Forma.ai vs Performio
Forma.ai
forma.ai
Performio
performio.coSide by side
| Figure | Forma.ai | Performio |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 2 |
| Spec score · Commission Software | 8.2 (#1) | 8.0 (#3) |
| Spec score · Sales Compensation Software | 8.0 (#3) | 8.0 (#4) |
| Spec score · Sales Commission Software | 8.0 (#5) | 7.9 (#9) |
| Apple app | The Forma AI Business app is free, supports iPhone and iPad, and requires iOS 10 or later. | Apple’s developer listing includes “Performio SPM Sales Commission Tracker View” for iPhone and iPad. |
| Integrations | Forma.ai advertises more than 200 pre-built integrations for CRM, ERP, HRIS and other sources; another product page states 600+ available integrations. | Listed connections include Salesforce, NetSuite, Workday, Snowflake, SAP, Microsoft Dynamics, Excel, SFTP, Tableau, Qlik, Xero and Zuora. |
| Mobile app | Forma AI is available as an Android app on Google Play. | Google Play lists a Performio Android app for viewing dashboards and commission details; the listing shows 100+ downloads and no visible user rating. |
| Rating on G2 | 4.7 out of 5 from 65 reviews | 4.4 out of 5 from 1,071 reviews. |
| Rating on Gartner Peer Insights | 4.8 out of 5 from 8 reviews | 4.4 out of 5 from 74 reviews. |
| Rating on Software Advice | 4.8 out of 5 from 4 reviews | 4.3 out of 5 from 330 reviews. |
| Security | Security controls include vulnerability management, user authentication checks, third-party penetration testing, and encryption for data at rest and in transit. | Performio says it maintains SOC 1 Type II and SOC 2 Type II reports, supports GDPR, aligns with ISO 27001 practices, and conducts annual third-party penetration testing. |
| Security certifications | Forma.ai says it undergoes annual SOC 1 and SOC 2 certifications and audits. | Performio states that it maintains SOC 1 Type II and SOC 2 Type II reports, supports GDPR, aligns with ISO 27001 practices and conducts annual penetration testing. |
| Security controls | The company lists vulnerability management, authentication checks, third-party penetration tests and encryption at rest and in transit. | The platform states that it encrypts data in transit and at rest, enforces role and business-unit access, isolates customer data, records changes and supports SAML SSO. |
| Support | Forma.ai lists phone support at +1 (833) 367-6224 and email support at [email protected]. | Every subscription is stated to include 24/7 global support, training, structured onboarding, a dedicated sandbox and self-paced certification. |
| What it does | Forma.ai is an AI-powered enterprise sales-performance platform combining sales planning with incentive compensation. | Performio is a cloud incentive-compensation system that calculates complex commissions, manages plans and provides payout visibility. |
Plans
Forma.ai
- AI-ConfiguratorPriced on request
- CompOps PlatformPriced on request
- Onboarding & ImplementationPrice not published
In their own words
Forma.ai
Forma.ai is AI-powered enterprise sales compensation software that combines sales planning and incentive compensation. Its platform brings territory planning, quota setting, and incentive programs into one data platform. Users can configure incentive structures with AI-powered tools and guided templates without technical skills, then test changes through financial modeling and deploy modeled changes instantly. The platform can ingest, validate, clean, and transform data from an unconstrained number of sources; its homepage states it has 600+ pre-built integrations. Automated workflows cover compensation tasks, approvals, exceptions, and disputes. Reporting includes payee and performance results, accruals, commission amortization, compensation budgets, and performance forecasts. Forma.ai describes the product as built for complex go-to-market organizations and global enterprises. It says it undergoes annual SOC 1 and SOC 2 certifications and audits, and lists controls including encryption at rest and in transit. Pricing is available through tailored proposals; onboarding and implementation are a one-time fee. Forma AI is also available as an Android app.
Performio
Performio calculates and manages sales commissions and incentive compensation for organizations with complex plans. It collects compensation data from CRM, ERP, HRIS, and finance systems, then calculates commissions at scale. Compensation teams can configure tiered plans, crediting logic, and payout rules with the component-based Plan Builder. Sellers can follow commissions, earnings, and progress toward goals through dashboards, leaderboards, and what-if calculators. Analytics Studio supports natural-language exploration and real-time visualizations without SQL or spreadsheets. Listed integrations include Salesforce, HubSpot, Microsoft Dynamics CRM, NetSuite, SAP, Workday, Snowflake, BigQuery, and a REST API. Performio can import data from any source or format, transform and clean it in-app, keep audit trails, and process billions of records in seconds. Security provisions include encryption in transit and at rest, role-based access, customer data isolation, monitoring, and SAML single sign-on. Performio says subscriptions include 24/7 global support, training, and a dedicated sandbox. Pricing depends on team size and implementation scope; the subscription scales with participants and selected capabilities, and implementation is a one-time cost.