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Lively

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139 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.7
Serving customers since
2016
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Lively Reviews

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Profile Name
Star Rating
121
15
2
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1
OA
Omar A.
09/10/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Streamlines HSA Management with Effective Features

I like the dynamic permission-based contribution synchronization tools because they accurately calculate pre-tax deductions even with varying monthly paycheck amounts, saving me about 40% of time every month. The mobile receipt capture feature is also great for allowing workshop staff to upload photos of safety eyewear and medical receipts directly from their smartphones for rapid approval. Additionally, I appreciate the real-time employee money allocation feature. The setup was smooth and straightforward, taking about three weeks to integrate everything with our existing systems.
MD
Marco D.
09/09/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Streamlined HSA Management, Some Room for Improvement

I really like Lively HSA for its features that provide real-time HRIS and payroll synchronization. It automatically creates new employee HSA profiles and updates deduction amounts without needing HR to manually upload CSV files every pay period. This automation has saved our HR team 30% of their time and ensures that every deduction is calculated accurately, eliminating errors in employee accounts. I also found the initial setup to be quite easy. Integrating Lively HSA with our payroll platform and importing employee data across our distribution hubs went smoothly. The implementation specialist was helpful, joining our setup calls to configure payroll deduction codes and test our payroll transmission.
BP
Benjamin P.
09/04/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient HSA Management with Great Features

I like the self-service employee tax vault feature where employees can view and download all historical tax forms like 1099-SA and 5498-SA instantly without needing HR support. The wellness incentive distribution is also a great feature; it makes it really easy to send wellness contributions or save directly to the employee accounts with just a few clicks, saving us weeks compared to before.

About

Contact

HQ Location:
San Francisco, California, United States

Social

@Livelyhsa

What is Lively?

Lively is the health and lifestyle benefits platform that works the first time, every time. Our solutions are designed to take the guesswork out of managing benefits and drive efficiency for you and your teams. Our innovative platform is grounded by your everyday needs and circumstances. By combining robust features with unparalleled service, we make maximizing your benefits as simple as it should be.Lively currently offers HSA, FSA, HRA, COBRA, Direct Bill, Commuter, Lifestyle Spending Accounts, and Medical Travel Accounts.Go to www.livelyme.com to learn more

Details

Year Founded
2016
Website
livelyme.com