# Forma Software Reviews, Demo & Pricing - 2026 > Review of Forma Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/507669-Forma --- [Home](https://www.softwareadvice.com/) / [Benefits Administration Software](https://www.softwareadvice.com/hr/benefits-administration-comparison/) / Forma Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Forma 2026: Benefits, Features & Pricing Wondering if Forma is right for your organization? Our Benefits Administration Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Forma 4.9 [(14)](https://www.softwareadvice.com/product/507669-Forma/#reviews) Pricing Pricing available upon request ### About Forma Forma offers a cloud-based benefits platform that helps businesses provide competitive and customizable employee benefits packages. The platform caters to a wide range of industries, allowing organizations to define and configure different account types such as Lifestyle Spending Accounts, Flexible Spending Accounts, Health Savings Accounts and Health Reimbursement Arrangements based on their specific needs and employee preferences. Forma's platform enables employees to choose benefits that are meaningful to them, using the Forma Store or Forma Card. Additionally, the platform handles the administrative tasks, including claims processing, member support, vendor relationships, compliance, security and analytics. Wondering if Forma is right for your organization? Our Benefits Administration Software selection experts can help you in 15 minutes or less. ## Forma User Interface ## Popular Forma Alternatives Main Product Forma 4.9 [(14)](https://www.softwareadvice.com/product/507669-Forma/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.69Customer support - 4.79Functionality Pricing Available upon request Get Price Alternative Product [YuMuuv](https://www.softwareadvice.com/hr/yumuuv-profile/) 4.7 [(259)](https://www.softwareadvice.com/hr/yumuuv-profile/reviews/) Ratings Breakdown - 4.69Ease of use - 4.56Value for money - 4.56Customer support - 4.48Functionality Pricing Starting at $1.00 per month Get Price Alternative Product [Awardco](https://www.softwareadvice.com/corporate-wellness/awardco-profile/) 4.9 [(4848)](https://www.softwareadvice.com/corporate-wellness/awardco-profile/reviews/) Ratings Breakdown - 4.86Ease of use - 4.82Value for money - 4.81Customer support - 4.81Functionality Pricing Available upon request Get Price Alternative Product [Achievers](https://www.softwareadvice.com/hr/achievers-profile/) 4.8 [(2909)](https://www.softwareadvice.com/hr/achievers-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.47Value for money - 4.60Customer support - 4.61Functionality Pricing Available upon request Get Price Alternative Product [YuLife](https://www.softwareadvice.com/hr/yulife-profile/) 4.8 [(123)](https://www.softwareadvice.com/hr/yulife-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.73Value for money - 4.87Customer support - 4.67Functionality Pricing Available upon request Get Price Alternative Product [MoveZenGo](https://www.softwareadvice.com/corporate-wellness/connected-corporate-fitness-profile/) 4.7 [(31)](https://www.softwareadvice.com/corporate-wellness/connected-corporate-fitness-profile/#reviews) Ratings Breakdown - 4.58Ease of use - 4.84Value for money - 4.83Customer support - 4.48Functionality Pricing Starting at $1.00 per month Get Price ## Forma Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Forma Features - Popular features found in Benefits Administration ACA Reporting Compliance Management Deduction Management Employee Benefits Administration Employee Database Health Insurance Administration Payroll Management Provider Management Self Service Portal - More features of Forma API Benefits Dashboard Chat/Messaging Employee Portal Employee Reward Programs HSA/FSA Administration Mobile Access Mobile App Onboarding Task Management ## Forma User Reviews Overall Rating 4.9 Ratings Breakdown 5 93% 4 7% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 5.0 Value for money 5.0 Customer support 4.7 Functionality 4.8 Have you used Forma and would like to share your experience with others? Gavin M. Verified reviewer Computer Software 5001-10000 employees Used monthly for less than 2 years Reviewed April 2025 Forma is great! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The platform is very intuitive, flexible, and makes it easy to expense purchases and use my employer benefits. Cons: Nothing yet, Forma has been a joy to use! Read More DT Diana T. Verified reviewer Real Estate 1001-5000 employees Used monthly for more than 2 years Reviewed May 2025 Best LSA vendor! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Their user-friendly website, easy to submit reimbursements, great store selection (especially ClassPass) Cons: Not much I don’t like. Maybe integration capability with our company branded swag store. Return capability for products in store Reasons for choosing Forma Easy to use site, reimbursement features, pricing Read More DT Denise T. Verified reviewer Marketing and Advertising 1001-5000 employees Used daily for more than 2 years Reviewed May 2025 Love Forma 5 Love it they are always so accommodating with our needs to deliver creative ways to utilize your benefits Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Lifestyle spending account that allows employees to flex their rewards as they see fit Cons: Global payments outside of payroll since that would be a game changer so employees don’t have to wait a whole month to get reimbursed Reasons for choosing Forma Pricing and global scope for an integrated solution. Reasons for switching to Forma Global exposure is better with Forma as we had to manage two tpas Read More KH Kevin H. Verified reviewer Computer Software 201-500 employees Used monthly for less than 12 months Reviewed February 2025 Easy to use and flexible 5 Overall, I like how easy it is to make use of the LSA to get my purchases reimbursed. The claims are usually approved very quickly, and since my company covers a wide range of purchases, I usually don't have to worry too much about whether a purchase will be covered or not. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I like the ease of use and flexibility for having different types of purchases covered by this Lifestyle Spending Account. Cons: The taxation on the benefits is a bit confusing Reasons for switching to Forma Simplification and providing a wider range of purchase categories Read More WP William P. Verified reviewer Information Technology and Services 10000+ employees Used monthly for less than 6 months Reviewed March 2025 Love Forma! 5 I have no complaints about my experience with Forma. The instructions and UI are clear and easy to use. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The convenience of Forma's platform is great. The benefits are easy to understand. Cons: There's nothing that jumps to mind about dislikes for Forma. Reasons for switching to Forma My company decided to switch, I was not involved in the choice. Read More SM Shaswat M. Verified reviewer Computer Software 501-1000 employees Used monthly for more than 2 years Reviewed April 2025 The Perks Platform That Actually Feels Built for Me 5 Forma has been a great experience overall. The claims processing is incredibly fast, and the mobile application makes it easy to manage everything on the go. I appreciate the built-in chatbot support, which is quick and helpful for resolving simple queries. The UI is clean, fast, and intuitive — and as a frontend developer, I genuinely admire the design and responsiveness. It keeps me updated at every step of the claims and transaction process through email, push notifications, and SMS, which adds a layer of transparency and trust. Most importantly, the benefits offered are versatile and fit the needs of almost every type of employee, making it a truly inclusive platform. Ratings Breakdown 5 Ease of use 5 Value for money 3 Customer support 4 Functionality Pros: I really liked the diverse category options available under the B-Well program on the Forma platform — especially the focus on Financial Wellbeing and Digital Health. It’s great to see that the platform even includes region-specific vendors, catering to localized needs. Additionally, Forma offers seamless integrations with HR systems, making it easy for both employees and employers to track and manage benefit usage efficiently. Cons: I think it hard to pick the least liked thing about Forma but as a developer I would feel adding a dark mode to it will enhance the UI and make platform more comfortable to use in low lights. Read More CS Cj S. Verified reviewer Executive Office 10000+ employees Used weekly for less than 12 months Reviewed April 2025 Prompt on claims 5 Great experience with the site, easy log in and i get responses to my claims within great time. Very satisfied. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: It works well for me and quickly! I usually put in a claim and usually its done within a day or two. Cons: I believe that the chat could be slightly quicker at times. Bots dont always have the answers I need. Read More KO Katie O. Verified reviewer Computer Software 1001-5000 employees Used monthly for less than 2 years Reviewed March 2025 Mostly happy Forma customer 4 Overall, still good. Support however is hard route to get in touch with and then not helpful. But its not Support Team's fault that the internal policies change with how submissions work, or need to be labeled. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: Easy and fast to submit an expense. My company provides this for our quarterly alotted money towards extras like food and office equipment. Happy that it's so easy and transparent to use. Cons: Recently, too many Declined Approvals on expenses I have already submitted exactly as before. Read More TS Tori S. Verified reviewer Health, Wellness and Fitness 1001-5000 employees Used monthly for less than 2 years Reviewed March 2025 Great user experience! 5 I love how Forma is customized for Peloton, with our dollars referred to as PeloBucks. The platform is incredibly user-friendly and easy to navigate. I also appreciate the multiple ways to use your funds: through the Forma store, the Forma card, or reimbursement. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The platform is easy to navigate, making it simple to submit reimbursement claims. Additionally, the turnaround time for reimbursement is super fast. I haven't needed to contact Forma support, as everything is straightforward and easy to understand. Cons: I made a typo on one of my claims and I was not able to delete or edit the response so I just submitted it again. Read More BM Brittany M. Verified reviewer Logistics and Supply Chain 5001-10000 employees Used monthly for less than 2 years Reviewed May 2025 Forma makes me smile 5 Love it. Reimbursement for massage membership, gym membership or health positive items such ss office equipment or fitness gear. Ratings Breakdown 5 Ease of use 5 Value for money 5 Functionality Pros: Incentive for things that I do each year that I can use for my health. It makes me remember to accomplish necessary items Cons: I want ways to earn more. Using teledoc versus going into a doctor would be a nice earn of small incentive. 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