From first login to live savings in under 15 minutes
FinOps Co-Pilot ships with a guided onboarding checklist. You connect a cloud account with a provider-native trust model, verify the data you are about to rely on, then move through waste detection, pull request cost analysis, policy guardrails, and ChatOps approvals — in that order.
Cloud accounts connect through provider-native trust models. Everything downstream — findings, forecasts, policies, approvals — runs off that one normalized dataset.
Data flows left to right: provider credentials, normalization and reconciliation, then the engine that produces every downstream signal.
Guided onboarding
Eight steps, each with a clear outcome
Every step in the checklist produces something you can verify before moving on — no long implementation project, and no waiting on a vendor services team.
Step 012 min
Create a workspace
Start in your FinOps Co-Pilot instance and create the workspace your team will use for cloud cost operations.
Organization → Workspaces
Assign an owner and operating team
2 minutes to first login
Step 023 min
Connect a cloud account
Add AWS, Azure, or GCP using the provider-native trust model. AWS uses IAM AssumeRole; Azure and GCP credentials are stored encrypted.
AWS IAM AssumeRole
Azure Service Principal
GCP Service Account JWT
Step 031 min
Verify trust posture
Validate connectivity, freshness, and trust so you know exactly which accounts are healthy before relying on cost data.
Verification status
Freshness posture
Detector coverage baseline
Step 042 min
Load data or ingest live
Explore the platform immediately with demo data, or begin ingesting real spend and usage data from your connected providers.
Guided onboarding checklist
Demo or live mode
2 minutes to first data
Step 052 min
Analyze a pull request
See PR Cost Diff in action by reviewing Terraform changes before merge, with cost delta, policy, and budget signals in one place.
Monthly cost delta
Risk score
Policy result
Step 062 min
Run a waste scan
Launch a live scan to surface idle infrastructure, unattached storage, rightsizing opportunities, and high-confidence savings.
AWS, Azure, GCP, OCI, Kubernetes
Composite priority scoring
~2 minutes to first findings
Step 073 min
Set policies & budgets
Establish advisory and blocking guardrails for tags, risky resource types, budget limits, and environment-specific cost rules.
Soft and hard budget limits
Tag enforcement
Blocking policies before merge
Step 083 min
Turn on ChatOps approvals
Route approvals into Slack or Teams so engineering and finance reviewers can act on savings requests without leaving their workflow.
/finops pending
Approve or reject inline
3 minutes to connect
Step 5, in detail
What a cost review looks like on a pull request
The highest-leverage step for most teams: catching an expensive resource while it is still a diff, not a running instance.
FinOps Co-Pilot comments directly on the pull request with the monthly delta, a risk score, the policy outcome, and a cheaper alternative — before anything is created.
Connection model
How each cloud connects
Every provider uses its own native trust model. Nothing depends on long-lived credentials pasted into a form.
AWS
IAM AssumeRole with an external ID. No static access keys are ever stored, and the role can be scoped to read-only until you enable remediation.
Cost Explorer and CloudWatch ingestion
Read-only until remediation is enabled
Per-account trust verification
Azure
A Service Principal scoped to the subscriptions you choose, with credentials encrypted at rest and never exposed in logs or UI responses.
Resource Graph and Azure Monitor
Subscription-scoped permissions
Encrypted credential storage
Google Cloud
A Service Account JWT scoped to billing and asset inventory, feeding spend, usage, and Recommender signals into one workspace.
Billing export and Asset Inventory
Recommender API signals
Project-level attribution
Kubernetes
A lightweight Helm-deployed agent that maps cluster spend to namespaces, deployments, and teams without leaving the cluster.
Enforce policies at PR time, deploy time, and runtime.
Advisory · blocking · tag enforcement · budget limits
Optimize
Detect waste, right-size resources, and negotiate commitments.
18+ detectors · AI remediation · Savings Plans
Report
AI-generated insights, forecasts, and executive summaries.
Prophet forecasting · team scorecards · variance analysis
Safety model
Nothing changes without a human saying yes
Detection is automated. Action is not. Every remediation passes a policy check and a human approval before it touches a resource.
Approvals land in Slack or Teams with role verification, and every step is written to an immutable audit log.
Implementation notes
What a FinOps rollout actually involves
Most cloud cost management platforms treat onboarding as a services engagement: a scoping call, a credentials workshop, and a data warehouse build before anyone sees a number. FinOps Co-Pilot is designed for self-serve rollout, so a platform engineer can connect an AWS, Azure, GCP, OCI, or Kubernetes environment and reach live findings the same afternoon.
Start read-only, then widen scope
The recommended path is to connect one account in read-only mode, confirm the ingested spend reconciles against your provider invoice, and only then enable remediation. Because every write action is approval-gated and protected-tag aware, widening scope is a deliberate decision rather than an implicit side effect of connecting an account.
Shift cost checks left
The highest-leverage step for most engineering organizations is pull request cost analysis. Running Terraform cost estimates before merge turns cloud cost from a monthly finance conversation into a routine code review signal, which is where expensive infrastructure decisions are cheapest to reverse.
Give approvals a home
Cost findings only become savings when someone acts on them. Routing approvals into Slack or Teams — with role verification and an immutable audit trail — is what closes the loop between detection and realized savings.