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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing so far, it's been really easy to use and has helped me so much. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The claim process was easy to use and fast. Review collected by and hosted on G2.com.

Everything was handled efficiently. Forma staff is responsive and fast. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

None as of now, though it could probably use a live chat option. Review collected by and hosted on G2.com.

The range of items you can spend your money on is vast. The support I’ve received from the Forma staff has been great. Review collected by and hosted on G2.com.

It is a little bit of a guessing game on specific items that may or may not be covered. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I think my feedback about dislikes is probably more geared toward our company policy versus the product itself. Review collected by and hosted on G2.com.