FinOps Onboarding

You can connect one, two, or all three. Each selection opens its own connection page

1. A. AWS – Billing connection

   1. Go to the AWS tab. Module shows Root AWS – Billing.

   2. Provide read-only access (least privilege). Enter:

      • • Access Key and Secret Key

        • S3 Bucket Region (dropdown)

        • S3 Bucket Name

        • Account Id

        • S3 FilePath (path to CUR/billing files)

        • (Optional) Assume Role if your organization uses a cross-account role instead of keys.

   3. Click Add, then Test Connection. Resolve any errors and retest.

   4. Use the Help Videos panel and Download link for the AWS setup document if needed.
2. Azure – Cost Management / Billing connection

   1. Switch to the AZURE tab. Module: AZURE Cost Management – Billing.

   2. Choose the data source you use:

      • Cost Management (pull via API),

      • Blob Storage (shown in screenshot), or

      • MCA (Microsoft Customer Agreement).

   3. For Blob Storage, fill in:

      • Client Id (Application ID)

      • Client Secret

      • Tenant Id (Directory ID)

      • Storage Account

      • Blob Container

      • Blob File Path (path to exported cost data)

   4. Click Add, then Test Connection.

   5. Use Help Videos / Download for the Azure setup document.
3. C. GCP – Billing connection

   1. Open the GCP tab (GCP – Tenant Account).

   2. Enter:

      • Account Id

      • Project Name (hosting the billing export)

      • Access Credential JSON (service account JSON with read access)

      • BigQuery Billing Dataset

   3. Click Add, then Test Connection.

   4. Use Help Videos / Download for the GCP setup document.