Jennifer H.
JH
Jennifer H.
Mid-Market (51-1000 emp.)
"Quick Reimbursements with User-Friendly Interface, Needs Better Bot Support"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Bishant K.
BK
Bishant K.
Human Resources Specialist
Enterprise (> 1000 emp.)
"Easy to use, easy to claim."
5/5
What do you like best about Forma?

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

What do you dislike about Forma?

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

Amy K.
AK
Amy K.
Senior Client Partner
Enterprise (> 1000 emp.)
"Forma is one of the best systems I have used as a Microsoft Employee"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Smooth Magic-Link Login That Works Great on Mobile"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

MC
Mary C.
Quality Analyst
Mid-Market (51-1000 emp.)
"Very Good Service with Fast, Helpful Responses"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Valerie D.
VD
Valerie D.
"Diverse Options but Frustrating Reimbursement"
1/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Chris D.
CD
Chris D.
"Streamlined Claims with Stellar Support"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mimi C.
MC
Mimi C.
"Effortless Redemption and Stellar User Experience"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mihir P.
MP
Mihir P.
"Seamless Reimbursements with Stellar AI Features"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Brendon B.
BB
Brendon B.
"Simplifies Stipend Management with Ease"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.