3 categories · RankedForma
Forma is enterprise sales compensation software for RevOps, SalesOps, compensation, revenue, finance and HR leaders · forma.ai ↗
Leads at enterprise. Ranked 3 of 82 for small business buyers.
The standing depends on who is buying. Every model is asked the same questions for each company size.
Compt is first at 41%.
Ranked first, contested: JOON has 20%. 9 of 14 models made it the first choice when asked directly.
Ranked first. Next is Compt at 31%.
Why models recommend it
“If you want a unified, modern experience with HSAs, FSAs, LSAs and HRAs on one platform, Forma is the most frequently promoted option in 2026-2027 vendor lists.”Muse Glimmer 30B · Direct question · first choice
“Forma is highlighted for its first-dollar ETF investing and human support, making it a strong choice for mid-market companies looking for a unified solution.”Mistral Small · Direct question · first choice
“The best lifestyle spending account platform for a mid-market B2B company is Forma, as it is considered the most mature standalone LSA platform”Llama 4 Maverick · Direct question · first choice
“Dedicated platforms like Forma, Benify, or Ben focus on smart spending cards, flexible allowances, and international compliance.”Gemini 3.5 Flash · Negative question · first choice
What gives them pause
“Platforms to Avoid on a Strict Budget | Forma | Custom enterprise pricing”Kimi K2 · Budget-constrained question · warning
“reviewers frequently report rejected claims, unclear purchase guidelines, reimbursement denials, and slow support”GPT-5.4 mini · Negative question · warning
“some users report rejected claims, unclear reimbursement rules, and poor communication around denials”GPT-5.4 mini · Negative question · warning
“Emerging for flexible spending (including lifestyle accounts) but less traditional for core HSA/FSA”Grok 4.20 · Direct question · warning
Also on the shortlist
The products named in the same answers as Forma, over the 252 answers that named it, and how often each was the first choice instead.
| Product | Named together | Picked instead | |
|---|---|---|---|
| 125 | 11 | Compare → | |
| 104 | 38 | Compare → | |
| 71 | 25 | Compare → | |
| 62 | 16 | Compare → | |
| 62 | 8 | Compare → | |
| 59 | 2 | Compare → | |
| 57 | 5 | Compare → | |
| 55 | 7 | View → | |
| 54 | 0 | View → | |
| 39 | 0 | View → |
What the models named instead of Forma →
A side-by-side page exists where both products are among a category's top eight.
At a glance
Stated on Forma's own site, not checked by Gane.
- For
- enterprise sales compensation professionals; RevOps, SalesOps, compensation leaders, revenue leaders, Sales leadership, Finance, Human Resources
- Price stated
- Need a proposal tailored to you? Our pricing at Forma.ai reflects your team's unique needs.
- Integrations
- 600
- Certifications
- ISO 27001, SOC 1 Type II, SOC 2 Type II, SOC 3
- Customers named
- Autodesk, Edmentum Inc.
How this is measured
Fourteen AI models from 12 labs are asked the same buying questions six ways, for three company sizes. Standings refresh every edition.
Gane sells AI visibility software. No company can pay to change a result.
Read the method →Sources returned with these answers
Fourteen of the fourteen models returned a source list in this edition: five return the pages they cited and nine the search results they consulted. These counts come from 248 of the 252 answers that named Forma and are not a share of its labels.
Domains cited
784 of the 837 domain citations in answers naming Forma came from a third party's page. Fifty-three were to the publisher's own pages (the Gane Index), which the models cite like any other source; they are not counted as a third party.
Pages cited
Pages are listed as the models cited them.
By model
| Model | First choice | Alternative | Mention | Warning | Labels |
|---|---|---|---|---|---|
| Claude Haiku 4.5 | 1 | 1 | 0 | 0 | 2 |
| GPT-5.4 mini | 1 | 1 | 0 | 2 | 4 |
| Gemini 3.5 Flash | 4 | 2 | 3 | 0 | 9 |
| Perplexity Sonar | 2 | 2 | 0 | 0 | 4 |
| Grok 4.20 | 4 | 1 | 1 | 3 | 9 |
| Mistral Small | 3 | 0 | 0 | 1 | 4 |
| DeepSeek V4 Flash | 3 | 2 | 0 | 1 | 6 |
| Llama 4 Maverick | 2 | 1 | 4 | 0 | 7 |
| Qwen 3.7 Flash | 2 | 1 | 0 | 0 | 3 |
| Kimi K2 | 0 | 5 | 1 | 1 | 7 |
| GLM 4.7 FlashX | 3 | 2 | 0 | 1 | 6 |
| MiniMax M2.5 | 1 | 1 | 0 | 0 | 2 |
| GPT-6 Luna | 2 | 1 | 1 | 0 | 4 |
| Muse Glimmer 30B | 4 | 2 | 1 | 0 | 7 |
What it publishes
| Kind | Pages | Last 90 days | 2025-10 to 2026-09 | Latest | Categories named |
|---|---|---|---|---|---|
| Blog | 247 | undated | |||
| Webinar or virtual event | 50 | undated | |||
| Glossary or explainer | 14 | undated | |||
| Comparison | 11 | undated | |||
| Case study | 5 | undated | |||
| Conference or event | 5 | undated | |||
| Template or tool | 2 | undated | |||
| News or press | 1 | undated |
Events in person
- September 24, 2026GTM OPS briefing seriesThe Landmark @ One Market, Ste. 400, San Francisco, USA · took part
As the event pages on forma.ai state them, read September 28, 2026.
How it is countedHide how it is counted
Every page forma.ai exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.