# Forma Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Forma Software - reviews, pricing plans, popular comparisons to other Benefits Administration products and more.

Source: https://www.capterra.com/p/267759/Forma

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# 

 Forma Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Forma

## What is Forma?

Companies spend millions on benefits employees don’t value or use. Founded in 2017, Forma challenges one-size-fits-all approaches with flexible benefits software that reduces costs while giving employees more choice and flexibility. With Forma, companies can offer tailored benefits programs using products like Lifestyle Spending Accounts, Health Reimbursement Arrangements, and more—all managed on a single platform. Employees can spend funds via the Forma Store, Forma Visa Card, or reimbursement, supported by a top-rated member support team. Trusted by companies like Stripe, Honda, and Lululemon, Forma supports nearly a million employees worldwide, achieving 98% customer retention, a 75 NPS, and 98 CSAT. Backed by Emergence and Ribbit Capital, Forma has earned awards for innovation, growth, and workplace excellence.

## What is Forma used for?

[Corporate Wellness](https://www.capterra.com/corporate-wellness-software/)[Benefits Administration](https://www.capterra.com/benefits-administration-software/)[Human Resources](https://www.capterra.com/human-resource-software/)

Overall rating

Based on 14 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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Do you work for Forma?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.joinforma.com/&name=Forma)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Forma

4.9 (14)

VS.

[4.7 (259)](https://www.capterra.com/p/245822/YuMuuv/reviews/)

Starting Price

Contact vendor

Starting Price

$1

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (14)

Ease Of Use

4.7 (259)

Value For Money

5.0 (14)

Value For Money

4.6 (209)

Customer Service

4.7 (13)

Customer Service

4.6 (220)

## Forma alternatives

Highest Rated

[4.9 (4,844)](https://www.capterra.com/p/140428/Awardco-Employee-Performance/reviews/)

Starting price

Contact vendor for pricing

[4.7 (20)](https://www.capterra.com/p/10015945/Connected-Corporate-Fitness/#reviews)

Starting price

$1.00

Per User, Per Month

[4.8 (748)](https://www.capterra.com/p/186557/PerkNow/reviews/)

Starting price

$4000.00

Per User, Per Month

[4.5 (346)](https://www.capterra.com/p/142701/SmartHub/reviews/)

Starting price

Contact vendor for pricing

[View all alternatives](https://www.capterra.com/p/267759/Forma/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Employee Portal

4.9 (10)

100.00% of 10 reviewers that rated this feature as important or highly important

Online portal where employees can access and track their own information

Employee Reward Programs

4.9 (8)

100.00% of 8 reviewers that rated this feature as important or highly important

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Mobile Access

4.8 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Chat/Messaging

4.5 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Communicate using direct chat or messages within the system

Benefits Dashboard

4.7 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Use a dashboard to view benefits that are selected by employees or offered by employers

HSA/FSA Administration

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Set up and manage health savings and flexible spending accounts for your employees

Forma 10 features

Application programming interface that allows for integration with other systems/databases

Use a dashboard to view benefits that are selected by employees or offered by employers

Communicate using direct chat or messages within the system

Online portal where employees can access and track their own information

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Set up and manage health savings and flexible spending accounts for your employees

Access software remotely via mobile devices

Access the system via a mobile application

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create, manage and track all task activities and progression

Get Advice

We can help you find the software with the features you need.

Features

4.8 (14)

4.8

Based on 14 reviews

## Pricing

Value for money

5.0 (14)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (14)

5.0

Based on 14 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (13)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (13)

4.7

Based on 13 reviews

## User reviews

Overall rating

4.9

Based on 14 reviews

Filter by rating

5(13)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BM

Brittany M.

Senior Manager Global Compensation

Logistics and Supply Chain

### "Forma makes me smile"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

May 19, 2025

Love it. Reimbursement for massage membership, gym membership or health positive items such ss office equipment or fitness gear.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DT

Diana T.

Professional, Benefits

Real Estate

### "Best LSA vendor!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

May 5, 2025

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

Alternatives considered

[Espresa](https://www.capterra.com/p/192848/Espresa/)

Reasons for choosing Forma

Easy to use site, reimbursement features, pricing

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DT

Denise T.

Sr. Benefit Mgr

Marketing and Advertising

### "Love Forma "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

May 1, 2025

Love it they are always so accommodating with our needs to deliver creative ways to utilize your benefits

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

Switched from

[Navia](https://www.capterra.com/p/238690/Navia/)

Global exposure is better with Forma as we had to manage two tpas

Alternatives considered

[Health, Equity and Belonging](https://www.capterra.com/p/10004755/Health-Equity-and-Belonging/)

Reasons for choosing Forma

Pricing and global scope for an integrated solution.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CS

Cj S.

Account Executive

Executive Office

### "Prompt on claims"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

April 23, 2025

Great experience with the site, easy log in and i get responses to my claims within great time. Very satisfied.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SM

Shaswat M.

Senior Software Engineer

Computer Software

### "The Perks Platform That Actually Feels Built for Me"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

April 9, 2025

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Gavin M.

Account Executive

Computer Software

### "Forma is great!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 2, 2025

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!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KO

Katie O.

Customer Success Manager

Computer Software

### "Mostly happy Forma customer "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

March 24, 2025

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

WP

William P.

Account Executive

Information Technology and Services

### "Love Forma!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 19, 2025

I have no complaints about my experience with Forma. The instructions and UI are clear and easy to use.

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.

Switched from

[Navia](https://www.capterra.com/p/238690/Navia/)

My company decided to switch, I was not involved in the choice.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TS

Tori S.

Inside Sales Expert

Health, Wellness and Fitness

### "Great user experience!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 18, 2025

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BV

Brandon V.

Manager, Growth

Transportation/Trucking/Railroad

### "Simple, Easy, and Gets the Job Done"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 18, 2025

Really happy with Forma! It’s straightforward, easy to navigate, and does exactly what I need without any extra fluff. Would definitely recommend!

Pros

Forma is super user-friendly! It’s really easy to navigate, and everything just makes sense!

Cons

I wish there were more benefit options available, but I get that it’s mostly based on what my company offers. That said, I actually appreciate the “less is more” approach—it keeps things simple.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DA

Dani A.

Electrical Designer

Civil Engineering

### "Using Forma to Expense Running Shoes"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

March 12, 2025

I've used Forma before and it has been good every time!

Pros

Forma is very easy to use & expense. I like the customer help chat option.

Cons

I wish I could click on a more exhaustive list of what exactly is & isn't covered. In my case, I saw "athletic shoes" were covered, but that only applied to running shoes & not jogging shoes. I wish I could click on "athletic shoes" in the list & it would have a drop down or list or something with more specifics.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JG

Jose G.

Project Engineer

Civil Engineering

### "This program is great to "FORMA" health lifestyle"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 11, 2025

I've enjoyed using Forma. The website is extremely user friendly and allows me to save money on health-related purchases that I'd be making anyways. The process for reimbursements on claims is quick and easy.

Pros

I like that there are multiple options health related to spend the allowed balance on and that filing a claim is an easy process.

Cons

The only thing I didn't like about forma from the previous year was that athletic shoes weren't apart of the program. That has changed for the 2025 year.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KH

Kara H.

Director, Strategic Account Management

Internet

### "Forma makes claims simple and easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 25, 2025

Great- I use it for FSA and wellness benefits. It makes it super easy vs a pain to deal with these expenses and claims!

Pros

Very easy interface, claims get reviewed promtly

Cons

Often my submissions are repeats and I wish there was an easier way to copy over previous claims

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KH

Kevin H.

Principal Integrations Engineer

Computer Software

### "Easy to use and flexible"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 15, 2025

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.

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

Switched from

[Uber for Business](https://www.capterra.com/p/300532/Uber-for-Business/)

Simplification and providing a wider range of purchase categories

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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