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Forma

Brand: Forma Inc

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Forma Software Overview

Forma Inc Company Details

Founded Year:  2017

Forma is a modern-day benefits platform that gives employees the freedom to choose health and wellness options that are right for them.

Director/Founders Jason Fan, Max Hsieh
Company Size 1-100 Employees

Forma Pricing & Plans

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Price Available on Request

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Forma Features

  • icon_check Benefits Administration
    Centralizes employee benefit programs with configurable policies, funding rules, and automated administration.
  • icon_check Lifestyle Spending Accounts
    Enables customizable lifestyle spending accounts supporting wellness, learning, fitness, and home office expenses.
  • icon_check Flexible Spending Accounts
    Supports tax-advantaged flexible spending accounts with simplified employee enrollment and claims processing.
  • icon_check Health Reimbursement Accounts
    Manages employer-funded health reimbursement accounts with automated eligibility and reimbursement workflows.
  • icon_check Claims Management
    Automates benefit claim submission, verification, approval, and reimbursement with minimal administrative effort.
  • icon_check Benefits Marketplace
    Offers employees access to curated products and services through an integrated benefits marketplace.
  • icon_check Employee Benefits
    Provides a branded payment card for direct benefit purchases without requiring employee reimbursement requests.
  • icon_check Rewards & Recognition
    Enables peer and manager recognition with cash or non-cash rewards to improve employee engagement.
  • icon_check Budget Management
    Tracks employer benefit budgets, allocations, balances, and spending across multiple benefit programs.
  • icon_check Reporting & Analytics
    Provides dashboards for utilization, spending trends, employee engagement, and benefits program performance.
  • icon_check Multi-Country Support
    Supports global organizations with localized compliance, currencies, and region-specific benefit configurations.
  • icon_check Advanced Policy Configuration
    Allows HR teams to define eligibility rules, spending limits, reimbursement policies, and approval workflows.
  • icon_check Compliance & Security
    Maintains enterprise-grade security with compliance controls, audit trails, and secure employee data protection.

Forma Specifications

Supported Platforms
Windows Windows iOS iOS Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Customer Support
Phone Email Live Chat
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation
Technology
Next Generation
Compliance Regulation
HIPAA CCPA CPRA

Forma Review

Techjockey Trusted Reviews from Verified Users

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.