Forma app. My only suggestion is to have more product selection in the store.

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

It helps pay for my athletic shoe collection.

  ### 18. Simplicity drives use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sandra F. | Client Solutions Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2025

**What do you like best about Forma?**

Forma is really simple to use with easy to read and action prompts and easy 1 click sss and submission.

**What do you dislike about Forma?**

No downsides to using Forma from my experience!

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

Its easy to track my lifestyle spending and easy submission for refunds.

  ### 19. Very user friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Cosmetics | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2025

**What do you like best about Forma?**

The site makes everything visible and easy to interact with.

**What do you dislike about Forma?**

When you submit a receipt for something you paid it is taxable.

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

Wellness

  ### 20. Easy to use app for submitting expenses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2025

**What do you like best about Forma?**

Its very easy to use, just a few clicks to submit the reimbursable expenses.

**What do you dislike about Forma?**

The UI is some what confusing. No ability to save frequently used service providers.

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

Quick submission of benefits expenses for reimbursement.

  ### 21. exciting and fun to do

**Rating:** 5.0/5.0 stars

**Reviewed by:** james b. | tech,, Enterprise (> 1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Forma?**

it has lots of choices, and helps you focus on doing something for yourself

**What do you dislike about Forma?**

i really don't have a downside of this.it has been a good experience...

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

lets me spend thing on myself

  ### 22. Straightforward app

**Rating:** 5.0/5.0 stars

**Reviewed by:** Santosh J. | Senior Software Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 03, 2025

**What do you like best about Forma?**

Its very easy to submit a claim.  The app clearly shows what you can submit. How much expenses you have left and also when the next installment is available.  They also provide an easily reviewable list of claims.

**What do you dislike about Forma?**

I haven't seen any unacceptable when using forma.

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

It allows to easily spend my health and wellness benefits.

  ### 23. Using Forma to submit Benefit claim

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about Forma?**

The tool is very straight forward and only requires pertinent information to complete the form.

**What do you dislike about Forma?**

I have not experienced a downside to using the tool.

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

Submit and administer company benefits in easy to use form.

  ### 24. Great program that reimburses employees for embracing a wellness lifestyle.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** December 13, 2024

**What do you like best about Forma?**

The online dashboard is simple, and easy to use.  You can easily search for eligible expenses, see your available balance, claims submitted, and quick link to process a new claim.

**What do you dislike about Forma?**

The only downside is that you have to wait for a payroll cycle for reimbursement (not an ad hoc linked to bank account).

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

Ergonomic monitor stands for dual computers - my monitors didn't have the ability to be adjusted, so by supporting the claims for these stands, I no longer have upper back/neck pain as I'm not straining down to see my monitors.  They are now at the appropriate eye level.

  ### 25. Forma has been the best experience I ever had with benefit selections from employers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 11, 2024

**What do you like best about Forma?**

The best thing I like about Forma is the flexibility and ease of selecting the benefits that suits my lifestyle best. The descriptions were really helpful and after all my guided selections, I felt like I chose the best possible options for my life. Filing claims has been quick and easy through Forma.

**What do you dislike about Forma?**

No notable downsides. I would like to say that the claims has been taking some time during the holiday season.

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

Forma is helping me decide on which benefits are right for me and making me feel like I'm using my benefits to its fullest potential

  ### 26. Very easy and friendly to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ramoncito M. | Technical Support Tier 2, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Forma?**

Easy to use and doesn't need any technical skills

**What do you dislike about Forma?**

None so far. Everything is smoothly working

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

Another tool that can track your reimbursements and details.

  ### 27. Easy to submit claims

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2025

**What do you like best about Forma?**

There is  a Fast approvalprocess on claims

**What do you dislike about Forma?**

There is Nothing that I dislike at this time

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

Helps me afford services that reduce stress

  ### 28. Great products and the website is easy to follow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Beaunelle H. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2025

**What do you like best about Forma?**

It gives recommendations. I. am able to view pictures and sometimes videos of the product.

**What do you dislike about Forma?**

If there is a coupon code from the actual business i can't use it.

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

Can't say there are any at the moment

  ### 29. Forma review 01062025 HondaNCMEE

**Rating:** 4.5/5.0 stars

**Reviewed by:** James K. | Technical Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2025

**What do you like best about Forma?**

Super easy to submit a claim and very user friendly.

**What do you dislike about Forma?**

Remembering another password and resetting it constantly.

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

Forma administers our LSA program which personally helps me in my personal life with valuable additional resources.

  ### 30. Very easy and quick platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 11, 2024

**What do you like best about Forma?**

I like the fact that is genearlly quick to submit requests for perks, and the process is transparent.
Straight to the point, with the balance immediately shown - together with all the other relevant info - in the front page

**What do you dislike about Forma?**

while it is quick and easy, sometime finding the right category of items included in the perks takes time.
maybe an easier way or even AI based, like "reccomendations" based on past perks could be cool

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

getting my perks quickly approved and reimbursed

  ### 31. Extremely easy to submit claims.  Claim approvals are also very quick.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 05, 2025

**What do you like best about Forma?**

Very easy to submit claims.  I also like the available credit/debit card option.

**What do you dislike about Forma?**

I only use it once per year, so I must remember the process for submitting claims.

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

Increasing employee satisfaction

  ### 32. Easy to use service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.)

**Reviewed Date:** June 18, 2025

**What do you like best about Forma?**

Available options for my life style choices

**What do you dislike about Forma?**

Nothing to dislike so far, have only had good experiences

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

working from home expenses are covered

  ### 33. i feel like i win the lottery every time i use this

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christopher R. | Metrology, Enterprise (> 1000 emp.)

**Reviewed Date:** January 02, 2025

**What do you like best about Forma?**

benifits every quarter of $75 dollars that you can use on any thing

**What do you dislike about Forma?**

only 75$ not an even $100. more is always better

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

save money helping me save money

  ### 34. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 18, 2025

**What do you like best about Forma?**

Easy to use -- specifically good UI that makes it clear what / when info is needed and frictionless to getting outcome (reimbursement)

**What do you dislike about Forma?**

Threw me initially that I had to break apart items on a receipt (e.g. exercise top and exercise pants required two submisssions)

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

Easy reimbursement of wellness allowance

  ### 35. Engineer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Goran K. | COIE Physical Sec Systems SE, Enterprise (> 1000 emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about Forma?**

Very simple and usefull, Good customer support.

**What do you dislike about Forma?**

n/a. Everything looks great and can't say anything wrong.

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

It's not solving problem. It give me benefits. I'm adding my expenses here and and i recieve refunds.

  ### 36. Easy to use, plenty of wonderful, helpful, items increasing my well-being

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom M. | Senior Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** November 27, 2024

**What do you like best about Forma?**

Super easy to use, spoilt for choice, quick turn-around, so very rewarding indeed.

**What do you dislike about Forma?**

All good, no complaints - then, the magic link is the way to go, may be confusing for some users attempting to login.

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

Health and well-being, company-sponsored benefit

  ### 37. Quick reimbursement using correct labels

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2025

**What do you like best about Forma?**

The many options to choose from the drop down when submitting a claim. Also, super quick turnaround time on responses, usually less than 24 hours.

**What do you dislike about Forma?**

Some labels can be misleading for example 'clothing' is restricted to individual while other items can be reimbursed for any household product.

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

Easy claims process help make the most of company provided benefits.

  ### 38. Great customer service and intuitive platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** December 02, 2024

**What do you like best about Forma?**

Whenever I need help the Forma team responds in a reasonable amount of time and the variety of services and options our company provides through Forma is wonderful.

**What do you dislike about Forma?**

I wish there was a button on the claims page that would submit a claim for review to adjust month to month payment schedules.

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

That I use my wellness benefit on service and items that I really enjoy using to increase my health in a WFH enviroment.

  ### 39. Easy to work and Manage your benefits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Broadcast Media | Enterprise (> 1000 emp.)

**Reviewed Date:** January 08, 2025

**What do you like best about Forma?**

Farma Make it easy to navigate and streamline the process when submiting a clam for re-embursment .

**What do you dislike about Forma?**

As of today I havent dislike anything about Forma , Is just to easey to understand and work with.

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

Working on getting my benefits paid off is my biggest use . And so far it has not dissapoint me.

  ### 40. great for taking time for yourself and relaxing - also finding time for activities you stopped

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 08, 2025

**What do you like best about Forma?**

easy access - rapid to answer our claim - Allows us to take time and developp ourselves

**What do you dislike about Forma?**

I don't think and believe there is anything I dislike as a user of forma

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

By using Forma, I can easily get reimbursed for my gym membership and massages, which simplifies the process of taking care of my well-being. This flexibility allows me to focus on staying healthy and stress-free without worrying about administrative hassles. It empowers me to choose wellness activities that truly suit my needs, making it a seamless and beneficial experience.

  ### 41. Great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** May 15, 2025

**What do you like best about Forma?**

It's been changing the way I interact with my benefits

**What do you dislike about Forma?**

Nothing that I can think of at the moment

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

Managing everything in one place

  ### 42. Very good experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** horacio r. | Quality Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2025

**What do you like best about Forma?**

a good way to use the incentives, they have many places to use it. Customer support is excellent. I used it frequently. Very easy to use with the credit card

**What do you dislike about Forma?**

That there are some places that is not accepted but they are minimal

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

I am using this as incentive

  ### 43. Forma G2 Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about Forma?**

easy to use 

friendly user interface 

support team always available

**What do you dislike about Forma?**

interface need to be more  attractive

nothing till now

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

the FAQ and declaimer lust became more visible and clear

  ### 44. One of the best benefits we have.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 12, 2025

**What do you like best about Forma?**

It very easily allows you to purchase things for your physical and mental wellness

**What do you dislike about Forma?**

Depending on the cost of the purchase, it may take a few months to be fully reimburst.

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

Forma allows me to get products I may not have afforded before.

  ### 45. Easy and wonderful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about Forma?**

Very easy to use.  Great Perks program. Thank you.

**What do you dislike about Forma?**

There is nothing I dislike about Forma. Thank you

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

Very easy access to the $1500 Perks when I use Forma.

  ### 46. Amazing Benefit!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Resha P. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 08, 2024

**What do you like best about Forma?**

It is easy to use. I was able to get a subscription to Spa Envy and begin using the service right away. The process is seamless and easy to use. Also, I like that there's options to use the leftover balance that accumulates month over month. It is a great perk !

**What do you dislike about Forma?**

I don't have a down side. It is easy to use. Straightforward and works without any issues. Everyone should use it because there are so many options - there's something for everyone!

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

I have had back issues for a long time and massage was always recommened to help. Forma allows me to have a membership as a benefit and I have had 3 appointments already. My back feels great and I'm able to perform my job better and have overall quality of life improvement as a result. Thank you!

  ### 47. Benefits Reimbursements are a breeze with Forma

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 09, 2025

**What do you like best about Forma?**

Super easy to use - just submit a reciept and BAM, get reimbursed with a day or two!

**What do you dislike about Forma?**

Sometimes claims can get denied for reasons that aren't exactly obvious and no obvious way to dispute it

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

Getting reimbursed for benefits

  ### 48. Forma Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 12, 2025

**What do you like best about Forma?**

Very easy to use, most stores are fairly easy to shop with the card.

**What do you dislike about Forma?**

Not accessible to all stores, that you may want to shop with.

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

Easy access to working funds

  ### 49. Very efficient and easy to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve M. | Enterprise (> 1000 emp.)

**Reviewed Date:** March 08, 2024

**What do you like best about Forma?**

Aside from the fact that for me it's money back, Forma is really easy to use. The dashboard when you log in is intuative and clearly displayed. This means I know exactly how much I can claim in total and how much is left in each available benefit that my company offers me. submitting the claim is extremely easy too, and as I use it very often (three or four times per month, this is good news) it requires few details as we as a photo for proof and off it goes. I usually get an email back within 24 if the claim is approved. If it not, the customer support clearly state the reason why and I can amend if necesaary. The team are very knowledgable about our company's terms and conditions.

**What do you dislike about Forma?**

If there is only 1 thing, and this may be specific to me as a payroll administrator who processes claims through the back end, it would be good to get some commentary on the claim report that comes through. I am often asked to reconcile amounts paid as the cut off set by our firm is quite early and people often forget how much is for what date. So being able to explain "this was for that claim..." would be amazing

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

For us, the forma benefit is an alleviation of the huge cost of living that is incurred by simply travelling to work. It is great in the sense that it is for more than simply public transport or fuel/parking but covers other items making your journey morwe comfortable or safer.

  ### 50. GREAT VERY GOOD

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cyrus L. | Critical Environment Technician, Enterprise (> 1000 emp.)

**Reviewed Date:** January 04, 2024

**What do you like best about Forma?**

EASY TO NAVIGATE, VERY EASY TO UNDERSTAND.

**What do you dislike about Forma?**

WISH I COULD BUY DISHES WITH PERK+ BUT I STILL LOVE FORMA

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

THEY ALLOW  ME TO RELIEVE SOME OF MY PROBLEMS BY ALLOWING ME TO HAVE EXTRA FUNDS FOR MY PERSONAL HOBBIES



- [View Forma pricing details and edition comparison](https://www.g2.com/products/formabenefits/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-08-02+07%3A15%3A05+-0500&secure%5Bsession_id%5D=17e3a525-c99b-4cbb-a107-ddb92c466d0f&secure%5Btoken%5D=e83c9d4266af20712e5b8557ecfa1c3c14fd016c31ed0cf1ec98016b27254e88&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) - 3.8/5.0 (106 reviews)
  - [Rippling](https://www.g2.com/products/rippling/reviews) - 4.8/5.0 (11,605 reviews)

