Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Mid-Market (51-1000 emp.)
"Employee user 4 year review"
5/5
What do you like best about Forma?

AI works sufficiently. Approvals and responses are quick.

Process is simple and doesn't need to be any more complicated than it needs to be.

Tracks each claim reimbursement individually.

Website functions well and it laid out very intuitively and clearly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Their store doesn't have a lot of choices and are overpriced. Review collected by and hosted on G2.com.

Siddharth V.
SV
Siddharth V.
"Efficient Claim Management with Outstanding Support"
4.5/5
What do you like best about Forma?

I love how easy it is to submit and track claims with Forma. The interface is clean, which helps eliminate guesswork and makes everything clear. The approval process is fast, giving me trust and confidence in the process. I appreciate how the support team is very responsive, which is really helpful. Also, Forma saves me time by streamlining eligibility checks, receipts submissions, and reimbursements. Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Intuitive, Easy-to-Access Assistance"
5/5
What do you like best about Forma?

ease of access to assistance and very intuitive process Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometimes it can be slow or timeout and it can be hard to know who to contact when issues arise Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Simple to Use, Fast Approvals, and Responsive Support"
5/5
What do you like best about Forma?

very simple to use and quick approval. Support was very fast to resolve a currency issue Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing so far from my end-user perspective Review collected by and hosted on G2.com.

Verified User in Veterinary
UV
Verified User in Veterinary
Mid-Market (51-1000 emp.)
"Reliable Monthly Fund Refills That Keep Things Simple"
4/5
What do you like best about Forma?

I like the company is able to refill my funds every month. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometimes it gets declined, and I need it to be approved ASAP. Review collected by and hosted on G2.com.

Spencer S.
SS
Spencer S.
Technical Success Manager
Enterprise (> 1000 emp.)
"User-Friendly Claims with Clear Guidance and Helpful Support"
5/5
What do you like best about Forma?

Forma is user friendly. they give clear guidelines on how their service can be used, and I have found their support team to be helpful as well, providing clarity when it isn't obvious right away. It's very easy to use, you don't have to go through training to figure out where to go and how to submit a claim. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It takes a little longer than I would expect to be reimbursed, but that's not a concern for me. Review collected by and hosted on G2.com.

AZ
Amine Z.
"Easy Access to Benefits, But Needs Real-Time Support"
4/5
What do you like best about Forma?

I like that Forma is easy to access. Once you link your account, it's really easy to use. The initial setup was also really easy. Review collected by and hosted on G2.com.

What do you dislike about Forma?

They removed the chat option to consult eligibility of an expense in real time which makes harder to know if a claim will be approved, which causes time loss, the reply through other means (like email) can also cause delays. Review collected by and hosted on G2.com.

NC
Nathalia C.
Field Engineer
Enterprise (> 1000 emp.)
"Easy, Straightforward Expense Reimbursements Made Hassle-Free"
5/5
What do you like best about Forma?

Having the opportunity to get reimbursed for important expenses in a very easy and straightforward way makes the whole process feel simple and hassle-free. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The provided expected schedule for payments is not accurate with reality. I was told the money will arrive two weeks before than what it actually came. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Enterprise (> 1000 emp.)
"Smooth Onboarding, Fast Site, and an Easy-to-Navigate UI"
4.5/5
What do you like best about Forma?

Easy to navigate UI, Speedy website, Onboarding is smooth Review collected by and hosted on G2.com.

What do you dislike about Forma?

Some answers in the documents do not match the automated AI chat bots Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Verified User in Manufacturing
Mid-Market (51-1000 emp.)
"Easy to Use Handy Debit & Digital Cards"
5/5
What do you like best about Forma?

Easy to use. Has debit card and digital card. good customer service Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometimes gives login error and has to generate login link Review collected by and hosted on G2.com.