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Forma

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776 reviews
  • 2 profiles
  • 5 categories
Average star rating
4.8
#1 in 2 categories
Grid® leader
Serving customers since
2017
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Forma

775 reviews

Forma revolutionizes employee benefits with customizable spending accounts for post-tax and pre-tax benefits, such as Lifestyle Spending Accounts (LSAs), HSAs, FSAs, Commuter, and COBRA benefits. Utilizing the Forma Card, Forma Store, or claims reimbursement, employees can take full advantage of our platform, which boasts an 85% monthly utilization rate. For Benefits professionals, setting an equitable global benefits strategy, staying on top of your budget, monitoring usage, and getting insights on claims approvals is all easy through Forma. Our consumer-grade UI coupled with our world-class support experience have garnered praise from both members and admins alike.

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Forma

1 review

Forma is a no-code platform designed to empower businesses to enhance productivity and growth by enabling users to create customized workflows without any coding knowledge. With its intuitive drag-and-drop interface, Forma allows users to design and automate various business processes, including form creation, workflow management, and database integration. This flexibility ensures that organizations can tailor their operations to meet specific needs efficiently. Key Features and Functionality: - No-Code Workflow Builder: Users can design and implement workflows using a user-friendly drag-and-drop interface, eliminating the need for programming skills. - Form Creation: Easily create and customize forms to collect and manage data pertinent to various business processes. - Database Management: Integrate and manage databases seamlessly within workflows to store and retrieve information effectively. - Automation: Automate repetitive tasks and processes to increase efficiency and reduce manual errors. - Customization: Tailor workflows to specific business requirements, ensuring that processes align with organizational goals. Primary Value and Problem Solved: Forma addresses the challenge of streamlining internal business processes by providing a platform that allows non-technical users to build and automate workflows without coding. This capability reduces reliance on IT departments, accelerates process implementation, and enhances overall operational efficiency. By offering a cost-effective, pay-by-usage model, Forma ensures that businesses of all sizes can access and benefit from its features, leading to improved productivity and growth.

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Star Rating

735
31
4
0
6

Forma Reviews

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Profile Name
Star Rating
735
31
4
0
6
NC
Nathalia C.
01/23/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Easy, Straightforward Expense Reimbursements Made Hassle-Free

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.
CL
Carin L.
01/22/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Convenient Wellness Shopping with Ease

I like that I'm given a wellness spend, it's really handy. I also find the virtual card feature valuable. The initial setup of Forma was very easy, which I appreciate.
Charlie B.
CB
Charlie B.
01/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Customer Service and Flexible Benefit Approvals

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.

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HQ Location:
San Francisco, CA

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What is Forma?

Forma is a digital platform designed to streamline the process of creating and managing employee benefits, specifically focusing on mental health and wellness. The company offers innovative solutions that empower organizations to support their employees' well-being through personalized care experiences. With a user-friendly interface, Forma aims to enhance access to mental health resources, making it easier for employees to find and utilize the support they need. For more information, visit their website at [joinforma.com](https://joinforma.com).

Details

Year Founded
2017