I like the instant virtual debit card management, which lets newly onboarded remote reservation staff use their HSA funds immediately through mobile wallets without waiting for a physical card. I appreciate the bidirectional payroll engine that automatically updates pretax contribution deductions when shift hours or employee contribution choices change. The user-friendly mobile app is a plus, with its simple interface allowing staff to scan receipts, check balances, and review medical expenses right from their phones, saving them time. The setup of Lively HSA was fast and easy, completing within two weeks, and connecting to our multistate payroll portal was straightforward. Review collected by and hosted on G2.com.

I think they really need to make some improvements with the test payroll reporting filters. Right now, sorting monthly contribution summaries by specific remote customer support shift groups or regional team divisions requires downloading a raw CSV file and sorting it in Excel. It really adds a task to the team. I wish they could automatically generate the payroll reports directly from the software so we don't have to manually build the reports. It would expedite their time. I also think they can integrate with third-party report builder tools, and we wouldn't mind paying for the integration as long as the reports can be built faster. Review collected by and hosted on G2.com.