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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

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

Forma is 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. Review collected by and hosted on G2.com.

The process is a little clunky. When using the card to buy from an approved vendor it seems weird to upload a receipt. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

None so far. It does what it’s supposed to do. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

nothing Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Easy to use-easy to claim. Reimbursement claim is easy to process Review collected by and hosted on G2.com.

Sometime- chatbot dont understand the query Review collected by and hosted on G2.com.