Getting Started
Use this checklist to get from account creation to actionable cloud and AI spend visibility. Most teams can complete these steps in under an hour.
Step 1
Create your workspace
Sign up, verify your email, and complete onboarding to initialize your organization settings.
Step 2
Connect at least one provider
Start with your highest-spend provider (for example AWS or OpenAI) so your first dashboard reflects meaningful spend.
Step 3
Run your first sync
After connection succeeds, trigger a sync and wait for historical data to load. Most providers load quickly; some cloud providers may take longer.
Step 4
Set provider budgets
Create budget thresholds for key providers so overages show clearly in daily reports and dashboard status cards.
Step 5
Configure daily report delivery
Enable Slack or email delivery and choose reporting time to match your team workflow.