Quickstart
This page walks the shortest path to a useful result: an account, a workspace, a connected cloud account, a saved cost report and a budget, with the report emailed to your team on a schedule.
Before you start
- Access to the cloud account you want to connect, with the permissions its provider page lists: AWS, Azure, Google Cloud or Kubernetes. If someone else holds those permissions, you can invite them during onboarding.
- An email address for the account. You can also sign up with GitHub or Google where the sign-in page offers them.
Create your account
- Open the sign-up page, enter your Email address and select Continue.
- Enter your First name, Last name and a Password, then select Create account.
- Open the verification link Costfluent emails you, then sign in.
Set up your workspace
Onboarding runs in three steps.
- Workspace: give your first workspace a name under Workspace name and select Continue. A workspace holds the costs, reports and budgets for one part of your business; you can add more later.
- Connect: pick a provider and follow its steps. Collection starts as soon as the connection is saved. If a colleague holds the cloud permissions, select Invite my team first.
- Invite: add teammates by email with a role. Choose Integration Owner for someone who should connect your cloud accounts. Select Send invitations, or skip ahead with Go to dashboard.
The Overview page then shows a Get started checklist with four steps: connect a cloud provider, map segments, your first scheduled cost report and invite a teammate. Each step links to the page that completes it.
See your first costs
The first collection can take a while, depending on the provider; see each provider page under Data and freshness. The Overview page shows how many providers are still syncing and, once cost arrives, the last 30 days' total, the top service and the cost trend.
Save a cost report
- Open Cost reports and choose a Date range, for example Last month.
- Set Group by to Service or Sub-account.
- Save it with a Title. See Explore cost data and Save and manage reports.
Add a budget
Open Budgets, select Create Budget, and enter a name, an amount, a period and a start date. See Budgets.
Schedule the report
Open the saved report, select Schedule, choose an email destination and a cadence. The Get started checklist marks the step done when the first delivery arrives. See Share and schedule reports.