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Step 1: Create your account

Go to costoptix.com/signup and sign up. Verify your email with the link we send, and you land in your organisation.
Disposable email addresses are not accepted. Use a permanent work or personal address.

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Step 2: Connect a source

Pick whatever you want to track first. You can add the rest later.
Open Organization Admin → Accounts → Add Account (from your profile menu) and choose Microsoft Azure. You need a service principal with Reader and Cost Management Reader on the subscription:
  • Tenant ID
  • Client ID
  • Client secret
  • Subscription ID
Step-by-step commands are in the Azure guide.

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Step 3: Wait for the first data

Cloud billing lag comes from the provider. Today’s cloud cost is never final today.

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Step 4: Look around

  • Overview shows every source in one total, how it compares with last month, and who owns what. Organisations with two or more sources land here after sign-in.
  • Dashboard, Daily Spend and Cost Explorer go deep on one cloud account.
  • Kubernetes, Hosts and LLM Usage each have their own page with costs, waste and anomalies.

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Step 5: Set up alerts

Alerts are sent by webhook, so connect one first:
  1. Go to Settings → Webhooks and add Slack, Microsoft Teams, Discord or your own endpoint. See Webhooks.
  2. Go to Budgets and create a monthly budget, or add a daily spend limit. See Budgets.
You do not have to work out the amounts. CostOptix suggests a budget or daily limit for each source that has none, and you can accept it in one click from the suggestions button in the header.

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What’s next?

Connect more sources

The full picture needs every source.

Assign ownership

Tell CostOptix which team owns what.

Find savings

Rightsizing, idle capacity, orphaned resources and commitments.

Ask the assistant

Ask questions about your spend in plain language.