Run your finances like a pro

Our software helps you manage payroll, track expenses, and stay tax-ready - all in one secure platform

Smart Tools That Power Your Business

Streamline every part of your workflow with powerful tools designed for efficiency and accuracy. From professional invoicing and automated reminders to AI-assisted bookkeeping and clear payroll expense insights, everything you need to run your business smoothly is right at your fingertips.
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Smart Alerts. Always on time.
Stay ahead of every deadline with automatic reminders for payroll, taxes, and payments. Your dashboard keeps you informed, so you never miss a critical date again.
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Smart Invoicing. Professionally effortless.
Send professional invoices that make a strong impression. Automate follow-ups, track payments in real time, and keep every transaction organized in one unified view.
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Effortless Bookkeeping. Powered by intelligence.
Record income and expenses instantly — just add or subtract. Our system keeps your books balanced automatically, so anyone can manage finances with confidence.
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Payroll Insights. Broken down beautifully.
Understand every dollar with clear, visual reports on wages, taxes, and benefits. See your payroll costs at a glance — and stay in control every pay cycle.
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Built for precision and peace of mind. Run payroll fast, pay right, and stay compliant every time

Add unlimited employees — pay $0 per added employee

Built for Clarity and ControlKeep your books balanced with real-time insights that simplify financial tracking and decision-making

Experience AI-powered bookkeeping that's up to 4× faster than traditional methods

Built for Small Business Owners

Freelancers
Manage your own pay and client work with clarity and control.
Two freelancers collaborating at a desk
Sole Proprietors
Keep your finances organized year-round, making tax season effortless.
Independent operator reviewing paperwork
Contractors
Send polished invoices and accurate estimates in just a few clicks.
Contractor on site with plans
Consultants
Automate recurring billing and streamline payments for long-term clients.
Small business team meeting
Forma Plan
Simple. Transparent. Made just for you.

Basic Forma

New to business? Start here.

  • Bookkeeping
  • Unlimited invoicing
  • Scan Receipts
  • Accessible to Data Anytime
$0 / month
Get started

Plus Forma

Everything you love in Basic and more.

  • AI-powered bookkeeping
  • Run payroll
  • auto-generate tax forms
  • smart dashboard with real-time alerts
  • detailed reports
  • Priority data storage & support
$0 / month
Get started

Forma Business Solutions

For accounting firms and enterprise partners

Enhance your workflow with secure, IRS-compliant payroll and bookkeeping infrastructure.
Deploy Forma on your own servers, local database, or private cloud—built to adapt to your organization’s compliance framework.
Designed for CPA firms, payroll providers, and enterprise clients who require:
  • IRS Publication 1075 & SSAE-18 alignment for data confidentiality and integrity.
  • State-level data residency options ensuring full jurisdictional compliance.
  • Role-based admin control & audit logging for secure access management.
  • Custom integrations with firm portals, e-file systems, and internal databases.
🔐 Enterprise-grade security. SOC-compliant. Audit-ready.

Frequently Asked Questions

Here are some common questions about Forma and our services