TeamOhana vs Forma
Side-by-side comparison of AI visibility scores, market position, and capabilities
TeamOhana bridges finance headcount models and HRIS data in a live collaborative plan, eliminating end-of-quarter spreadsheet reconciliations between finance and HR; raised $14M+, SF.
About
TeamOhana was founded in 2020 in San Francisco and raised over $14M to build a headcount planning platform that bridges the gap between finance teams modeling headcount budgets in spreadsheets and HR teams managing actual employee data in HRIS systems. The platform creates a live, collaborative headcount plan that connects financial headcount models with real-time HRIS data, ensuring that finance and HR are always working from the same information rather than reconciling divergent spreadsheets at the end of each quarter.\n\nThe platform supports seat-level headcount planning where each open and filled role has associated compensation details, benefits costs, start dates, and budget owner attribution. Recruiters, HR business partners, and finance teams can all view and contribute to the plan within their respective areas of ownership, with approval workflows that gate headcount additions and compensation changes behind the appropriate decision makers. TeamOhana also integrates with ATS systems to connect approved headcount to active recruiting pipelines.\n\nTeamOhana targets mid-market and growth-stage technology companies with 100 to 2,000 employees that have moved beyond spreadsheet headcount planning but are not yet ready for the complexity of enterprise workforce planning tools like Anaplan or Workday Planning. The company competes with Mosaic, Pigment, and Planful in the broader business planning space, while occupying a more HR-specific niche that emphasizes compensation management alongside headcount.
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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