Khadijah C.
KC
Khadijah C.
Mid-Market (51-1000 emp.)
"Simplified Benefits Management with Excellent Support"
5/5
What do you like best about Forma?

I love how Forma keeps company benefits all in one place, making it easy to keep track of everything. It's very simple and straightforward to use. I also find the customer support to be great, and the initial setup was very easy. I'm so satisfied that I'd give it a 10 when recommending it to a friend or colleague. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I haven't had a negative experience. Review collected by and hosted on G2.com.

Verified User in Internet
UI
Verified User in Internet
Mid-Market (51-1000 emp.)
"Great Cross-Platform Receipt Capture, but Claim Denials and Resubmissions Frustrate"
2.5/5
What do you like best about Forma?

I can use it across multiple platforms, and the AI fills in everything we need from the receipt—most of the time accurately. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The way claims can be denied is frustrating, and the fact that, instead of being able to edit after a review, we have to resubmit everything all over again. 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.)
"Clean UI and Clear Claiming Instructions"
5/5
What do you like best about Forma?

Clean UI and Clear instructions for claiming. Review collected by and hosted on G2.com.

What do you dislike about Forma?

At this point, I do not see a downside to using the product. One aspect I dislike is that reimbursements are taxed, which reduces the actual amount received compared to what was requested. Review collected by and hosted on G2.com.

Ellie R.
ER
Ellie R.
"Empowers Employees with Personalized Benefits"
5/5
What do you like best about Forma?

I like getting reimbursed from the company for expenses such as amusement park tickets or computer parts. Forma is very quick to respond to inquiries about what my plan entails and they approve or deny claims quickly. I use desktop to submit my claims and it's always gone well, and if your claim is denied they tell you why so you can correct the problem. The initial setup of Forma was very easy. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I dislike that some expenses are in odd categories, but forma reps will help you find the category needed for your claim. Review collected by and hosted on G2.com.

Jenny B.
JB
Jenny B.
"Flexible Reimbursement, Easy Setup"
5/5
What do you like best about Forma?

I use Forma for tracking and reimbursement as part of our wellness benefit. Forma makes it easy to track dollars spent and submit for reimbursement. I like the flexibility of submitting a receipt when needed, especially since there are times when the Forma card is not accepted. This feature removes limitations on where I choose to purchase wellness items. The initial setup of Forma was very easy. Review collected by and hosted on G2.com.

What do you dislike about Forma?

At times, Forma will decline a purchase for something that is clearly covered under the wellness benefit. That can be annoying and time consuming to resolve. Adding a clear reason for declining a receipt would assist in expediting remediation. Review collected by and hosted on G2.com.

GP
Garrick P.
Sr. Manager, Advanced Manufacturing
Enterprise (> 1000 emp.)
"Easy LSA Reimbursements with Helpful Account Linking and Clear Eligibility List"
5/5
What do you like best about Forma?

Submitting LSA reimbursement requests is very easy. The account linking feature is also extremely helpful and makes reimbursements quick. The shared list of what is eligible for reimbursement is also very helpful. Being able to see what funds I have left, and the overall layout of the site is also very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I really don't see any issues or improvements needed for the Forma app. Review collected by and hosted on G2.com.

Christine C.
CC
Christine C.
Team Lead, Solutions Consulting (Implementation & Professional Services)
Enterprise (> 1000 emp.)
"Effortlessly Manages Reimbursements"
5/5
What do you like best about Forma?

I use Forma for reimbursement for a stipend from my employer, and I find it easy to submit proof of purchase and get paid out. What I like most is that it's simple to use, and I can get my employer benefit without hassle. The initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometime inconsistent with what get's approved Review collected by and hosted on G2.com.

Heather K.
HK
Heather K.
"Effective for Compliance, But Setup Challenges Remain"
3/5
What do you like best about Forma?

I like that Forma provides one portal for our employees to access. I appreciate having visibility into individual employee account details. Forma's compliance with pre-tax accounts and LSA accounts was appealing. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I'm frustrated with how claims are handled in Forma. There are often claims being rejected that should be approved because of our unique policy rules, and even after requesting automation of rejected claims to our benefits team, it was deemed not feasible. The initial setup of Forma was also quite honestly a disaster. Review collected by and hosted on G2.com.

LL
Leslie L.
"Effortless Self-Care, Easy Payment Experience"
5/5
What do you like best about Forma?

I absolutely love my Forma lifestyle benefit. It encourages me to take time for myself and to give self-care, which I really appreciate. I love that Forma is easy to use. I use my Forma card just like a debit or credit card at various locations, which I enjoy as it enhances the ease of my experience. I also find it super easy to set up. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I think more locations could be added to the Forma vendor list. And maybe knowing that ahead of time would be helpful so when we're somewhere, we won't get denied when we use our Forma card. Review collected by and hosted on G2.com.

Zhao X.
ZX
Zhao X.
Enterprise (> 1000 emp.)
"Rapid Problem-Solving for Online Shopping Bliss"
5/5
What do you like best about Forma?

I like Forma because of their speed of solving problems. It helps me buy stuff on Amazon efficiently and makes the experience trouble-free. The initial setup of Forma was very easy, which I appreciated. I also think Forma is perfect as it stands, without any current need for improvements. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I think Forma could improve by having more stuff in their shopping mall. Review collected by and hosted on G2.com.