Betterworks vs Forma
Side-by-side comparison of AI visibility scores, market position, and capabilities
Betterworks is an enterprise OKR and continuous performance management platform helping large organizations align teams through goal setting, check-ins, and feedback.
About
Betterworks is an enterprise performance management company founded in 2013 that pioneered the application of OKR (Objectives and Key Results) methodology to large enterprises, having raised over $120M. The platform enables organizations to cascade goals from the executive level through teams and individuals, track progress with regular check-ins, and align work to company strategy at scale. Betterworks differentiates from HR suites by focusing deeply on performance intelligence, using AI to analyze goal achievement patterns, identify at-risk employees, and surface insights that inform talent decisions. The platform integrates with HRIS systems including Workday and SAP SuccessFactors to embed performance data into existing HR workflows. Betterworks serves large enterprises with thousands of employees where aligning a dispersed workforce to strategic priorities is a significant operational challenge. The company competes with SAP SuccessFactors, Oracle HCM, and standalone OKR tools like Lattice in the performance management market while focusing on the enterprise segment. As organizations have adopted OKRs following the success of Google and Intel, Betterworks has positioned itself as the enterprise-grade platform for continuous performance management beyond simple goal tracking.
Forma (San Francisco) is a flexible benefits platform offering personalized lifestyle spending accounts across wellness, learning, and childcare categories; raised $40M Series B; formerly known as Twic.
About
Forma is a San Francisco-based flexible benefits platform that replaces rigid, one-size-fits-all benefit plans with personalized lifestyle spending accounts (LSAs). Employers set a budget and define eligible categories—wellness, learning, home office, childcare, and more—while employees spend through a dedicated Forma card or reimbursement portal. The platform integrates with major HRIS and payroll systems, giving HR teams real-time utilization data and compliance controls without administrative overhead. Founded in 2017 and formerly known as Twic, Forma raised $40M in Series B funding and counts hundreds of mid-market and enterprise employers among its customers.\n\nForma's product philosophy centers on benefit equity: every employee receives the same dollar value but can allocate it toward what matters most to their individual life stage and circumstances. The platform supports dozens of pre-configured spending categories and allows custom merchant rules, giving employers flexibility to align benefits with their culture and values. Employees access their balance via a mobile app, web portal, or physical card, and Forma handles receipts, compliance categorization, and IRS substantiation automatically.\n\nIn a competitive HR tech market increasingly focused on total rewards differentiation, Forma positions itself as an antidote to benefit fragmentation. Rather than managing separate vendors for gym reimbursements, tuition assistance, and commuter benefits, HR teams consolidate everything into a single LSA or multi-account structure. The company targets the 200-to-5,000-employee segment where benefits complexity is high but enterprise HRIS platforms often lack native LSA tooling.
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