Last Updated
Overview
Forma accelerates employee engagement and inclusion with customizable spending accounts. While the platform’s chatbot does not provide answers to diverse queries, it offers global reach and fast claims processing, allowing users to achieve sustained business growth.
Overall Rating
Based on 4 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Forma Specifications
Benefits Administration
Compensation and Benefits Administration
Employee Self-Service Portal
HR Analytics and Reporting
What Is Forma?
Forma software provides a unified benefits platform including ‘Lifestyle Spending Accounts’ (LSA), HRA, HSA, FSA, and education assistance. It delivers consumer‑grade interfaces for employees to select meaningful perks, premium‑sourced items, or Visa card purchases. The platform enables employers to configure flexible account types, eligibility, recurring or one‑time funding, and various spending categories. It also manages claims administration automatically and ensures compliance, reporting, budgeting, and analytics support.
Forma Pricing
Forma Integrations
Forma integrates with:
Who Is Forma For?
Forma is mainly designed for professionals working in the human resources (HR) sector.
Is Forma Right For You?
Forma software is suitable for businesses aiming to reduce benefits complexity while increasing utilization and satisfaction. It delivers flexible, customizable spending accounts employees actually use, with high annual utilization and member satisfaction. The platform also reduces administrative burden and costs through automated claims, integrated compliance, and seamless HRIS integration.
Still uncertain if Forma is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
Forma Features
Forma offers customizable spending accounts that allow employers to define eligibility rules, funding cadence, and expense categories. It enables employees to choose how to spend their allowance on wellness, learning, caregiving, home office, and more based on defined parameters.
The software claims are processed automatically according to employer‑defined rules, removing manual tasks and reducing administrative burden. Its submission flows allow reimbursement or Visa‑card purchases with minimal friction and fast payment turnaround.
The platform’s dashboards enable tracking of budget utilization, claims approvals, member engagement, and overall program health in real time. Its analytics support enables data-driven decision‑making, benchmarking and optimization of spend.
The system’s consumer‑grade UI presents a clean, intuitive interface for benefit discovery, purchasing, and claims submission on desktop or mobile browsers. Its integrated ‘Forma Store’ and ‘Visa Card’ options allow employees to shop directly or pay without additional expenses.
