Forma.ai for Finance teams

Predictable, auditable, and compliant sales compensation

Predict and track comp spend with detailed audit trails, endless reporting capabilities, and precise analytics.

Track sales comp
‍‍with precision and confidence

Bulletproof forecasting

Our suite of Performance Reports helps you automate mission-critical financial reporting and predict sales compensation spend with confidence.

Track, predict, and govern

Ensure auditability and predictability of changes, payouts, and spend to uphold enterprise compliance standards and effectively manage risk.

Lower total cost of ownership

Forma.ai is the platform with the lowest total cost of ownership in sales comp processes for the enterprise—guaranteed.

Financial reporting and analytics at your fingertips

With Forma.ai, automate mission-critical performance reporting including Accruals, Commission Amortization, Comp Budgeting, Performance Forecasting, and more.

Full audit trails and visibility for enterprise grade compliance

All changes are tracked providing an immutable record and exportable audit log. End-to-end encryption and numerous security features ensure the highest compensation compliance standards for the modern enterprise, including SOX and SOC2 Type 1 & 2.

Decrease administrative spend with increased efficiency

By automating routine administrative tasks and integrating the full sales comp process from end-to-end, Forma.ai helps you shorten planning cycles, time from configuration to execution, change request management, and workflow processes so you can lower administrative costs.

FAQ

Our pricing model accounts for the entire value chain of sales compensation and performance management. From plan design to payout, implementation to operational support, our pricing is made flexible to meet your enterprise needs. Get in touch with a member of our team to learn more.

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Forma.ai offers two types of out-of-the-box and customized reporting:

i. Payee Reporting: Sales incentive participants can access dashboards and performance reports that detail their performance specifically to the incentive plan they participate in.

ii. Performance Reporting: Strategic users of Forma.ai can access a suite of dashboarding and reporting capabilities to track and measure effectiveness across territories, quotas, and sales compensation plans.

Yes, Forma.ai offers a customizable ASC 606 reporting module.

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Guide

Sales Compensation Software: Enterprise Buyer’s Guide

Sales compensation software can make or break your sales team’s performance. And with so many options, trying to settle on the right one for your organization can be overwhelming. Our buyer's guide explains all you need to know.

Ready to steer your sales performance?

Dynamic incentives are the key to maximizing revenue. Align your sales comp plan with top opportunities in real-time, so your sales reps never miss a great deal.

Sales Comp

Forma.ai puts you in the driver’s seat of your ICM software so you can take control of chaotic sales comp processes with ease.

Sales Operations

Drive revenue with SPM as agile as your enterprise. Forma.ai brings all SPM activities and data under one dynamic platform.