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Onboarding to first savings receipt

Onboard your organization in a predictable sequence that ends with recoverable spend, an approved action and receipt proof.

Workspace setup

Create organization workspace and assign at least one Admin.

Invite the people who can approve cost work and validate receipt evidence.

Verify dashboard organization context.

Create at least one read-only cloud connection.

Attach active scopes.

Run initial scan and confirm resources plus recoverable-spend signals.

Review Today and Savings for the top ranked actions.

Define owner, approval path and safety constraints.

Approve or reject the first action with a clear reason.

Configure Slack/Teams or ticket notifications.

Set budget thresholds and anomaly routing.

Confirm the first receipt appears in Verified Savings or is pending verification.

Admin

Owns organization setup, billing, members, integrations and action approval policy.

FinOps

Reviews recoverable dollars, rightsizing candidates, commitments and receipt quality.

Security

Reviews exposure context and guardrails that could block or change remediation risk.

Auditor

Reviews receipt evidence, audit logs, exports and policy-change history.

Every connected provider has at least one successful scan.

At least one savings action is ranked with estimated monthly dollars, owner and confidence.

At least one action request has been created, approved, executed, or explicitly rejected.

A notification channel has been tested with a real platform event.

A savings receipt has been generated, exported, or marked as pending verification.