Forma

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.

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:

• Workday
• ADP
• UKG
• Paylocity
• Microsoft Entra
• Namely
• Gusto

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.