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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.
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Starting Price
Custom
Forma Specifications
- Benefits Administration
- Workforce Planning and Forecasting
- Compensation and Benefits Administration
- Employee Surveys and Feedback
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
Consumer Grade Experience
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.
Claims Administration
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.
Customizable Spending Accounts
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.
Dashboard And Reporting
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.
Pros And Cons of Forma
Pros
Offers customizable spending accounts
Integrates with numerous tools
Provides consumer-grade UI with store and Visa card options
Delivers automated claims and analytics
Cons
Does not allow to delete or edit a response
Its chatbot does not provide suitable answers for diverse questions
Forma Reviews
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Frequently Asked Questions
Does Forma has a mobile app?
Yes, Forma does offer a mobile app.
Does Forma offers an API?
Yes, Forma does offer an API.
What types of pricing plans does Forma offer?
The vendor offers different pricing plans according to various business needs. Get a customized Forma cost breakdown for your business today.
What language does Forma support?
Forma supports English language only.
Who are the typical users of Forma?
The typical users of Forma include sectors like HR.
What other apps does Forma integrates with?
Forma integrates with workday, ADP, UKG, paylocity, Microsoft Entra, Namely, gusto, and more.
What level of support does Forma offer?
Forma offers support through help center, blog, events, webinars, and expert support.