Skip to content

Quickstart

Connect a cloud billing source, verify that data is flowing, and open your first cost and optimization views. This takes about 15 minutes.

Before you begin

You need:

  • An active CloudVerse AI account. Check your email for an invitation, or ask your admin.
  • Access to Settings > Integrations (requires the Tenant Admin role by default).
  • Cloud provider credentials or permissions. See the Integrations overview for what each provider requires.

Step 1 — Connect your first cloud account

  1. In product navigation, go to Settings > Integrations.
  2. Select your cloud provider (AWS, Azure, GCP, or another supported provider).
  3. Give the connection a recognizable name — for example, aws-production or azure-dev.
  4. Follow the provider setup flow. Depending on the provider, the flow may include steps for Authentication, Billing Mode, Permissions, Discovery, Billing Setup, and Organization.
  5. Complete the flow and wait for initial discovery and billing ingestion.

What to expect after connecting

CloudVerse begins discovering resources immediately. Billing data typically appears within a few hours, depending on the provider's billing export schedule. Some providers may take up to 24 hours for the first billing data.

See Integrations for provider-specific setup guides.

Step 2 — Verify the connection

  1. Go back to Settings > Integrations and confirm the account appears in the list.
  2. Open the integration detail page and check the status indicators for billing and discovery.
  3. Go to Cost Management > Cost Explorer, select a date range, and use the Providers or Accounts filters to find the newly connected source.
  4. Go to Cloud Infrastructure > Resources and confirm that assets from the new account appear.
  5. After 24–48 hours, open Optimization > Recommendations to see savings opportunities.

If data is missing or incomplete, see Missing or delayed data.

Step 3 — Configure your workspace

Once data is flowing, complete these recommended setup steps:

Task Where
Set your organization's display currency Organization > Settings
Create Perspectives to map costs to teams Perspectives
Invite teammates and assign roles Users & Roles
Set up budget alerts Budgets
Configure anomaly and budget notifications Settings > Notification Settings
Connect collaboration tools (Slack, Jira) Integrations

What's next?