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.
Step 2 — Connect a cloud provider
Most providers connect from Admin → Accounts → Add Account using read-only credentials. Kubernetes is different — it does not use Add Account. Instead you install a lightweight in-cluster agent from the Kubernetes section of the dashboard (see the Kubernetes tab below). Select your provider and follow the setup:- Azure
- AWS
- GCP
- Heroku
- Kubernetes
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
Step 3 — Wait for the first data sync
Once a provider is connected, Cost Optix will begin collecting your cost data.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.
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
Step 5 — Set up a budget alert (recommended)
Navigate to Budgets and create your first budget:- Select the account to track, or choose multi-account
- Set a monthly budget amount
- Choose alert thresholds (default: 80% warning, 95% critical)
- Optionally connect a webhook to receive alerts in Slack or Teams
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.