Skip to main content

​
Step 1 — Create your account

Go to costoptix.com/register 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 organization dashboard.

​
Step 2 — Connect a cloud provider

From your dashboard, navigate to Settings → Cloud 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 on creating a Service Principal with the correct permissions.

​
Step 3 — Wait for the first data sync

After saving your credentials, Cost Optix will begin fetching your cost data. Depending on your provider, the first sync can take a few minutes.
ProviderTypical first sync timeBilling lag
Azure2–5 minutesUp to 5 days
AWS1–3 minutesUp to 3 days
GCP1–3 minutesUp to 3 days
HerokuUnder 1 minute1 day
KubernetesReal-time (agent)None
Cloud providers have their own billing lag — meaning today’s costs may not appear in your dashboard for a few days. This is a provider constraint, 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
Navigate to Budgets and create your first budget:
  1. Select the account or provider to track
  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

​
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.

Understand anomaly detection

Learn how Cost Optix detects cost spikes statistically.

API access

Integrate Cost Optix into your own tooling.