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Documentation Index

Fetch the complete documentation index at: https://docs.costoptix.com/llms.txt

Use this file to discover all available pages before exploring further.

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Step 1 — Create your account

Go to costoptix.com/signup and sign up with your work email.
Cost Optix does not allow disposable email addresses. Use a company or personal permanent email address.
After signing up, verify your email address using the link sent to your inbox. You will then be taken to your organisation dashboard.

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Step 2 — Connect a cloud provider

From your dashboard, navigate to Admin → Accounts and click Add Account. Select your cloud provider and follow the provider-specific setup:
You will need an Azure Service Principal with read access to your subscription’s cost data.Required information:
  • Tenant ID
  • Client ID (Application ID)
  • Client Secret
  • Subscription ID
See the Azure setup guide for step-by-step instructions.

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Step 3 — Wait for the first data sync

After saving your credentials, Cost Optix will begin fetching your cost data.
ProviderTypical first syncBilling lag
Azure2–5 minutesUp to 5 days
AWS1–3 minutesUp to 3 days
GCP1–3 minutes1–3 days
HerokuUnder 1 minute1 day
KubernetesReal-timeNone
Billing lag is a provider constraint — today’s costs may not appear in your dashboard for a few days. This is not a Cost Optix limitation.

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Step 4 — Explore your dashboard

Once data has synced, your dashboard will show:
  • Total spend across all connected accounts for the selected period
  • Per-provider breakdown with cost trends
  • Service-level costs — see exactly which services are driving your bill
  • Anomaly indicators — services flagged for unusual spending patterns
Navigate to Budgets and create your first budget:
  1. Select the account to track, or choose multi-account
  2. Set a monthly budget amount
  3. Choose alert thresholds (default: 80% warning, 95% critical)
  4. Optionally connect a webhook to receive alerts in Slack or Teams

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What’s next?

Connect more providers

Add all your cloud accounts for a complete picture.

Set up webhooks

Get budget and anomaly alerts in Slack, Teams, or Discord.

Anomaly detection

Learn how Cost Optix detects cost spikes statistically.

API access

Integrate Cost Optix into your own tooling.