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What types of personal data does OpsNow collect and retain?

OpsNow collects and securely retains various types of personal and service usage data to provide cloud cost optimization, account management, user support, and security monitoring.
All data is processed based on user consent, legal compliance and global cloud security standards.

✅ Categories of Personal Data Collected

🟦 Basic Identification Information
  • Email address (required)
  • Full name
  • Company and department
  • Phone number
  • Preferred language
  • Billing information (credit card number, expiration date, etc.)
🟦 Support & Operational Data
  • Email messages and tickets submitted to OpsNow support
  • Technical support logs and attachments (e.g., screenshots, error logs)
  • Organization profile and history of requests or configuration changes
🟦 Login & Authentication Information
  • Login and logout timestamps
  • IP address, browser, and device metadata
  • Multi-factor authentication (MFA) logs and verification history
🟦 Service Usage Activity (Expanded Scope)
  • Cloud resource usage records (from Usage menu)
    • Instance lists and status (running, stopped, terminated)
    • Region, instance type, OS, vCPU count, lifecycle type (on-demand, reserved, spot)
  • Cost analytics logs (from Analytics menu)
    • Daily/monthly spend per account
    • Cost distribution breakdown
    • Custom analytics queries and tag-based filters
  • Optimization logs (from Optimization menu)
    • Resource right-sizing (e.g., downsizing, modernization) suggestions and actions
  • UI interaction data
    • Filter usage, date range selections, and dashboard behavior tracking

✅ Security and Legal Compliance

OpsNow protects all collected personal information and service records through an encrypted storage and access-controlled security system.

Our data retention and deletion policies are strictly managed in accordance with domestic and international regulations, including the Personal Information Protection Act, the Electronic Financial Transactions Act, and the Protection of Communications Secrets Act.


💡 You may request a data backup or early deletion within 6 months after account deactivation by contacting customer support or your organization admin.

How long does OpsNow retain customer data?

OpsNow retains customer data based on customer type (paid, free, trial) and data category in compliance with global data security standards and relevant privacy laws, including GDPR and Korean data protection regulations.

✅ General service data (e.g., cost, asset, usage history)

  • Paid customers: Data is stored for a minimum of 13 months, up to 3 years.
  • Free/trial customers: Data is retained for up to 1 year starting from the trial activation date.

This includes cloud cost analysis, resource utilization logs, and optimization history.

✅ Billing data (invoices, payment history)

  • Regardless of customer type, billing records are retained until the account is deleted.
  • After account deletion, data is either removed or anonymized according to OpsNow's internal policies.

✅ Personal information

OpsNow may collect and retain the following personal data:

  • Required fields: Email, full name, company name, phone number, preferred language, credit card info
  • Metadata: Login IPs, browser info, service usage history
  • Support data: Customer inquiries, tickets, and file attachments

🔒 These personal details are stored until account deactivation, and are then deleted within the following

Data Category Deletion Timeline
Account registration details Within 3 months of deletion
Payment & billing records Within 5 years
Customer support history Within 3 years
Access logs (login activity) Within 3 months

✅ What happens to data for trial users?

  • For trial users who do not convert to a paid account, some data is deleted immediately.
  • Remaining data is retained for a maximum of 3 months, except for metadata like company name/department, which may be stored for up to 6 months for backup purposes.

✅ Can I request data backup or early deletion after leaving OpsNow?

  • Yes. Within 6 months after account deletion, customers can request:
    • 🔄 A downloadable data backup file via email
    • 🗑️ Immediate early data deletion

Please contact OpsNow Customer Support (CS) or your workspace administrator to submit a request.

OpsNow is committed to protecting customer data through transparent retention and deletion practices that align with legal requirements and industry best practices.

What is an Organization in OpsNow?

An Organization in OpsNow FinOps Plus is a dedicated space where cloud resources, cost data, and policy settings can be independently managed and monitored by specific teams or departments.
Each company account can create up to 10 organizations, and access to each organization is strictly permission-based—only authorized users can view or manage its cloud data.

Organizations are ideal for companies that need to:

  • ✅ Separate cloud costs by team, business unit, or project
  • ✅ Assign clear ownership and visibility across departments
  • ✅ Monitor usage and spending without data overlap
  • ✅ Maintain security while working with internal teams and external partners

With OpsNow, each organization can manage:

  • 💰 Cloud cost trends and optimization opportunities
  • 📊 Resource usage and performance indicators
  • 🔐 Governance policies and compliance configurations

You can also assign users to different organizations with role-based access controls, helping you maintain data isolation, accountability, and operational efficiency across multi-cloud environments.

📌 If your company manages multiple teams or departments in the cloud, OpsNow Organizations help you build a scalable and secure FinOps model.

Can I apply Policy Management to GCP accounts as well?

Yes. OpsNow’s Policy Management fully supports Google Cloud Platform (GCP), in addition to AWS and Azure, allowing you to generate and manage GCP-specific policy compliance reports in the same way.

To enable Policy Reports for GCP, you’ll first need to configure IAM permissions and grant access to required resources. OpsNow provides clear setup guidance, including Terraform scripts, so you can easily complete the integration process.

Once permissions are in place, GCP accounts can be scanned automatically based on your selected compliance standards, just like in AWS or Azure. You’ll be able to:

  • Generate compliance reports across GCP environments
  • Identify and drill down into non-compliant resources
  • Automatically schedule report delivery and manage historical logs

📌 With this integration, your organization can maintain consistent compliance monitoring across all major cloud platforms, eliminating the complexity of managing policies separately for each provider.

✅ Summary:

  • Fully supports policy reporting for GCP cloud accounts
  • Requires initial IAM permission setup, with Terraform scripts available
  • Offers the same features as AWS/Azure: scanning, reporting, alerts, and history
  • Enables unified compliance governance in multi-cloud environments

Can I customize the delivery frequency of policy reports?

Yes. OpsNow’s Policy Management allows you to schedule policy reports to be delivered automatically on your preferred frequency—daily, weekly, or monthly—based on the needs of each team or stakeholder.

You can even assign different delivery schedules to different recipients. For instance, your security operations team might receive daily reports to respond to incidents quickly, while your executive or compliance teams might prefer weekly or monthly summaries for strategic oversight.

Report scheduling is easily configured through the Settings menu, and any changes you make take effect immediately for the next scheduled report.

📌 This flexibility helps your organization stay continuously informed about policy compliance, reduce manual tasks, and ensure that the right people receive the right information at the right time.

✅ Summary:

  • Set report delivery to daily, weekly, or monthly intervals
  • Customize delivery frequency by recipient role (e.g., DevOps, Security, Audit)
  • Adjust schedules easily through settings; changes apply instantly
  • Improve compliance visibility and reporting automation across teams

Can I view cloud policy compliance in a real-time dashboard format?

Yes. OpsNow’s Policy Management provides a real-time, visualized dashboard that shows your organization’s cloud policy compliance status at a glance.

In the Report tab, you can monitor the results of automated policy scans across AWS, Azure, and GCP accounts using intuitive graphs and tables. The dashboard presents:

  • Compliance status by policy item (Compliant / Non-compliant / Unprocessed)
  • Compliance rates by framework (e.g., GDPR, HIPAA, SOC2) displayed as percentages
  • Clickable charts that lead to detailed views of non-compliant resources

This real-time visualization isn’t just for technical teams. It’s designed to be clear and actionable for security teams, managers, and executive stakeholders alike—making it easier to track organizational risk and respond quickly.

📌 Whether you're managing a multi-cloud infrastructure or preparing for an audit, OpsNow’s dashboard gives you centralized visibility into policy adherence across your entire environment.

✅ Summary:

  • Monitor real-time policy compliance visually via charts and tables
  • View compliance status across all cloud accounts and standards
  • Get a clear picture of organizational risk at a glance
  • Designed for both technical and non-technical stakeholders

Can I assign policy report recipients to team members or external auditors?

Yes. With OpsNow’s Policy Management feature, you can freely assign policy report recipients—including internal team members, department leads, or external compliance auditors—directly from the Settings menu.

Relying on a single person to receive all compliance reports can lead to delayed responses or bottlenecks in your governance process. For better alignment, it’s critical to tailor the distribution of reports to specific roles or teams, such as DevOps, Security, or Compliance, and also involve third-party reviewers when needed.

Using the Settings interface, you can:

  • Add or update email recipients for each policy report
  • Create custom recipient groups based on accounts, policy types, or compliance standards
  • Allow recipients to access reports via email without needing an OpsNow account
  • Ensure immediate application of recipient changes to the next scheduled report

📌 This capability empowers organizations to decentralize compliance oversight, improve collaboration with external stakeholders, and ensure timely visibility into policy violations.

✅ Summary:

  • Add multiple internal and external recipients to policy reports
  • Customize recipient lists by policy type, team, or account
  • Reports are delivered via email—no login required
  • Supports collaborative governance and audit preparedness

Can I review the history of past policy violation reports?

Yes. OpsNow’s Policy Management feature automatically stores all previously generated policy reports, which can be easily reviewed in the History tab.

In cloud operations, having access to past compliance data is essential. Without a clear audit trail, it becomes difficult to investigate recurring issues, demonstrate regulatory adherence, or prepare for internal and external audits.

The History tab in OpsNow helps users:

  • View the complete list of issued policy reports
  • Filter reports by date range to find reports from a specific period
  • Use keywords, compliance standards, or account names to locate specific reports quickly
  • Download past reports in PDF format or drill down to view non-compliant items only

This allows teams to track compliance trends over time, measure the impact of policy changes, and prepare evidence for audits or security investigations.

📌 With this feature, OpsNow turns one-time compliance snapshots into a long-term compliance intelligence system, enabling proactive governance.

✅ Summary:

  • Automatically stores and displays the full history of policy reports
  • Supports date-based and keyword-based filtering
  • Allows PDF re-download and non-compliance-only viewing
  • Ideal for audit preparation, compliance trend analysis, and issue tracking

How can I view detailed information about non-compliant resources?

OpsNow's Policy Management feature provides a powerful “View Details” function that allows you to precisely identify which cloud resources have violated specific policies—and why.

In large or fast-growing cloud environments, manually tracking which resource violated which compliance rule can be time-consuming, error-prone, and often unclear. This becomes especially critical in multi-account or multi-team setups, where knowing who owns what and what needs to be fixed is essential.

Within each Policy Report, users can click the [>] “View Details” button next to any non-compliant policy item. This reveals a detailed breakdown of:

  • The specific cloud resource in violation (e.g., resource name, ID)
  • The violated policy rule (e.g., unencrypted S3 bucket, open security group)
  • The associated cloud account and region
  • The current compliance status (Compliant / Non-compliant / Unprocessed)

This isn’t just a list—it’s actionable insight. You’ll know exactly which resource to fix, why it’s non-compliant, and which account it belongs to, so your team can prioritize remediation efforts immediately.

📌 With this feature, OpsNow helps you move from vague compliance metrics to clear, resource-level instructions for real-world action.

✅ Summary:

  • Get full visibility into non-compliant resources per policy item
  • Identify exact resource name, account, violation type, and current status
  • Prioritize remediation by seeing who needs to fix what, and why
  • Eliminate guesswork from compliance reporting and response workflows

Can I apply and manage consistent security policies across the entire organization?

Yes. OpsNow's Policy Management feature allows you to apply the same set of security and compliance policies across multiple cloud accounts and manage them centrally.

As organizations scale their cloud environments—often operating across AWS, Azure, and GCP—maintaining policy consistency across accounts becomes increasingly challenging.
Disparate configurations can lead to compliance violations, security gaps, and misaligned governance, especially in large or decentralized teams.

With OpsNow, you can define a unified policy set and apply it consistently across all connected accounts. The system then scans each account based on the same standards (e.g., GDPR, SOC2, HIPAA, AWS Well-Architected), ensuring uniform evaluation.

All results are visible from a centralized compliance dashboard, making it easy for teams to monitor the entire organization’s policy adherence in one place.

📌 This is especially valuable for organizations operating in multi-account or multi-team environments where policy standardization and centralized visibility are essential for security and audit readiness.

✅ Summary:

  • Apply the same policy set to all AWS, Azure, and GCP accounts
  • Monitor organization-wide policy compliance in a single dashboard
  • Eliminate gaps or inconsistencies in policy implementation across teams
  • Maintain strong and standardized governance in complex cloud environments

Can I easily generate policy compliance reports for audit purposes?

Yes. With OpsNow's Policy Management feature, you can easily generate and export audit-ready compliance reports without the need for manual formatting or editing.

Preparing reports for internal governance reviews or external compliance audits can be a time-consuming and error-prone task—especially in organizations with multiple cloud accounts. It often requires gathering data across AWS, Azure, and GCP, manually verifying policy adherence, and formatting it into a formal document.

OpsNow automates this process by scanning your cloud infrastructure based on selected frameworks (such as GDPR, HIPAA, SOC2, or AWS Well-Architected) and compiling the results into a structured, downloadable PDF report.

The report includes:

  • Compliance status by policy (Compliant / Non-compliant / Unprocessed)
  • Resource-level details of violations
  • Cloud account associations and overall compliance rate

These reports are ready to be shared directly with auditors or internal stakeholders—no additional formatting required.

📌 Whether you're preparing for an audit, presenting to leadership, or documenting internal controls, OpsNow helps you maintain compliance documentation effortlessly and accurately.

✅ Summary:

  • Generate policy compliance reports in PDF format with one click
  • Reports are structured according to standard compliance frameworks
  • Save time by avoiding manual report formatting or data compilation
  • Use for external audits, internal reviews, or governance reporting

How can I ensure I don’t miss policy violations and respond quickly?

In cloud environments, resources are constantly created, modified, or deleted—sometimes in ways that violate security or operational policies. If these policy violations are not detected and addressed promptly, they can lead to serious risks such as security breaches, compliance failures, or unnecessary costs.

OpsNow FinOps Plus offers an automated system through its Policy Management feature to help prevent such risks and ensure timely response when violations occur.

Policy reports are automatically generated on a daily, weekly, or monthly schedule, based on user-defined settings. These reports are delivered via email to designated recipients, such as DevOps teams, compliance managers, or security leads.

Each report includes a clear breakdown of compliance status by framework (e.g., GDPR, SOC2, HIPAA), along with detailed lists of non-compliant resources, violated policies, and affected cloud accounts. This ensures that teams can identify and remediate issues as soon as they arise.

For managers or auditors who may not have real-time dashboard access, scheduled email alerts serve as a reliable method for staying updated and maintaining policy oversight across AWS, Azure, and GCP environments.

✅ Summary:

  • Receive automated policy violation alerts without relying on manual monitoring
  • Get policy reports delivered to your inbox on a regular schedule
  • Detect issues early and reduce response time to security and compliance risks
  • Ensure audit readiness and prevent policy drift in complex multi-cloud infrastructures

Do I need to check cloud policy compliance manually every time?

No, with OpsNow Policy Management, you no longer need to manually check the compliance status of each cloud account.
The feature automatically scans your entire multi-cloud environment (including AWS, Azure, and GCP) and generates compliance reports based on selected standards like GDPR, HIPAA, SOC2, and AWS Well-Architected.

Reports are visually organized to show which items are compliant, non-compliant, or unprocessed, allowing operations and security teams to quickly detect and respond to policy violations.

🔎 With this automation, you can eliminate repetitive manual checks and gain real-time visibility into cloud policy compliance status, reducing security and audit risks across your organization.

What is the Policy Management feature in OpsNow FinOps Plus?

Policy Management in OpsNow FinOps Plus automatically audits cloud environments—across AWS, Azure, and GCP—for compliance with security, operational, and governance policies, and generates actionable reports.

This feature helps organizations operating complex multi-cloud infrastructures to monitor policy violations proactively, reduce manual compliance checks, and streamline audit responses with automated, up-to-date reports.

✅ What problems does it solve?

  • Difficulty managing and tracking policy compliance across multiple cloud accounts (AWS, Azure, GCP)
  • Time-consuming manual checks for compliance status by cloud admins or security teams
  • Risk of missing policy violations and exposing the organization to security threats
  • Inefficiency in preparing compliance documentation for internal or external audits

🔧 Key capabilities

🔧 Key Capabilities of Policy Management

  • Automated policy scanning & reporting
    Automatically scans cloud resources for compliance based on standards like GDPR, HIPAA, SOC2, and AWS Well-Architected Framework. Supports AWS, Azure, and GCP environments.
  • Visual compliance dashboards
    Provides real-time dashboards showing policy compliance status. Instantly identifies which policies are compliant, non-compliant, or unprocessed.
  • Scheduled report delivery
    Sends policy compliance reports automatically to designated recipients on a daily, weekly, or monthly schedule. Useful for internal reviews and audit readiness.
  • Violation-level detail visibility
    Shows exactly which cloud resources, accounts, and policy rules are in violation. Helps prioritize remediation efforts with precision.
  • Audit-ready history tracking
    Keeps a complete history of previously issued reports. Enables easy access, filtering, and comparison of past compliance results in the History tab.
  • Multi-cloud compatibility
    Fully supports AWS, Azure, and GCP through simple integration, including support for subscription-level policy scans in Azure.

👤 Who benefits from this feature?

  • Security & compliance managers: Automate monitoring and get audit-ready reports across cloud platforms
  • Cloud operations teams: Instantly identify and prioritize remediation for non-compliant resources
  • Governance or internal audit teams: Secure traceable, downloadable reports for audit readiness

How do I delete my OpsNow account?

If you no longer wish to use OpsNow, you can permanently delete your account directly through the [Profile] menu. Once deleted, all account-related data is permanently removed and cannot be recovered.

✅ Steps to delete your account:

  1. Go to the [Profile] section from the left-hand navigation.
  2. Scroll down to the Delete Account section at the bottom of the page.
  3. Click the [Delete] button.
  4. Carefully read the warning message and follow the on-screen confirmation steps to finalize the deletion.

⚠️ Important notes:

  • Once deleted, your account data, profile settings, and usage history cannot be recovered.
  • Even if you sign up again using the same email address, your previous data will not be restored.
  • If your account has admin or ownership privileges, you may need to transfer organization access or close the workspace before deletion is allowed.

How do I enable Multi-Factor Authentication (2FA/MFA)?

OpsNow offers Multi-Factor Authentication (MFA) to enhance account security by requiring a second layer of verification in addition to your password. Enabling MFA helps prevent unauthorized access and protects your account from identity theft.

✅ How to enable MFA in OpsNow:

  1. Go to the [Profile] section from the left-side menu.
  2. Scroll down to find the Multi-Factor Authentication section.
  3. Click the [Enable] button.
  4. Scan the displayed QR code using an authenticator app such as Google Authenticator or Microsoft Authenticator.
  5. Enter the 6-digit one-time code (OTP) generated by the app to complete registration.

✅ What happens after activation:

  • Every time you log in, you will be required to enter both your password and the MFA verification code.
  • If we detect login attempts from new devices or suspicious locations, MFA will be triggered automatically.
  • MFA is configured per user and can be enabled without admin intervention.

💡 For improved security, we recommend enabling MFA for all users in your organization.

How do I change my user name?

OpsNow allows users to change their display name (User Name) directly from the [Profile] menu. This name is used throughout the platform to identify you in dashboards, team views, and collaboration features.

To update your user name, follow these steps:

  1. Go to the [Profile] section from the left-hand menu.
  2. Enter the new name in the User Name input field.
  3. Click the [Save] button to apply the changes.

Once updated, your new name will be reflected in:

  • Internal team member lists and dashboards
  • Areas where your account appears within the organization
  • Collaboration views visible to Admins or other users

💡 Your user name is separate from your email address and can be updated anytime by the account owner. It helps personalize your OpsNow experience and improve clarity during collaboration.

Where can I find the information required to set up SSO?

To configure SAML-based Single Sign-On (SSO) in OpsNow, you need to input certain SAML metadata values into your organization's Identity Provider (IdP) settings. These values are provided within the [Authentication] menu once SSO is enabled.

Here are the key values:

  • ✅ Assertion Consumer Service (ACS) URL
    This is the endpoint where OpsNow receives authentication responses from your IdP.
    → Copy this value into the ACS URL field in your IdP configuration.
  • ✅ Entity ID (Service Provider Entity ID)
    This uniquely identifies OpsNow as the service provider.
    → Paste this value into the Entity ID field in your IdP setup.

These values are auto-generated when you enable [SSO Login] in OpsNow and can be copied easily using the provided copy buttons.

💡 Tip: Share these values with your IdP administrator to streamline the SSO configuration process. Once configured, users can log in to OpsNow via your internal authentication system using the SSO login option.

How do I configure SSO (Single Sign-On) in OpsNow?

OpsNow supports SAML 2.0-based Single Sign-On (SSO), allowing seamless integration with your company’s Identity Provider (IdP) for secure and centralized user authentication.

To enable SSO, follow these steps:

  1. Navigate to the [Authentication] menu.
  2. Toggle the [Enable SSO Login] switch to ON.
  3. Enter the following required SAML credentials:
    • Issuer URL (Entity ID): The unique identifier provided by your IdP
    • SAML 2.0 Endpoint (HTTP-POST): The IdP's authentication endpoint URL
    • X.509 Certificate: The public certificate used for signature validation
  4. Click the [Save] button to apply the configuration.

Once enabled, users can sign in via the SSO login button on the OpsNow login page without entering individual usernames or passwords. All authentication is handled through your internal IdP system.

This setup enhances security, simplifies user access, and enables centralized identity management for your cloud environment.

Where can I generate and manage an API key?

OpsNow provides a secure way to create and manage API keys that allow external systems or automation tools to access cloud resources.
You can perform all API key operations in the [API Key] menu by following these steps:

  1. Click [Add New API Key] in the top right corner of the screen.
  2. Enter a name for the key (e.g., monitoring-tool-key).
  3. Click [Generate] to issue a unique API authentication key.

The full API key is displayed only once at the time of issuance, so be sure to copy and store it in a secure location.

Once created, you can manage your keys by:

  • Activating or deactivating them
  • Deleting keys that are no longer in use
  • Viewing the creator and issued date of each key

API keys are especially useful for integrating with DevOps pipelines, third-party monitoring tools, or cost analysis systems that require secure, token-based access.

Where is the organization change history stored?

OpsNow automatically tracks and stores organization-level changes to support auditability and security compliance.
You can view this information under [Security > Organization History], including:

  • Changes to the organization name
  • Addition or removal of members, and modifications to user permissions
  • Who performed the change, when it occurred, and what was changed
  • Type and purpose of each change (event details)

This feature is critical for maintaining a secure and transparent operational record within your cloud environment. It helps identify unauthorized actions, supports audits, and prevents misconfiguration or abuse of admin privileges.

All change logs are stored automatically in real time, and no manual setup is required to start tracking.

Can I view the login history of team members?

Yes. OpsNow allows administrators and authorized users to track login and logout activity of all team members within the organization.
Go to [Security > Member Activity] to access the following details:

  • Login and logout timestamps for each member
  • IP addresses used during access
  • Type of activity (LOGIN or LOGOUT)
  • User email and identifier info

This feature is essential for organizational security audits, detecting unusual access, and maintaining cloud compliance. You can use it to:

  • Check for abnormal logins by former employees or external users
  • Detect suspicious access from unfamiliar time zones or locations
  • Analyze login patterns to assess risk or improve security posture

Security teams can leverage this information for real-time monitoring and fast incident response.

Where can I check my login history?

In OpsNow, users can easily track their personal login and logout activity through the security panel.
Go to [Security > My Activity] to view:

  • Login and logout timestamps (chronologically ordered)
  • The IP addresses used during access
  • Activity type (LOGIN or LOGOUT)

This feature helps users verify that their account is being accessed from trusted locations only. If an unknown or suspicious IP address appears, it can prompt immediate security investigation or password reset.

For administrators, these logs are valuable for auditing login patterns, identifying compromised accounts, and ensuring cloud security compliance.

What features does the Security menu offer?

What features does the Security menu offer?

The Security menu in OpsNow provides a centralized dashboard where users and administrators can monitor all security-related activity logs across accounts and organizations. It includes the following tabs:

  • My Activity: View your personal login and logout history along with the IP address used. This helps detect any suspicious activity on your account.
  • Member Activity: Check when and where other team members in your organization have logged in or out, with details such as email addresses and IP logs.
  • Organization History: Track all organization-related changes, such as organization name updates, member additions or removals, and role or permission changes.

This functionality is especially useful for auditing, abnormal login detection, and organizational security management in cloud environments.

What are the security and account permission requirements for using AutoSavings?

AutoSavings is built with a strong focus on security and least-privilege access when connecting to your AWS environment. It requires minimal permissions to analyze your usage and optimize costs safely and efficiently.

✅ 1. Role-Based Delegated Access (via IAM)

  • AutoSavings connects to your AWS account using a delegated IAM role, not by storing credentials.
  • You create a trusted role ARN that allows OpsNow to securely access your environment via AWS STS.

✅ 2. Required Permissions: Read-Only by Default

  • In most cases, AutoSavings works with read-only permissions, such as ReadOnlyAccess, to collect:
    • Usage data for EC2, RDS, and other services
    • Billing and cost-related information
    • RI and SP commitment details

✅ 3. Additional Permissions for Automation (Optional)

  • To enable automated purchasing and reselling of commitments, additional permissions are required:
    • ec2:PurchaseReservedInstancesOffering
    • ec2:ModifyReservedInstances
    • ec2:SellReservedInstances

These are granted explicitly and transparently, and customers can review or revoke them at any time.

✅ 4. Security Architecture

  • AutoSavings uses AWS Secure Token Service (STS) for temporary session-based access, ensuring no sensitive credentials are stored.
  • All user access within OpsNow is governed by Role-Based Access Control (RBAC), and only organization owners can manage AWS connections.

Which cloud environments does AutoSavings support?

AutoSavings currently supports Amazon Web Services (AWS) only.
It is purpose-built to optimize AWS cloud costs through the following capabilities:

✅ Supported Features on AWS:

  • Automated purchasing and management of Reserved Instances (RI)
  • Optimization of Savings Plans (SP) based on real usage
  • Reselling underutilized RIs via the AWS Marketplace
  • Dynamic usage pattern analysis to recommend cost-saving commitments

AutoSavings is designed to maximize cost savings on AWS by leveraging commitment-based pricing models—ideal for organizations with underutilized resources or complex usage patterns.

🔄 Future Support:

Support for other major cloud service providers such as Microsoft Azure and Google Cloud Platform (GCP) is on the roadmap and will be added in future updates.

How does AutoSavings reduce cloud costs?

AutoSavings automatically reduces AWS cloud costs by analyzing your usage patterns and executing commitment-based optimization strategies—all without manual effort.

✅ Key cost-saving methods:

  1. Optimized RI/SP Purchases
    • AutoSavings analyzes your cloud consumption and automatically purchases Reserved Instances (RI) and Savings Plans (SP) to replace expensive on-demand usage with lower rates.
  2. Reselling Unused Commitments
    • If any commitments are underutilized, AutoSavings resells them via the AWS RI Marketplace to minimize waste and recover value.
  3. Auto-Correction for Coverage Gaps
    • When coverage is insufficient, the system automatically adjusts by purchasing additional commitments, maintaining cost efficiency.

With this automated approach, AutoSavings enables organizations to realize consistent cloud savings without needing to manage purchases, adjustments, or resales manually.

How can I resolve permission errors when connecting a cloud account to OpsNow?

Most cloud account connection issues in OpsNow FinOps Plus are caused by insufficient IAM permissions, missing API configurations, or incomplete setup steps.
Please check the following based on your cloud provider:

✅ For AWS:

  • Make sure the CloudFormation stack was executed successfully.
  • The user or role running the stack must have IAM role creation permissions.
  • Confirm that the OpsNowStackRole or similar IAM role was created in your AWS account.
  • Verify that the role includes at least ReadOnlyAccess or equivalent policies.

✅ For Azure:

  • The registered app in Azure must be assigned at least the Reader role.
  • Ensure API permissions such as user_impersonation are granted in the App Registration.
  • If the Client Secret is expired or invalid, generate a new one and update it in OpsNow.

✅ For GCP:

  • Check that Billing Export is linked to a BigQuery Dataset.
  • The service account must have Editor or higher permissions on the dataset.
  • Make sure the JSON key file is valid and current.
  • Required APIs like Cloud Billing and BigQuery API must be enabled in your GCP project.

📌 These issues are typically related to cloud security configurations.
If the problem persists, please reattempt the connection using an admin-level account or contact your cloud security administrator.

Can I register multiple cloud accounts at once?

OpsNow FinOps Plus allows you to register and manage multiple cloud accounts across AWS, Azure, and GCP individually.
For AWS, you can conveniently register multiple linked accounts simultaneously by connecting a Management Account.

Once the Management Account is authorized, all associated Linked Accounts are automatically added, enabling efficient operations even in large-scale multi-account environments.

Azure and GCP accounts follow individual setup processes, but once registered, all accounts are visualized and managed through a unified dashboard, providing clear insights across your entire cloud infrastructure.

This setup helps teams and organizations standardize FinOps practices across multiple clouds and business units.

How do I connect a GCP account to OpsNow?

To connect a Google Cloud Platform (GCP) account to OpsNow FinOps Plus, you need to follow a step-by-step process that enables cost and usage data collection via BigQuery. The required steps are:

  1. Create a BigQuery Dataset
    Set up a new dataset in BigQuery where GCP billing data will be exported.
  2. Enable Billing Export and Required APIs
    In the GCP Billing menu, configure billing export to BigQuery and activate the BigQuery API and Cloud Billing API.
  3. Create a Service Account
    Generate a service account with the necessary permissions to access the billing data stored in BigQuery.
  4. Generate and Download the JSON Key
    Create a private key in JSON format for the service account and store it securely.
  5. Upload the JSON Key to OpsNow Console
    Go to the [Cloud Accounts > GCP] menu in the OpsNow console and upload the JSON key file to complete the integration.

Once completed, OpsNow will automatically retrieve GCP cost and usage data, enabling detailed FinOps analysis and optimization.

How do I connect my Azure account to OpsNow?

To integrate your Azure account with OpsNow FinOps Plus, you need to prepare specific credentials obtained from the Azure Portal. These credentials allow OpsNow to securely access your usage and billing data.

Item Description
Application (Client) ID Unique ID generated from App registration
Directory (Tenant) ID Tenant identifier from Azure Active Directory
Client Secret Value Secret key for app authentication (from Certificates & Secrets)
Billing Account ID Identifier for your Azure billing account
API Access Key Key for programmatic access to billing data (varies by account type)

📍 Where to Find These in Azure Portal

  • Go to App registrations to get the Client ID and Directory ID
  • Create the Client Secret in Certificates & Secrets
  • Check your Subscriptions to verify the correct account
  • Get the Billing Account ID under Cost Management + Billing
  • For EA or MCA, obtain your API Access Key from the appropriate billing scope

📌 Once all credentials are correctly registered in OpsNow, the system will begin automatic cost and usage data collection from Azure.

How do I connect an AWS account to OpsNow?

OpsNow FinOps Plus provides a fully automated AWS account integration using a CloudFormation stack, eliminating the need for manual role or policy configuration.

✅ Step-by-step process:

  1. Go to the [Cloud Accounts] menu and select the AWS tab
  2. Choose either the Step-by-Step or Express registration method
  3. Click "Launch CloudFormation Stack"
    → This opens the AWS Console in a new window
  4. Complete the stack creation process in AWS
  5. OpsNow will automatically detect the stack and complete the account registration

✅ Key benefits:

  • Automatically grants required IAM roles and policies
  • No manual input or credential pasting required
  • Ensures secure setup with least-privilege permissions

📌 All configuration is handled through a single CloudFormation execution, making the process fast, secure, and reliable.

Where can I register a cloud account in OpsNow?

In OpsNow FinOps Plus, you can connect your AWS, Azure, or GCP account to enable automated usage tracking, cost analysis, and optimization insights. Follow these steps:

✅ Access:

  • Go to [Setting] > [Cloud Accounts] from the left navigation.
  • Choose the cloud provider you want to connect: AWS, Azure, or GCP.

✅ Available Methods:

  • Express: Quick setup in a single-page form
  • Step by Step: Guided setup process with detailed instructions
Cloud Provider Required Setup
AWS Run CloudFormation stack for permission delegation
Azure Register app and provide API credentials
GCP Set up BigQuery project and upload service account key (JSON)

After registration, OpsNow will start collecting your cloud resource and cost data automatically for FinOps automation.

Why do I need to connect my Cloud Account to OpsNow?

OpsNow FinOps Plus requires access to your AWS, Azure, or GCP account in order to collect and analyze your cloud billing and usage data. This connection is essential to enable automated cloud cost optimization and FinOps workflows.

By connecting your cloud account, you unlock the following benefits:

  • ✅ Collect usage data by resource: Retrieve detailed usage metrics for compute instances, storage volumes, and network resources.
  • ✅ Automatically gather billing data: Aggregate costs by service, tag, and account based on native cloud billing exports.
  • ✅ Identify potential savings: Detect unused reserved instances, idle resources, and oversized configurations.
  • ✅ Generate automated reports: Receive cost trends, anomaly detection alerts, and optimization insights based on your real-time data.

🔍 Connecting your cloud account is the first step toward adopting FinOps. Without it, OpsNow cannot provide the visibility or recommendations needed to control your cloud spending.

Can I create a restricted role that allows access to only specific menus?

Yes. OpsNow allows you to create custom roles that grant limited access to specific menus such as Billing, Resources, or User Management.

  • Assign view-only or edit permissions for each menu based on the user's responsibilities
  • Customize access controls to fit complex team structures or external collaborator roles
  • Apply the principle of least privilege to minimize exposure and reduce operational risk

📌 This is especially useful for organizations that manage cloud operations across finance, security, and engineering teams, allowing each team to see and act only on what they need.

How can I quickly set up different member configurations for each organization?

How can I quickly set up different member configurations for each organization?

OpsNow allows you to assign users and roles during the organization creation process, enabling fast setup of team structures.
You can also import predefined role templates or duplicate existing group settings to apply access policies more efficiently.

  • Invite users and assign roles at the time of organization setup
  • Apply permissions to teams or departments in bulk with minimal effort
  • Maintain security with role-based access and least privilege principles

📌 This feature is especially useful for managing multiple organizations or global teams, significantly reducing setup time while improving administrative efficiency and access control.

How can I deactivate or remove a user from an organization in OpsNow?

In OpsNow FinOps Plus, when a team member leaves the company, changes roles, or an external partnership ends, you can remove their access to cloud data by deleting the user from the organization.
This is an essential step for maintaining security and access control.

✅ How to remove a user from an organization:

  1. Go to [Settings] > [Organization] from the main menu.
  2. Select the organization you want to manage.
  3. Click the [Members] tab at the top.
  4. Find the user you want to remove, and click the ‘X’ icon next to their name.

🔒 Important notes when removing a user:

  • Removing a user from an organization does not delete their OpsNow account.
  • Once removed, the user loses all access to the organization's cloud data, cost information, and settings.
  • If a user no longer belongs to any organization, they will only be able to access the [Settings] menu.
  • To permanently delete or deactivate an account, a separate account management process is required (see related FAQ).

📌 This feature is especially important for:

  • Offboarding employees
  • Ending external partner access
  • Restricting access after internal role changes

What's the difference between inviting an Owner and a General User in OpsNow?

In OpsNow FinOps Plus, inviting a user as an Owner or as a General User determines the level of control they have within the organization. This distinction ensures proper role-based access control and helps minimize security risks.

✅ Owner Invitation

  • Grants full administrative rights over the organization, including:
    • Creating/deleting the organization
    • Connecting or disconnecting cloud accounts
    • Managing all user roles and permissions
  • Only Owners can access sensitive features like billing, policy enforcement, and security settings
  • Recommended for: Organization admins, security leads, FinOps managers

✅ General Invitation

  • Used to invite users with limited permissions, such as:
    • Read Only (view-only access)
    • Read & Write (with restricted operational scope)
  • Role can be selected at the time of invitation and updated later
  • Ideal for: Team members, external partners, project contributors

🔐 Security Best Practices

  • Assign Owner role only to users who need full control, such as cloud administrators or team leads
  • Invite all other users with the minimum required role to avoid unnecessary access exposure

Our company operates multiple cloud environments by organization. How can we manage user access separately?

OpsNow FinOps Plus supports multi-organization (Organization) architecture, allowing you to operate separate cloud environments within a single account while applying granular access controls per organization.

✅ How Access Control Works in Multi-Organization Environments:

  • Organization-Level Access Separation:
    Each organization can be linked to its own set of cloud accounts (AWS, Azure, GCP). Users only see and access data within the organization(s) they’re assigned to.
  • Role Assignment per Organization:
    A single user can have different roles across organizations. For example, they can be an Admin in one organization and Read-Only in another.
  • Operational Isolation & Security:
    Although users log in with one OpsNow account, data and permissions are completely separated by organization, reducing security risk and improving compliance.
  • Customizable Role & Access Policies:
    Define access levels at a granular level — including menus, features, and resource types — to suit enterprise or managed service provider (MSP) use cases.

📌 Best for:

  • Enterprises operating separate cloud environments by subsidiary, team, or department
  • Organizations needing strong access separation for compliance or operational clarity
  • MSPs or holding companies managing multiple clients or entities under one OpsNow instance

What are the benefits of using user groups for more efficient management?

In OpsNow FinOps Plus, the User Group feature enables administrators to manage large numbers of accounts more efficiently by grouping users with similar roles or responsibilities. This greatly reduces repetitive tasks and ensures consistent access control.

✅ Benefits of Using User Groups:

  • Bulk Role and Permission Assignment:
    Assign the same role and access level to all members in a group — no need to configure each user individually.
  • Organization-Level Grouping:
    Assign an entire group to a specific Organization for fast deployment across teams or business units.
  • Consistent Security Policy Enforcement:
    Apply read-only access to some groups, admin access to others — ensuring clear separation of duties and compliance with internal policies.
  • Streamlined Onboarding:
    When new users join, simply add them to the appropriate group to automatically apply the correct settings.

📌 Ideal for:

  • Large teams managing hundreds of user accounts
  • Organizations needing standardized permission control across business units
  • Admins looking to reduce manual work and human error in access configuration

Can I securely share sensitive data within the organization with external users?

Yes. OpsNow FinOps Plus provides fine-grained access control to help you securely share cloud data with external collaborators while maintaining strict organizational boundaries.

✅ How to securely share with external users:

  • Assign Read-Only Access:
    When inviting external users, you can assign them a Read-Only role, which limits their access to view-only permissions and prevents them from making changes to infrastructure settings.
  • Limit Access to a Specific Organization:
    You can restrict users to a single Organization, ensuring they only see data relevant to their assigned project or department — not the entire cloud environment.
  • Use Custom Roles:
    Create custom roles with tailored access permissions, such as granting access only to billing data or specific dashboards.

🔐 Use Cases:

  • Sharing cloud usage data with external consultants or vendors
  • Allowing access only to a specific project’s resources
  • Preventing unauthorized access to sensitive internal data by limiting user roles and scope

What is the process for inviting a new user to the organization?

In OpsNow FinOps Plus, you can securely invite new team members or external partners to your organization with just their email address.
📌 During the invitation process, you can assign a specific role and organization to ensure least-privilege access is granted.

✅ Steps to Invite a New User:

  1. Go to [User Management] and click the ‘+ Invite’ button
  2. Enter the email address of the user to be invited
  3. Select the Organization the user will belong to
  4. Assign the appropriate Role (e.g., Member, Admin, or custom role)
  5. Click [Invite] to send an email invitation

🛡️ Tips for Security and Access Control:

  • When inviting external collaborators, assign Read-only roles to restrict access.
  • Use the Owner invitation only for internal administrators with full privileges.
  • You can manage access by separating permissions per organization, which is ideal for multi-team or multi-project operations.

What are the risks of not applying resource optimization recommendations?

Yes. If you ignore the resource optimization recommendations provided by OpsNow FinOps Plus, your organization may face significant financial and operational risks in managing cloud infrastructure.

💸 1. Increased Cloud Cost Waste

  • Over-Provisioned Resources: Continuing to run instances with higher specs than necessary can lead to missed opportunities to reduce cloud spend without compromising performance.
  • Idle Resources Left Unused: When unused or underutilized resources are kept running, they generate ongoing, unnecessary costs that reduce overall cloud cost-efficiency.

⚠️ 2. Operational Inefficiencies

  • Low-Utilization Resources Accumulate: If underused resources remain in specific regions, accounts, or by tags, they can distort budget tracking and showback/chargeback processes, making cost accountability difficult.
  • Unnecessary Commitments: As cloud spending gradually increases, you may feel pressured to renew Reserved Instances or Savings Plans that are not optimally aligned with actual usage.

📌 Optimization is not just a report

The Resource Optimization menu in OpsNow FinOps Plus is more than just a cost report.
→ It is a proactive cost control tool, and
→ A key enabler of operational efficiency across multi-cloud environments.

By regularly reviewing and applying the recommendations, you can maximize ROI on your cloud investment.

How can I configure resource optimization criteria?

OpsNow FinOps Plus allows you to customize optimization analysis criteria based on your organization’s policies and cloud environment.
You can define thresholds for resource usage, analysis duration, and classification logic to generate tailored cost-saving insights.

✅ Configurable Parameters

  • Usage Thresholds
    • CPU, Memory, Disk I/O, Network I/O usage
    • Example: Average CPU usage under 5%, memory usage under 10%, etc.
  • Analysis Duration
    • Choose from 7, 14, or 30 days
    • Longer periods provide more accurate and reliable recommendations
  • Recommendation Criteria
    • Idle: Extremely low utilization over the selected period
    • Downsize: Over-provisioned resources that can be scaled down
    • Modernize: Eligible for replacement with newer, more cost-efficient instance types
  • Cloud-Specific Customization
    • Separate optimization rules can be configured for AWS, Azure, and GCP

⚙️ Where to Configure

You can modify these settings directly from the
Optimization > Settings menu inside the OpsNow FinOps Plus console.

How often are resource optimization recommendations updated?

OpsNow FinOps Plus updates its resource optimization analysis once daily.It uses the latest usage data to evaluate cost-saving opportunities across AWS, Azure, and GCP.

✅ Automated and On-Demand Analysis

  • Automated Daily Analysis
    • Runs every 24 hours
    • Reflects the most recent performance data to update recommendations such as Idle, Downsize, and Modernize
  • On-Demand Manual Execution
    • Users can trigger real-time optimization analysis at any time by clicking the "Analyze all CSPs" button on the console
    • Results are immediately updated, allowing teams to make timely decisions based on the latest cloud usage

📌 Pro Tip

In addition to daily automation, you can run manual analysis after major deployments, cost reviews, or infrastructure changes to ensure optimization recommendations are always relevant and accurate.

Do I need to take any additional action to apply the resource optimization recommendations?

Yes. The optimization recommendations (Right Sizing) provided by OpsNow FinOps Plus are cost-saving suggestions and do not automatically apply changes to your cloud resources.

You will need to manually implement the recommendations using your cloud console or IaC tools.

✅ How to apply optimization recommendations

  • Manual execution required
    Example: t3.xlarge → t3.medium
    Suggested instance changes must be manually implemented via your cloud provider's console (AWS, Azure, GCP) or through IaC tools like Terraform, CloudFormation, or ARM templates.
  • What OpsNow provides
    • Recommended instance types
    • Before/after cost comparisons
    • Estimated monthly savings
      → All necessary information is provided in a clear, tabular format to support manual execution.

🔄 Upcoming automated workflow support

OpsNow will soon support workflow integration for automatic execution.
This will allow organizations to apply changes more efficiently while aligning with internal security policies and approval procedures.

How is the estimated cost savings calculated in resource optimization?

OpsNow FinOps Plus automatically calculates the estimated cost savings (Saving Potential) for each optimization recommendation.
This provides organizations with a clear, data-driven projection of how much monthly cost could be reduced by following the suggested changes.

✅ How Cost Savings Are Calculated

  1. Comparison Target
    • The currently running instance type
    • The recommended instance type by OpsNow (for Downsize or Modernize)
  2. Pricing Basis
    • Based on the on-demand hourly pricing from each cloud provider (AWS, Azure, GCP)
    • Reserved Instances (RI) or Spot pricing are not used in savings calculations
  3. Time Basis
    • Monthly usage is calculated as 730 hours (24 hours × 30.42 days)
    • Hourly price difference × 730 = estimated monthly savings

💡 Example

Item Current Instance Recommended Instance
Type m5.xlarge m5.large
Hourly Rate $0.192 $0.096
Savings Per Hour $0.096
Estimated Monthly Savings $0.096 × 730 = $70.08


📌 Notes

  • Estimated savings are based on on-demand pricing, so actual billing amounts may differ depending on RI/SP plans, discounts, or custom agreements.
  • This metric is intended to help identify potential optimization areas, but final decisions on implementation remain with the user.

How can I configure optimization analysis criteria?

OpsNow FinOps Plus allows you to customize optimization analysis settings based on your organization’s policies and workload characteristics.
This helps ensure that Right Sizing and Idle Resource detection reflect your actual operational needs, improving both accuracy and trust in recommendations.

✅ Key Criteria You Can Configure

  1. Analysis Period
    • Default: 14 to 30 days
    • Defines the timeframe used to calculate average resource utilization
    • Shorter periods allow for more responsive detection; longer periods capture usage trends
  2. Utilization Thresholds
    • Set percentage-based thresholds for CPU, Memory, Disk, and Network usage
    • Example: CPU below 10%, Memory below 15% = categorized as Idle
    • Different thresholds can be applied to each optimization type (Idle, Downsize, etc.)
  3. Idle Resource Conditions
    • Instances with consistently low usage over the defined period are flagged as Idle
    • Analysis can include average, maximum usage, and access frequency

⚙️ How to Set Criteria

  • Console Path:
    [Optimization] → [Settings] → [Rightsizing from Recommendation]
  • Settings are applied independently by cloud provider (AWS, Azure, GCP)
  • Once saved, updated conditions are immediately reflected in analysis results

📌 Customizing these settings helps you reduce noise in recommendations and focus on high-impact cost-saving opportunities, making it a key enabler of effective FinOps practices.

When should I use the Exclusion Tag feature?

The Exclusion Tag feature in OpsNow FinOps Plus allows users to exclude specific resources from optimization analysis.
This ensures that critical infrastructure or sensitive assets are not mistakenly flagged for cost-saving actions, supporting safe and accurate optimization.

✅ When to Use Exclusion Tags

  • Critical infrastructure that must not be altered
    • e.g., production databases or core application servers
  • Resources restricted by internal security or compliance policies
  • Resources explicitly marked by internal rules to be excluded
    • e.g., env=production, tier=core, keep=true

🛠️ How It Works

  • Users apply Key/Value tags to resources they want to exclude.
  • Then, within OpsNow (Optimization > Settings), they can define these as Exclusion Tags.
  • This logic is applied consistently across AWS, Azure, and GCP environments.

📌 Exclusion Tags help improve the precision and trustworthiness of optimization analysis, ensuring that critical workloads remain stable while maximizing cost efficiency where appropriate.

What is the criteria for detecting unused resources?

OpsNow FinOps Plus automatically identifies unused cloud resources that are no longer in active use or have lost their associations.
This helps prevent unnecessary cloud spending and supports proactive cost optimization.

✅ Detection Criteria for Unused Resources

OpsNow evaluates resource-specific conditions across each cloud provider to determine unused status:

  • EBS (AWS):
    • Detached volumes not associated with any EC2 instance
  • Elastic IP (AWS):
    • Public IP addresses not currently assigned to any instance
  • ELB (AWS):
    • Load balancers with no backend instances registered
  • Azure Disk:
    • Disks attached to stopped or deallocated VMs
  • GCP Persistent Disk:
    • Disks not mounted to any Compute Engine instance

🔍 How Detection Works

  • OpsNow regularly gathers resource metadata via cloud provider APIs.
  • Resources that remain disconnected or unused for a defined period are flagged as Unused.
  • Vendor-specific logic is automatically applied to ensure accurate classification across AWS, Azure, and GCP.

📌 Unused resources are often a hidden source of cloud waste.
By leveraging OpsNow’s detection engine, organizations can quickly identify and remove redundant assets, even across complex multi-cloud environments.

What is the criteria for Modernize recommendations?

OpsNow FinOps Plus automatically recommends Modernize actions when an instance is running on an older generation and there is a newer, more cost-effective instance type available that offers the same or better performance.

This helps organizations reduce cloud costs without compromising workload stability.

✅ Criteria for Modernize Recommendations

  • The current instance belongs to an older generation (e.g., t2, m4, D2s_v3)
  • A newer generation instance exists that:
    • Offers equal or better performance
    • Has a lower hourly cost
  • Examples:
    • t2.micro → t3.micro
    • m4.large → m6a.large
    • D2s_v3 → D2as_v5

🔍 How It Works

  • OpsNow automatically detects old-generation instance types across AWS, Azure, and GCP.
  • If a more modern instance type with a better price-performance ratio is available, the system recommends Modernize.
  • These rules are pre-configured based on vendor benchmarks and not customizable by the user.

⚠️ Optimization Purpose

  • Unlike Downsize, which reduces resource specs,
    Modernize focuses on replacing old-generation instances with newer ones at the same performance level but lower cost.
  • Since cloud vendors frequently release new, optimized instance types,
    continuing to use outdated instances can lead to significant cost inefficiencies.

📌 Modernize is a key strategy for reducing infrastructure costs without altering performance, making it especially effective for long-running workloads and legacy environments.

What is the criteria for Downsize recommendations?

The Resource Optimization menu in OpsNow FinOps Plus identifies overprovisioned cloud resources and recommends downsizing to more cost-efficient instance types based on actual usage data.

This feature helps reduce unnecessary spending by detecting resources that are consistently underutilized relative to their specifications.

✅ Downsize Analysis Criteria

  • Average CPU utilization
  • Memory usage rate
  • Network I/O activity
  • Analysis window: Typically between 14 to 30 days

🔍 How Downsize Recommendations Work

  • If the system determines that a resource can operate reliably on a smaller instance type based on recent usage metrics,
    it is classified as a Downsize candidate.
  • Examples:
    • t3.xlarge → t3.medium,
    • m6a.2xlarge → m6a.large, etc.
  • Vendor-specific logic is applied automatically for AWS, Azure, and GCP, considering the unique instance family structures and performance baselines of each cloud.

⚙️ Customizable Thresholds

  • Users can define Downsize conditions based on internal policies:
    • e.g., CPU < 10%, Memory < 20% average usage, etc.
  • The evaluation period and threshold values are fully configurable in the Settings panel.

📌 Downsize is a core strategy for cloud cost optimization, allowing organizations to maintain performance while reducing infrastructure costs.

How does OpsNow detect idle resources?

OpsNow FinOps Plus automatically detects underutilized or inactive cloud resources (Idle Resources) across multi-cloud environments.
This feature helps organizations eliminate unnecessary cloud spending by identifying resources that consistently show low usage over a defined period.

✅ Key Analysis Metrics

  • Average CPU utilization
  • Network I/O activity
  • Disk I/O activity

If these metrics remain below the defined threshold continuously, the resource is flagged as idle and is recommended as a cost optimization target.

⚙️ Default Analysis Conditions (Example)

  • Analysis window: Default is the past 30 days
  • Threshold example:
    • Average CPU utilization below 1%
    • Minimal or no Network/Disk activity
  • Vendor-specific logic:
    • Detection criteria are automatically tailored to AWS, Azure, and GCP’s respective performance metric structures.

🛠️ Customizable Settings

  • Users can configure custom thresholds and analysis periods to match internal policies.
  • Resources with specific tags (Key/Value) can be excluded from idle analysis, allowing operationally critical instances to be preserved.

📌 Idle resource detection is a proactive feature that helps prevent unnecessary costs,
while improving infrastructure efficiency and cloud governance.

What types of cost-saving recommendations does the Resource Optimization menu provide?

OpsNow FinOps Plus analyzes the utilization and operational status of cloud resources and classifies cost-saving opportunities into the following four optimization types:

✅ Optimization Categories

  1. Idle
    • Resources with little or no usage over a specific time period
    • Identifies underused instances that can be removed to eliminate waste
  2. Downsize
    • Overprovisioned resources that can operate effectively with lower specs
    • Recommends smaller instance types to reduce costs without sacrificing performance
  3. Modernize
    • Older instance types that can be replaced with newer, more cost-efficient ones
    • Examples include recommendations such as t2 → t3 or m4 → m6g
  4. Upsize (disabled by default)
    • Resources consistently running at high utilization
    • Suggests upgrading to higher-performance specs for stability and efficiency

These recommendations are automatically generated based on performance metrics defined by each cloud vendor (AWS, Azure, GCP).
Users can also configure custom thresholds such as CPU below 10% for over 30 days, depending on organizational policy.

📌 These optimization types help organizations eliminate waste,
while turning resource insights into actionable cost savings across multi-cloud environments.

What cloud resources are analyzed in the Resource Optimization menu?

The Resource Optimization menu in OpsNow FinOps Plus automatically analyzes the utilization and sizing of major compute and storage resources across multi-cloud environments, helping identify cost-saving opportunities.

Below are the key supported resources by cloud provider:

✅ Supported Cloud Resource Types

  • AWS (Amazon Web Services)
    • EC2 Instances
    • RDS Databases
    • EBS Volumes
    • Elastic IPs (EIP)
    • Elastic Load Balancers (ELB)
  • Microsoft Azure
    • Virtual Machines (VM)
    • Managed Disks
  • Google Cloud Platform (GCP)
    • Compute Engine Virtual Machines
    • Persistent Disks

These core infrastructure components often represent the bulk of cloud spending.
OpsNow helps detect inefficiencies such as overprovisioned resources, unused assets, and outdated instance types, and provides actionable optimization recommendations including Idle, Downsize, and Modernize suggestions.

📌 OpsNow analyzes a wide range of resources across AWS, Azure, and GCP, and provides optimization recommendations tailored to the characteristics of each cloud provider.

What core features does the Resource Optimization menu offer?

OpsNow FinOps Plus – Resource Optimization is an automated optimization tool designed to reduce unnecessary cloud infrastructure costs.
Unlike simple resource listings, this menu delivers actionable savings insights by identifying inefficiencies and recommending concrete cost-saving actions.

✅ Key Feature Components

  1. Right Sizing Recommendations
    • Classifies cloud resources into Idle, Downsize, Modernize, and Upsize categories based on CPU, memory, and network utilization
    • Provides clear recommendations on optimized instance types along with estimated monthly savings
  2. Unused Resource Detection
    • Automatically identifies unattached or inactive resources such as EBS volumes, Disks, Elastic IPs, and Load Balancers
    • Helps declutter infrastructure and eliminate wasteful spending
  3. Custom Savings Criteria Settings
    • Enables users to define their own thresholds for CPU, memory, and IOPS usage
    • Supports configuration of analysis windows (e.g., 14–30 days) for each cloud provider (AWS, Azure, GCP)
  4. Exclusion Tag Management
    • Allows certain critical or intentionally overprovisioned resources to be excluded from analysis using tags
    • Maintains operational stability while focusing on cost-saving opportunities

📊 Optimization Impact

  • Identifies underutilized or overprovisioned resources to significantly reduce cloud expenses
  • Offers data-driven recommendations for optimal infrastructure performance
  • Enables team- or business unit-level resource breakdown using tags, accounts, and regions

🎯 Ideal For

  • Organizations facing rising cloud infrastructure costs
  • Teams that lack visibility into inefficient or wasted resources
  • Enterprises that need to allocate cloud budgets more accurately across departments

📌 The Resource Optimization menu is more than just a reporting tool—
it’s a strategic platform for cost-saving execution and infrastructure governance.

Can I filter and view resources by specific tags?

Yes,.
In the Resource Usage menu of OpsNow FinOps Plus, you can filter cloud resources based on their assigned Tag Key/Value pairs to isolate and analyze specific sets of assets — such as those tied to a particular team, project, or environment.

🏷️ Key Features of Tag-Based Filtering

✅ 1. Search by Tag Key/Value

  • Examples: Environment=Prod, Team=FinOps, Owner=lee.hj
  • Easily isolate cloud resources by business function, project ownership, or organizational structure

✅ 2. Combine with Account and Region Filters

  • Tag filters can be combined with Account (AWS Account / Azure Subscription / GCP Project) and Region filters
  • Example: View only EC2 instances in us-east-1 under a specific AWS account where Team=DevOps

✅ 3. Ideal for Large-Scale Environments

  • In environments with hundreds or thousands of assets, tag-based filtering enables operational segmentation and accountability tracking (showback) across departments or teams

📌 Benefits of Using Tags for Resource Management

  • Gain visibility into team- or project-specific cloud spending
  • Enable internal chargeback/showback models with accurate resource grouping
  • Simplify asset discovery in complex multi-account environments

How far back can I view resource usage history?

OpsNow FinOps Plus provides users with access to up to 13 months of historical cloud resource usage data by default.
This includes changes in resource status, specifications, and instance count — all available in daily or monthly views for precise trend analysis.

📊 Key features of usage history tracking

  • 13-Month Data Retention (Standard)
    → Monitor instance status changes (running, stopped, deallocated), resizing history, and lifecycle events
  • Daily and Monthly Time Views
    → Flexible granularity for analyzing short-term spikes or long-term patterns in resource consumption
  • Graphical Trend Charts in History Tab
    → Visualize changes in usage or instance specs across time directly on the UI

💼 Extended History for Enterprise Plans

  • Enterprise plan customers may receive unlimited access to historical usage data depending on their contract terms.
  • This is especially useful for:
    • Long-term budget forecasting
    • Strategic FinOps planning and governance
    • Internal reporting and auditing documentation

📝 Note: Retention policies may vary depending on plan type or customization options. Long-term data access can be configured upon request.

📌 Summary
OpsNow provides powerful tools for tracking cloud resource usage history over time, helping organizations detect trends, reduce waste, and support cost optimization strategies with long-term data.

What filtering criteria are available in the Resource Usage menu?

The Resource Usage menu in OpsNow FinOps Plus enables users to filter and explore cloud resources across AWS, Microsoft Azure, and Google Cloud Platform (GCP) using multiple dimensions.
These filters help improve operational visibility, support cost optimization, and allow for precise resource tracking across complex cloud environments.

🔍 Key Filtering Criteria

1️⃣ Account / Subscription / Project

  • Filter by cloud account level:
    • AWS Account, Azure Subscription, GCP Project
  • Helps identify and manage assets across multiple business units or subsidiaries

2️⃣ Region

  • Filter by resource location (e.g., us-east-1, korea-central, asia-northeast1)
  • Useful for spotting resource concentration or high-cost regional allocations

3️⃣ Service / Product Type

  • Filter by resource type: EC2, VM, Disk, Load Balancer, Cloud Function, etc.
  • Enables side-by-side comparison of similar services across different CSPs

4️⃣ Tags

  • Use key-value metadata tags to group resources by team, department, owner, or environment
  • Examples: owner=kim.jh, project=marketing, env=prod

🧩 Advanced Multi-Filter Combinations

  • Combine filters across all criteria:
    Account + Region + Resource Type + Tag
  • Example: "Show only stopped EC2 instances in us-west-2 tagged with project=devops under Account A"

These filters apply not only to the Current view but also to the History tab, allowing users to analyze usage trends over time.

📌 Summary
OpsNow’s powerful filtering capabilities allow users to narrow down cloud resources with precision and speed.
This makes it easier to identify idle, overprovisioned, or underutilized assets, and take timely actions for optimization and governance.

What resource data can I view in the Resource Usage menu?

The Resource Usage menu in OpsNow FinOps Plus provides a vendor-specific overview of resource data across AWS, Microsoft Azure, and Google Cloud Platform (GCP).
Users can monitor key attributes such as instance specifications, usage status, network details, tags, and billing type — helping identify overprovisioned or idle resources at scale.

✅ Key data fields available

  • Resource Type: EC2, VM, Disk, Cloud Function, BigQuery, etc.
  • Status: running, stopped, deallocated, terminated
  • Specifications: vCPU, memory, OS, instance type, VM size
  • Networking: Public/Private IP, Region, Availability Zone
  • Operational Info: Launch time, lifecycle, billing type (On-Demand, Reserved, Spot)
  • Tag Info: Name, Owner, Project, environment tags

✅ Examples of supported resources by cloud

  • AWS: EC2, EBS, RDS, AMI, NAT Gateway, Elastic IP
  • Azure: Virtual Machines, Disk, Load Balancer, Network Interface
  • GCP: Compute Engine VM, Cloud Functions, BigQuery, Firewall

⚙️ Key Functional Benefits

  • Status-based summary charts: Visualize the number of running, stopped, or deallocated instances
  • Distribution insights: Identify resource concentration by type or region
  • History view: Analyze changes in instance status and size over time with daily graphs
  • Optimization integration: Surface recommendations like “Downsize” or “Modernize” to quickly spot cost-saving opportunities

❓ How frequently is resource data collected?

OpsNow automatically collects resource usage and metadata from each cloud provider using their official APIs, ensuring up-to-date visibility.

⏱ Standard Collection Interval

  • Data is typically refreshed every 30 minutes to 1 hour for all connected accounts.

⏳ Exceptions for new regions or types

When new regions or resource types are introduced, data collection may be delayed based on provider-side availability:

Cloud Provider Maximum Delay
AWS Up to 6 hours
Azure Up to 12 hours
GCP Up to 6 hours

This ensures that organizations have near real-time access to resource data, which supports optimization efforts, idle instance detection, and operational accountability.

What resource data can I view in the Resource Usage menu?

The Resource Usage menu in OpsNow FinOps Plus enables organizations to view detailed resource data for AWS, Microsoft Azure, and Google Cloud Platform (GCP) environments.
It provides a vendor-specific interface where users can easily analyze the status, specifications, network details, and tagging information of cloud assets to optimize resource usage and reduce costs.

✅ Resource Attributes Available for Analysis

Each resource entry includes key metadata such as:

  • Resource Type: EC2, VM, Disk, Cloud Function, BigQuery, etc.
  • Instance Status: running, stopped, deallocated, terminated, etc.
  • Specification Info: Number of vCPUs, Memory, OS, VM Size, Instance Type
  • Network Info: Public/Private IP, Availability Zone, Region
  • Operational Info: Launch Time, Lifecycle, Pricing Model (On-Demand, Reserved, Spot)
  • Tag Info: Name, Owner, Project — based on custom user-defined tags

✅ Key Resource Types by Cloud Provider

🔹 AWS

  • EC2, EBS, RDS, AMI, NAT Gateway, Elastic IP
  • Also includes Key Pair, Tag Info, IP Addresses, and Availability Zone

🔹 Azure

  • Virtual Machines, Disk, Load Balancer, Network Interface
  • Displays details such as Subscription, Resource Group, VM Size, OS, Status, Region

🔹 GCP

  • Compute Engine VM, Cloud Function, BigQuery Table, Firewall
  • Includes Project ID, Resource ID, CPU Platform, OS, and Status

⚙️ Functional Advantages

  • Visualized Status Aggregation
    Instantly see the number of running, stopped, and deallocated instances through intuitive charts.
  • Type/Region Distribution Charts
    Identify uneven resource allocation and usage concentration by type or region.
  • Usage History Tab
    Analyze usage trends and instance status changes over time with daily historical graphs.
  • Optimization Integration
    Gain automatic recommendations such as “Downsize” or “Modernize” directly on each instance to drive cloud cost savings.

The Resource Usage menu is more than a static inventory; it provides actionable insight into cloud resource optimization and supports proactive FinOps decision-making.

How does OpsNow manage cloud resources by department or team?

OpsNow FinOps Plus enables structured resource management using tag-based filtering, allowing you to organize and monitor cloud resources by department, team, project, or individual owner.
This tagging system is essential for effective cost allocation, accountability, and operational control.

✅ Classify and filter resources using custom tags

  • Resources can be filtered by common tag keys such as Department, Project, Owner, or Environment
  • Examples: project:marketing, owner:kim.jh, env:prod
  • This allows teams to isolate and manage only the resources relevant to their operational scope

✅ Tag-based management enables cost and compliance control

Using tag-based views, organizations can:

  • Allocate costs by department or project (e.g., chargeback or showback models)
  • Track ownership and responsibility for each resource
  • Identify security-sensitive environments, such as production or staging clusters, for targeted audits

📌 Summary
OpsNow provides a powerful tagging framework that aligns cloud resource management with your organizational structure, enabling clear cost visibility, operational accountability, and governance at scale.

I want to clean up idle instances that are no longer in use. How can I find them? Slug

OpsNow FinOps Plus helps you easily identify and clean up idle cloud instances by allowing you to filter based on
resource status and launch time, making it easier to eliminate unused infrastructure and reduce waste.

✅ Filter by instance status to detect unused resources

Use the Status column to quickly filter out non-active instances such as:

  • AWS: stopped
  • Azure: deallocated
  • GCP: TERMINATED

This makes it easy to identify virtual machines or environments that are no longer running and ready for decommissioning.

✅ Use launch time to find outdated or abandoned resources

With the Launch Time column, you can locate instances created before a specific date,
allowing you to surface:

  • Long-unused development/test servers
  • Instances associated with completed or deprecated projects

📌 Summary
By combining filters on status and launch time, OpsNow enables you to efficiently detect and remove idle cloud resources,
improving cost control and simplifying infrastructure management.

Our organization has many overprovisioned instances. Can OpsNow help us identify them easily?

OpsNow FinOps Plus offers automatic optimization recommendations in the Resource Usage menu, allowing you to identify overprovisioned instances and uncover opportunities to reduce unnecessary cloud spend.

✅ Automated optimization suggestions per instance

Each cloud instance is automatically analyzed and assigned an optimization status:

  • Downsize: The current instance type is over-provisioned relative to actual usage
  • Modernize: The instance uses an outdated type and should be replaced with a newer generation
  • NoReview: Pending further analysis

These recommendations are generated based on live usage data and vendor-specific instance type benchmarks, making them highly actionable for both technical and financial teams.

✅ Clear decision-making for FinOps and operations teams

  • Optimization statuses are displayed directly within the instance table, allowing quick identification and sorting
  • Teams no longer need to perform manual instance audits—OpsNow surfaces key adjustment opportunities automatically
  • This empowers both engineers and budget owners to make confident decisions around rightsizing and modernization

📌 Summary
OpsNow helps eliminate waste by automatically detecting oversized infrastructure and presenting clear, data-backed guidance on how to reduce costs and improve cloud efficiency.

It's difficult to understand where and how cloud resources are being used. How does OpsNow help?

OpsNow FinOps Plus helps organizations gain clear visibility into resource usage across major cloud providers,
including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP).
Each provider's resources can be explored based on key operational criteria.

✅ Resource visibility by region, account, and product type

  • Within each cloud provider, users can view resources by region, account, and product group (e.g., EC2, VM, Disk)
  • This enables teams to quickly understand where cloud assets are located and how they are distributed

✅ Understand who is using what

  • Detailed attributes such as name, tag, account, status, and launch time are included
  • These fields help identify resource owners, usage purpose, and potential inefficiencies in infrastructure

📌 Summary
OpsNow provides the structure and insight needed to manage cloud assets efficiently across multi-cloud environments,
enabling both technical and financial stakeholders to make informed, cost-effective decisions.

Can I detect duplicate instances or idle cloud resources in OpsNow FinOps Plus?

Yes. OpsNow FinOps Plus allows users to monitor AWS, Azure, and GCP cloud resources through vendor-specific views,
enabling easy identification of potentially duplicated or idle resources based on key attributes such as name, tag, type, and status.

✅ Vendor-Separated Resource Views with Attribute-Based Comparison

Each cloud vendor (AWS, Azure, GCP) provides a dedicated view, where resources can be filtered or sorted based on:

  • Name: Spot servers with similar naming conventions (e.g., web-01, web-02)
  • Tag: Group resources by project, owner, or environment to detect redundancy
  • Type: Identify over-provisioned or repeatedly used instance types (e.g., t3.medium)
  • Launch Time: Discover multiple resources created simultaneously

✅ Detecting Idle Resources by Status

OpsNow enables quick identification of inactive resources using the Status column:

  • AWS: stopped
  • Azure: deallocated
  • GCP: TERMINATED

By applying filters, users can isolate idle instances and take action to avoid unnecessary cloud spend.

📌 Summary
While OpsNow separates views by cloud vendor, it offers a structured attribute-based analysis that helps users
efficiently detect redundant infrastructure and unused assets within each environment.
This approach supports smart resource optimization and cost control across multi-cloud operations.

How can I monitor resource usage trends by cloud vendor?

In OpsNow FinOps Plus, the History tab provides a clear, visualized view of daily changes in resource counts across AWS, Azure, and Google Cloud Platform (GCP).
It helps organizations understand infrastructure trends by displaying how the number of active resources fluctuates over time — by region, account, or product type.

✅ Daily Resource Count Graphs

  • View historical changes in the number of cloud resources using bar charts by day
  • Each product type (e.g., EC2, Disk, VM) is color-coded for easy visual comparison
  • Users can apply filters by account, region, or resource type for detailed analysis

✅ Separated Monitoring by Cloud Vendor

  • AWS, Azure, and GCP data are displayed in independent, vendor-specific graphs
  • This allows teams to detect resource spikes or reductions within each cloud
  • Example: Identify a sharp increase in Azure VM usage on a specific date, or a decrease in GCP instances

✅ Identify Trends by Resource Type

  • Drill down to instance types like t3.medium, Standard_D2as_v4, or e2-micro
  • Understand provisioning patterns over time to improve resource planning and capacity management
  • Helps detect growth areas or unnecessary scaling in specific environments

OpsNow's visualized cloud usage history enables better operational insight across multi-cloud environments.
By tracking changes over time, teams can respond more proactively to usage trends and make informed decisions around infrastructure scaling.

What detailed information is available for each cloud resource?

OpsNow FinOps Plus provides comprehensive and cloud-specific details for resources across AWS, Microsoft Azure, and Google Cloud Platform (GCP).
All resource data is presented in a customized, vendor-aware table format, enabling teams to easily understand configuration states and make informed operational decisions.

✅ AWS Resource Details

  • Public IP / Private IP: External and internal accessibility
  • OS: Operating system type (e.g., Linux, Windows)
  • Lifecycle: Instance lifecycle type (e.g., On-Demand, Spot, Reserved)
  • Launch Time: Timestamp of when the instance was first launched
  • vCPU: Number of virtual CPUs allocated
  • Tags: Metadata for department, project, environment, etc.

✅ Azure Resource Details

  • VM Size: VM tier and performance configuration
  • OS: Operating system version
  • Resource Group: The group the resource belongs to
  • Subscription: Billing and permission-related subscription ID
  • Region: Geographical region where the resource is deployed

✅ GCP Resource Details

  • Region: Deployment location of the instance
  • Machine Type: VM performance specification
  • CPU Platform: Underlying CPU architecture (e.g., Intel, AMD)
  • Status: Current state of the instance (RUNNING, TERMINATED, etc.)

By applying custom column structures per cloud vendor, OpsNow ensures a clear, standardized view across multi-cloud environments.
This layout significantly improves the speed and accuracy of resource audits, security assessments, and cost optimization initiatives.

How can I check the instance status (running, stopped, etc.) and optimization opportunities?

In OpsNow FinOps Plus, every cloud instance includes both status information and automated optimization recommendations.
This helps FinOps teams quickly identify underutilized or inefficient cloud resources and take action to reduce costs.

✅ Instance Status Monitoring

Each instance displays its current operational state, such as:

  • running: actively in use
  • stopped: manually shut down
  • deallocated: resources released (common in Azure VMs)
  • TERMINATED: instance has been deleted (seen in AWS/GCP)

These status indicators make it easy to spot idle or orphaned resources, which often generate unnecessary costs.

✅ Optimization Recommendations

Based on resource specifications and actual usage patterns, OpsNow suggests specific optimization actions:

  • Downsize: The instance is over-provisioned for its current workload → recommend switching to a smaller instance type
  • Modernize: The instance is running on an outdated type → recommend migrating to a newer, more efficient type
  • NoReview: Optimization analysis has not yet been applied → pending further review

With these insights, you can identify cost-saving opportunities such as resizing or modernizing compute resources.
For organizations managing a large number of cloud assets, reviewing these optimization suggestions regularly can lead to significant monthly savings—often in the thousands of dollars.

Can I compare or filter resource usage across clouds?

Yes, OpsNow FinOps Plus allows you to easily filter and compare cloud resource usage across AWS, Azure, and Google Cloud (GCP).
The platform provides a standardized table view, enabling you to analyze usage patterns regardless of the cloud vendor or service type.

✅ Key filtering criteria:

  • Region: e.g., Asia Pacific (Seoul), US East (N. Virginia), Europe West
  • Account / Subscription / Project: Filter by business unit or cloud account
  • Product type: EC2, VM, Disk, Load Balancer, etc.
  • Tags: Use metadata such as department, project, or owner for precise segmentation

✅ Standardized multi-cloud comparison

OpsNow converts multi-cloud resource data into a unified structure.
This lets you compare usage, status, and optimization opportunities side-by-side.

Examples:

  • Compare AWS EC2 and Azure VM instances on the same screen
  • Filter by region to see usage trends for VMs and storage
  • Identify over-provisioned resources using optimization flags like “Downsize”

With this visibility, you can identify unused or inefficient cloud resources, analyze usage distribution by region or service, and make data-driven decisions to optimize cost.

What types of cloud resources can OpsNow monitor?

OpsNow FinOps Plus is a multi-cloud optimization platform that enables unified monitoring and analysis of cloud resources across Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) — all within a single console.

Here are the key resource types supported by each cloud provider:

✅ AWS – Amazon Web Services

  • EC2 (Virtual machine instances)
  • EBS (Elastic Block Store)
  • RDS (Relational Database Service)
  • ELB (Elastic Load Balancer)
  • Additional services such as Auto Scaling Groups and Lambda are also supported for usage tracking and optimization.

✅ Microsoft Azure

  • Virtual Machines (VMs)
  • Managed Disks
  • Load Balancers
  • OpsNow also supports visibility into VM Size, Resource Group, and Subscription-level attributes for granular control.

✅ Google Cloud Platform (GCP)

  • VM Instances (Compute Engine)
  • Cloud Functions
  • BigQuery
  • You can also view detailed attributes such as region, machine type, and CPU platform for GCP resources.

By standardizing the way multi-cloud resources are displayed and analyzed, OpsNow provides centralized visibility and control across all cloud environments.
This enables FinOps teams to monitor usage, optimize costs, and manage operations efficiently without switching between cloud provider consoles.

What features does the Resource Usage menu provide?

The Resource Usage menu in OpsNow FinOps Plus provides a unified interface to view and analyze cloud infrastructure resources across AWS, Azure, and GCP. It is designed to help organizations manage their multi-cloud environments more efficiently and uncover cost optimization opportunities. Key features include:

1. Unified Multi-Cloud Resource View

Consolidate and view AWS EC2, Azure VMs, GCP instances, and more — all in one dashboard.
You can filter by region, account (subscription/project), product type, and tags to find specific resources quickly.

2. Detailed Resource Information

Each instance includes comprehensive operational data, such as:

  • Status (running, stopped, terminated, etc.)
  • vCPU, OS, public/private IP, launch date, and tags
  • Vendor-specific fields like Azure VM Size or GCP CPU Platform

3. Automated Optimization Insights

The system automatically analyzes each resource and displays optimization recommendations such as:

  • Downsize: Reduce over-provisioned resources
  • Modernize: Switch to newer, more cost-effective types
  • NoReview: Awaiting analysis
    These insights help teams identify cost-saving opportunities.

4. Visualized Usage History

The History tab provides usage trend graphs by day, week, or month.
Minimum, maximum, and average usage values are also shown to help track usage spikes and align with budget planning.

5. Tag-Based Resource Segmentation

Classify resources by business unit, project, owner, or purpose using custom tags.
This supports chargeback, responsibility mapping, and operational governance across teams.

Overall, the Resource Usage menu supports not just visibility but also actionable insights for right-sizing and governance.
It enables organizations to make data-driven decisions about cloud resource operations across vendors and regions.

Can I export commitment reports to Excel or CSV format?

Yes, OpsNow FinOps Plus’s My Commitments feature allows you to export all commitment-related data as Excel (.xlsx) or CSV files for detailed reporting, internal collaboration, or external audits.

🔍 Key data included in the export

  • Commitment details (type, service, account, region, start/end date)
  • Current utilization rate
  • Commitment coverage
  • Estimated savings and ROI
  • Underutilization risk indicators
  • Recommended purchase options and savings forecasts

💡 Practical use cases

  • Submitting monthly commitment utilization reports
  • Sharing usage insights with finance or cloud operations teams
  • Supporting strategic commitment planning and budget allocation
  • Providing documentation for financial or compliance audits

📌 You can export data exactly as filtered and sorted on the screen.
Each tab — Recommendations, Coverage, Utilization, and Inventory — supports independent data export.

Can I identify areas with high On-Demand usage and find opportunities to switch to commitment plans?

OpsNow FinOps Plus offers a powerful feature within the My Commitments menu that identifies services or accounts with high On-Demand usage and provides data-driven recommendations on how switching to commitment plans (e.g., Savings Plans, Reserved Instances) could reduce your cloud spending.

🔍 What insights are provided?

  • Breakdown of On-Demand usage by service and account
    • e.g., EC2, RDS, Aurora, GCP Cloud SQL, Azure VM
  • Current On-Demand spend per resource
  • Estimated cost savings and ROI if converted to a commitment plan
  • Recommended commitment types (1-Year vs. 3-Year, No Upfront vs. All Upfront)

💡 How does this help?

  • Enables strategic decision-making for timing and scale of commitment purchases
  • Helps finance teams evaluate ROI and optimize budgets
  • Supports operations teams in reducing unnecessary On-Demand costs
  • Can be used alongside AutoSavings to enhance optimization coverage

📌 This feature is especially valuable when On-Demand costs are steadily rising.

It clearly answers:
“How much could we save right now by switching to a commitment?”

How can I identify if a cloud service or account is over- or under-committed?

The Coverage tab in OpsNow FinOps Plus – My Commitments provides a clear visualization of commitment coverage across services, accounts, and instance types. This helps organizations detect misaligned commitments and take action before waste or penalties occur.

✅ Identify Over-Provisioned Commitments

  • If a specific account or service shows a coverage rate over 100%, it means the committed usage exceeds actual consumption.
  • This may lead to unused commitments and potential financial waste.

✅ Identify Under-Covered Usage

  • If a workload is running entirely on On-Demand without any applied commitments (e.g., Savings Plans or RIs), the organization is missing out on available discounts.
  • These areas represent cost optimization opportunities.

✅ Visual Dashboard

  • The Coverage tab displays commitment vs. usage using bar charts and percentages.
  • You can instantly see the coverage rate for each service, account, or instance family, including:
    • Total committed cost
    • Actual covered usage
    • On-Demand spending

💬 Example:

“In the Asia Pacific (Seoul) region, the Aurora MySQL service shows 125% commitment coverage, indicating over-provisioning, while EC2 t3.medium instances are still billed as On-Demand, highlighting a gap in coverage.”

Benefits

  • ✅ Reduce waste from underutilized commitments
  • ✅ Convert On-Demand spend into discounted usage
  • ✅ Enable strategic commitment planning by account and service

Can OpsNow recommend when and how much commitment I should purchase?

Yes. OpsNow FinOps Plus’s My Commitments > Recommendations tab helps organizations optimize cloud costs by recommending the ideal timing and amount of additional commitment purchases (e.g., Savings Plans or Reserved Instances). These insights are particularly helpful for financial and cloud operations teams looking to improve cost efficiency.

All recommendations are generated by OpsNow Insight AI, which analyzes:

  • ✅ Historical cloud spend and usage trends over the past 3 months
  • ✅ Current commitment utilization and coverage gaps
  • ✅ Forecasted savings potential based on additional commitment simulation

Each recommendation includes detailed quantitative metrics such as:

Metric Description
Estimated Monthly Savings The cost savings achievable by purchasing additional commitments
Coverage Rate Increase The improvement in cost coverage (reduction in on-demand spend)
Return on Investment (ROI) Projected efficiency of the commitment (e.g., ROI 4.5x)
Optimal Commitment Structure Suggested term (1yr vs 3yr), payment type (All Upfront, No Upfront, Partial)

💬 Example AI-generated suggestion:

“Based on your average usage over the last 3 months, an additional $1,000/month in commitments is expected to yield approximately 12% in monthly savings (ROI 4.5x, +8% coverage improvement).”

🔍 These insights enable organizations to make data-driven decisions on cloud commitment purchases, ensuring maximum cost savings and resource efficiency. Thanks to OpsNow Insight AI, users can confidently plan and justify long-term commitment strategies with clearly measurable outcomes.

Can I receive alerts before my cloud commitment expires?

OpsNow FinOps Plus – My Commitments provides proactive monitoring of commitment expiration dates (e.g., Reserved Instances, Savings Plans). The platform automatically flags commitments that are set to expire within 30 days and delivers email alerts to help teams take timely action.

This feature is especially useful for preventing situations where key commitments expire without renewal, causing cloud resources to fall back to costly On-Demand pricing.

🔍 Key Features

  1. Automatic detection and highlighting of expiring commitments (30 days in advance)
    • In the Inventory tab, any commitment nearing expiration is flagged visually with clear indicators.
  2. Scheduled email notifications
    • Notifications are sent to designated recipients, ensuring that finance or DevOps teams are aware of upcoming expirations and can prepare for renewals.
  3. Actionable recommendations
    • Expiring commitments are accompanied by renewal or AutoSavings suggestions, enabling fast decision-making and preventing budget leakage.

✅ Benefits

  • Avoid losing long-term savings due to missed renewals
  • Improve visibility and control over commitment lifecycles
  • Enhance budget forecasting and cloud cost predictability

How can I identify underutilized commitments that are at risk of non-compliance?

The My Commitments feature in OpsNow FinOps Plus automatically detects cloud commitments that are not being fully utilized and flags them as Underutilization Risk. This feature is especially effective in identifying commitments that may incur penalties due to underuse, enabling teams to take early action and avoid unnecessary costs.

🔍 Detailed Features

  1. Real-Time Monitoring of Commitment Utilization Rate
    • Tracks usage amounts, unused amounts, and remaining contract periods per commitment.
    • Flags any commitment that is not being consumed at the expected pace as Underutilization Risk.
  2. Automatic Detection of High-Risk Items
    • When usage is low relative to the committed amount or when usage trends indicate it won’t be fully used by the end of the term, the system automatically warns you.
    • Example: A 3-year Reserved Instance is purchased, but less than 20% has been utilized.
  3. AI-Powered Predictive Analytics
    • OpsNow Insight AI analyzes historical usage patterns and resource trend changes to proactively detect commitments that are at increased risk of underuse in the future.
  4. Early Warning and Action Guidance
    • When an Underutilization Risk is detected, OpsNow provides in-depth insights along with strategic recommendations such as redesigning usage plans or switching to AutoSavings.

✅ Expected Benefits

  • Avoid penalties due to non-compliance with committed usage
  • Minimize waste and optimize commitment planning
  • Improve collaboration between cloud operations and finance teams (e.g., accelerate decisions on resizing or reassigning resources)

How can I find the best commitment purchase option for our organization?

The Recommendations tab in OpsNow FinOps Plus > My Commitments helps organizations identify the most cost-effective AWS commitment options—such as Savings Plans and Reserved Instances—based on actual cloud usage patterns. These recommendations are powered by OpsNow Insight AI, which performs advanced analysis to deliver personalized suggestions with high accuracy.

🔍 Key Benefits of AI-Based Commitment Recommendations

  1. Data-Driven Simulation
    • OpsNow Insight AI analyzes current usage by instance type, region, platform, and runtime behavior to simulate the most cost-efficient commitment scenarios across 1-year and 3-year terms, and various payment types (No Upfront, Partial Upfront, All Upfront).
  2. Transparent Metrics for Comparison
    • Each recommendation includes quantitative metrics:
      • Estimated Monthly Savings (e.g., $984.95/month)
      • Expected Coverage Rate (e.g., 94.84%)
      • Savings Rate, ROI projections, and side-by-side comparison of term/payment options
    • This empowers finance and DevOps teams to make decisions based on clear, objective data.
  3. Balanced Cost vs. Flexibility
    • For teams with budget constraints, options like No Upfront or Partial Upfront are highlighted.
    • For teams aiming to maximize ROI, 3-year All Upfront plans with the highest savings are recommended.
  4. Audit-Friendly Recommendation Engine
    • Each AI-based suggestion includes detailed justifications, making it easier to use in internal budget reviews, financial reports, or procurement workflows.

✅ Business Value

  • Avoid overcommitting or underutilizing cloud discount plans
  • Maximize long-term cloud cost savings through accurate, scenario-based projections
  • Strengthen internal transparency and trust through AI-driven, traceable recommendations

How can I check if my cloud commitments are being effectively utilized?

📌 OpsNow FinOps Plus offers a My Commitments dashboard that helps you track the real-time utilization of your cloud savings commitments such as Reserved Instances (RIs) or Savings Plans across AWS, Azure, and GCP.

Through this feature, you can view key indicators for each active commitment:

  • ✅ Amount used vs. committed
  • ✅ Remaining unused amount or percentage
  • ✅ Utilization rate over time
  • ✅ Forecasted consumption pace vs. remaining days
  • ✅ Inclusion of on-demand usage in the commitment

If any commitment shows a low utilization rate (e.g., below 50%), you’ll receive a Below Threshold Alert warning you of potential waste or underutilization.

💡 This allows you to identify and address inefficient commitments in advance, align your usage with your contracts, and improve your overall cloud cost efficiency.

What is the purpose of the My Commitments feature?

My Commitments is a unified management feature in OpsNow FinOps Plus that helps organizations maximize the value of their cloud commitments—such as Savings Plans, Reserved Instances (RIs), and Committed Use Discounts (CUDs)—while minimizing waste.

It solves key challenges faced by cloud finance and operations teams:

✅ What problems does it solve?

  • "We’re not sure if our existing commitments are being fully utilized."
    → My Commitments provides real-time tracking of usage rates, savings amounts, and utilization ratios to identify underused or wasted commitments.
  • "We don’t know when or what kind of new commitment to purchase."
    → The Recommendations tab analyzes current usage patterns and suggests optimal commitment options (e.g., 1-year vs. 3-year, no upfront vs. partial upfront).
  • "We’re spending too much on On-Demand because coverage is low."
    → The Coverage tab visually highlights how much of your cloud usage is covered by existing commitments vs. On-Demand spend, helping identify savings opportunities.
  • "We missed a commitment renewal and incurred unexpected costs."
    → The Inventory tab displays start/end dates and remaining terms for each commitment, so you can plan renewals or trigger AutoSavings in time.

🔍 Key Features Summary

Feature Description
Utilization Analyze usage rate, savings amount, and cost efficiency for each commitment
Coverage Visualize coverage ratio across all usage and detect On-Demand overages
Recommendations Receive intelligent suggestions for new commitments based on real-time usage
Inventory View all commitment details including type, term, scope, and payment structure

📌 My Commitments supports AWS, Azure, and GCP, and helps organizations take control of their commitment strategy—ensuring efficient usage, timely renewals, and data-driven optimization.

Can I export budget reports to Excel or CSV?

Yes, you can.
In OpsNow FinOps Plus, the Budgets menu allows you to export budget settings and actual usage data in CSV or Excel format, making it easy to use the data for external accounting reports or internal analysis.

✅ Exported data includes:

  • Budget configurations (amount, period, scope)
  • Actual usage versus budget
  • Alert history and overage details

📌 You can export the data directly from the budget detail view with a single click. This feature is especially helpful for finance teams or during external audits.

Is there an approval workflow for budget creation or updates?

Currently, OpsNow FinOps Plus does not provide a built-in approval workflow for creating or updating budget rules.

However, 📌 role-based access control (RBAC) is supported to manage who can create, edit, or view budgets.

✅ Permission Configuration Examples:

  • Budget creation/edit/delete privileges can be restricted to authorized roles (e.g., Admin, FinOps Manager)
  • General users (e.g., Viewers) can only view budget details without modification rights
  • Budget access can be scoped by workspace or project to match organizational responsibilities

📌 An approval flow feature (e.g., budget draft → approver review → apply) is under consideration for future releases.

Can I automatically send budget reports by team or department?

Yes, OpsNow FinOps Plus supports automatic email delivery of budget reports organized by team or department.

✅ What is the Budget Report Auto-Send feature?
This feature allows you to automatically generate and send a summary of each team or department's budget status—
including usage, budget consumption rate, and forecasted overspend—via email on a daily or weekly basis.

📌 Key capabilities:

  • Generate reports based on team- or department-level budgets
  • Include metrics like current usage, usage vs. budget ratio, and overspend forecasts
  • Support for multiple recipients per report
  • Flexible scheduling (daily, weekly)
  • Summary reports delivered in Excel format or as in-line tables

This helps teams monitor their budget performance independently, proactively manage cost overruns, and improve transparency and accountability in cloud financial operations.

Can I apply budget growth rates automatically (e.g., 2–5% increase per month)?

Yes, OpsNow FinOps Plus allows you to apply automatic growth rates when setting up budgets.

What is the Budget Growth Rate feature?
This feature enables budgets to automatically increase over time based on a predefined percentage—useful for growing workloads or scaling projects.

Typical use cases include:

  • 📈 Projects expecting gradual increases in cloud usage
  • 🗓 Department budgets that scale month over month or quarterly

Example:
January: $1,000 → February: $1,050 → March: $1,102
You can choose between cumulative or fixed increase types based on your budgeting policy.

⚙️ Growth rates can be set when creating or editing a budget rule, by enabling the “Growth Rate” option and entering a custom percentage (e.g., 2%, 5%).

📌 This helps teams proactively manage cost expectations and align budget plans with business growth.

Can I duplicate or edit existing budget rules?

Yes, OpsNow FinOps Plus allows you to both duplicate and edit existing budget rules easily.

Edit Budget Rule
You can modify settings such as:

  • Budget amount (monthly, quarterly, annual)
  • Scope (cloud account, service, region, tag)
  • Alert thresholds and notification channels

Edits can be made at any time, and changes take effect immediately.

🔁 Duplicate Budget Rule
If you need to create a similar rule for another team or account, you can simply copy an existing budget rule to save time. This is especially helpful when managing multiple projects with similar cost structures.

📌 This functionality helps standardize budget policies across the organization while reducing repetitive setup tasks.

Can I group multiple budgets under a single department or project?

Yes, OpsNow FinOps provides a Budget Group feature that allows you to organize multiple budgets under a shared department, team, or project.

With Budget Groups, you can:

  • Combine multiple budget rules into a single logical group (e.g., UX Team, Project Phoenix, QATEST-Forecasted)
  • Manage and monitor grouped budgets more efficiently
  • Generate consolidated reports and alerts by group
  • Simplify governance by aligning budgets to your organizational structure

📌 For example:
You can create a group named Marketing and add separate monthly budgets for AWS EC2, Azure VM, and GCP BigQuery—all tracked under the same group.

This is especially useful for enterprises with complex teams or cross-cloud operations, enabling centralized visibility with decentralized control.

How do I set budgets by cloud service, account, region, or tag?

Yes, OpsNow FinOps allows you to define budgets using detailed scope filters, enabling precise control over which costs are tracked and monitored.

When creating a budget, you can configure filters using the following dimensions:

  • Cloud Service: Choose AWS, Azure, or GCP as the target platform
  • Account: Apply the budget to a specific cloud account (e.g., dev, prod, test)
  • Region: Limit the budget to specific geographical regions such as us-east-1 or ap-northeast-2
  • Product: Filter by cloud service (e.g., EC2, RDS, S3, Cloud SQL)
  • Tag: Use custom tags (e.g., department=Marketing) to isolate spend for specific teams or projects

📌 Examples

  • Set a budget for AWS / ap-northeast-2 / EC2 only
  • Apply a budget to all resources tagged with Team: FinOps

This flexibility helps organizations manage cost accountability across departments, regions, and workloads while reducing noise from unrelated spend data.

Where can I view the alert history and past notifications for my budget rules?

You can check the alert history directly from the "Alerts" tab on the Budget Detail page in OpsNow FinOps.

Each notification is listed with the following details:

  • Sent Date: When the alert was triggered
  • Threshold Settings: Percentage or fixed value conditions (e.g., 100% Over)
  • Trigger Type: For example, Actual Spend
  • Alert Channel: Email, Slack, Google Chat, Webhook, etc.
  • Recipient(s): Email addresses or Webhook URLs that received the notification

You can also filter, search, and sort the alert history to quickly find specific entries.

📌 Keeping track of alert history helps teams validate when an alert was sent and whether it reached the right stakeholders at the right time.

Can I receive alerts by multiple channels for one budget rule?

Yes, you can.
OpsNow FinOps Plus allows you to configure multiple notification channels for a single budget rule.

For example, when a budget reaches 90% of its threshold, alerts can be sent simultaneously through the following channels:

  • 📧 Email: You can add multiple recipients.
  • 💬 Slack: Integrated via team channels or custom webhooks.
  • 💬 Microsoft Teams, Google Chat, and other messengers will also be supported progressively.

By sending alerts across multiple platforms at once, teams can stay informed in real time and respond quickly to avoid budget overruns.

How do I set budget alert thresholds and notification channels?

In OpsNow FinOps Plus, you can configure budget alert thresholds based on usage percentage or absolute dollar amounts, and designate the notification channels and recipients.

📌 Examples of Alert Thresholds

  • Alert when 80% of the budget is used
  • Alert when spending exceeds $1,000
  • Alert when actual usage exceeds budget by 10% or more

⚙️ How to Configure

  1. Go to [Budgets] > [Create Budget] or edit an existing budget
  2. In the [Set Alerts] step, configure the following:
    • Threshold: Percent or dollar amount
    • Trigger Type: Actual Spend, Forecasted Spend, etc.
    • Alert Channel: Email (Slack, Webhook, and others will be supported soon)
    • Recipient: Add one or more email addresses

🔁 Multiple Channels and Recipients Supported
You can add multiple alert channels and multiple recipients for a single budget item, making it easier to manage alerts at the team level.

📌 By using pre-alerts, you can proactively detect overspending risks before they happen and maintain greater control over your cloud budget.

Can I manage separate budgets for each department or team?

Yes, OpsNow FinOps Plus allows you to set and manage independent cloud budgets for each department or team.

You can allocate specific budgets to different organizational units—such as marketing, development, or project teams—and track usage, set alerts, and monitor overspending individually for each group.

✅ Example budget scopes:

  • Account: Based on cloud accounts mapped to each team or business unit
  • Product: Focused on services used by specific teams (e.g., EC2, RDS, Azure VM)
  • Cost Center or Tag: Aligned with internal financial structures or tagging strategies

📌 All configured budgets are visualized separately in the Budgets menu, and email alerts are triggered when projected usage exceeds the defined thresholds.

Where can I view actual cloud usage against my set budgets?

In OpsNow FinOps Plus, the Budgets menu allows you to easily track actual usage versus your set budgets through intuitive visual graphs.

For each budget item, the following data is clearly visualized:

  • Current usage percentage against the set budget
  • Alerts for overages or nearing limits
  • Usage trend graphs (daily/monthly cumulative usage)
  • Visual indicators when custom thresholds (e.g., 80%, 100%) are reached

📊 Budget status is displayed using color-coded progress bars and line charts for quick analysis.
Clicking on each budget reveals detailed breakdowns, including historical spending, thresholds, and notification history.

📌 Supports AWS, Azure, and GCP — all budget usage data can be centrally monitored in one place.

Can I set budgets on a monthly, quarterly, or annual basis?

Yes, OpsNow FinOps Plus allows you to configure cloud budgets by month, quarter, or year depending on your financial planning needs.

You can align the budget period with your organization's accounting cycle, enabling precise cost tracking and proactive alerting based on each chosen term.

📅 Supported budget cycles:

  • Monthly Budget: Resets every month—ideal for short-term cost control and frequent monitoring.
  • Quarterly Budget: Covers a 3-month period—useful for tracking seasonal trends or project-based expenditures.
  • Annual Budget: Spans an entire year—recommended for long-term planning and enterprise-wide budgeting.

🔔 Each cycle includes automatic threshold tracking and preemptive alerts when usage approaches or exceeds your defined limits.

📌 Fully supported across AWS, Azure, and GCP environments.

Can I receive alerts before my cloud budget is exceeded?

OpsNow FinOps Plus offers proactive budget alerts to notify you before your cloud spending exceeds your set limits.

This feature helps organizations detect budget overages in advance and take preventive actions before costs spiral out of control.

📊 Example Use Case:

  • Monthly budget: $1,000
  • Alert threshold: 80%
  • Result: When spending reaches $800, an alert is automatically sent via email

Threshold options:

  • Percentage-based: 50%, 80%, 90%, 100%, etc.
  • Fixed amount: Alerts can also be triggered based on a specified dollar value

Supported cloud platforms:

  • AWS, Azure, and GCP
  • Alerts are currently delivered via email
  • Integration with Slack, Microsoft Teams, and other messaging platforms is planned

📌 Benefits:

  • Prevent overspending before it happens
  • Notify finance, operations, or cloud teams in real time
  • Improve cloud cost control and accountability across departments

What budget units can be configured?

OpsNow FinOps Plus allows you to set budgets with a high level of flexibility across different organizational and resource units. This feature is supported across AWS, Azure, and GCP, and you can apply multiple filters to define budgets by department, project, region, service, or custom tags.

✅ Supported Budget Dimensions

Dimension Description
Account Configure budgets at the level of individual cloud accounts or account groups.
Product Allocate budgets per service, such as EC2, S3, RDS, Azure VM, etc.
Region Segment budgets by region (e.g., us-east-1, ap-northeast-2) to control spending geographically.
Tag Define budgets based on custom tags assigned to cloud resources.
Project / Team (Budget Group) Organize budgets by project or department for clear accountability.

📌 For example, using a combination of Tag = Team:Dev and Product = EC2, you can track the EC2 usage of the Dev team specifically.

🔍 Budget Configuration Options

  • Budgets can be set on a monthly or annual basis.
  • You may manually input amounts per period or use the autofill option with a projected monthly growth rate
    .

📊 Real-Time Monitoring & Alerts

  • Notifications are automatically sent via email when actual spending exceeds the configured thresholds.
  • Visual budget vs. spend charts help identify overspending trends and control risk proactively.

📌 By configuring budget units in detail, your organization can achieve precise financial control aligned with your operational structure — ensuring both budget efficiency and proactive oversight.

What does the Budget feature support?

The Budget feature in OpsNow FinOps Plus enables proactive budget planning and real-time alerting for cloud spend management.

Key capabilities:

  • Budget Planning: Set monthly or yearly budgets by Account, Project, or Product
  • Scope Filtering: Apply budgets to all services or filtered by Account, Product, or Region
  • Overspend Detection: Get email alerts when actual spend exceeds defined thresholds (by % or amount)
  • Visualization: Track overspend, usage trends, and alert history with Budget Preview
  • Auto-Distribution: Automatically calculate monthly budgets using initial amount and growth rate
  • History Tracking: Review changes and alert logs in the Budget History tab

This helps organizations control spend effectively and respond quickly to budget overruns.

Can I quickly review the anomaly detection results at a glance?

Yes, you can.
OpsNow FinOps Plus automatically sends an email report summarizing detected cost anomalies.

📧 Email Report Includes:

  • Total number of anomalies and the detection date
  • Analysis type (Manual or AI) and criteria (e.g., Account, Product)
  • Cost comparison by period (e.g., Oct 1–3 vs Oct 4–6)
  • Differences between projected and actual costs per account or service
  • Rate of change (%) with upward anomaly indicators

📌 The report is delivered automatically based on the set schedule (daily or weekly), and you can click through to view full details on the Anomalies dashboard.

Can anomaly detection be limited to specific services or accounts?

Yes, OpsNow FinOps Plus allows you to limit anomaly detection to specific services, accounts, or regions.

🎯 For example:

  • Focus only on accounts that frequently show cost fluctuations
  • Monitor anomalies in high-cost services such as EC2, RDS, or S3
  • Restrict detection to specific regions like us-east-1

📌 This helps reduce unnecessary alerts and enables you to monitor only where the real cost risks are.

Detection scope filtering is available in both User Rule (manual detection) and AI Rule (automated detection) modes.

What does AI-based anomaly detection do?

AI-based anomaly detection in OpsNow FinOps Plus goes beyond simply identifying abnormal spending—it also provides the possible cause and quantifies the difference between predicted and actual spending in both value and percentage.

For example, if there's a cost spike on a specific date, the system might highlight:
"Region: US-East / Product: EC2 anomaly detected"—clearly showing where and what caused the anomaly.

In the UI, users can easily visualize deviations through a cost trend graph that overlays predicted and actual spending, helping to understand when and how much the deviation occurred.

📌 These insights help teams quickly narrow down the root cause and proactively eliminate unnecessary cost spikes.

What is an Organization in OpsNow?

An Organization in OpsNow FinOps Plus is a dedicated space where cloud resources, cost data, and policy settings can be independently managed and monitored by specific teams or departments.
Each company account can create up to 10 organizations, and access to each organization is strictly permission-based—only authorized users can view or manage its cloud data.

Organizations are ideal for companies that need to:

  • ✅ Separate cloud costs by team, business unit, or project
  • ✅ Assign clear ownership and visibility across departments
  • ✅ Monitor usage and spending without data overlap
  • ✅ Maintain security while working with internal teams and external partners

With OpsNow, each organization can manage:

  • 💰 Cloud cost trends and optimization opportunities
  • 📊 Resource usage and performance indicators
  • 🔐 Governance policies and compliance configurations

You can also assign users to different organizations with role-based access controls, helping you maintain data isolation, accountability, and operational efficiency across multi-cloud environments.

📌 If your company manages multiple teams or departments in the cloud, OpsNow Organizations help you build a scalable and secure FinOps model.

How do I delete my OpsNow account?

If you no longer wish to use OpsNow, you can permanently delete your account directly through the [Profile] menu. Once deleted, all account-related data is permanently removed and cannot be recovered.

✅ Steps to delete your account:

  1. Go to the [Profile] section from the left-hand navigation.
  2. Scroll down to the Delete Account section at the bottom of the page.
  3. Click the [Delete] button.
  4. Carefully read the warning message and follow the on-screen confirmation steps to finalize the deletion.

⚠️ Important notes:

  • Once deleted, your account data, profile settings, and usage history cannot be recovered.
  • Even if you sign up again using the same email address, your previous data will not be restored.
  • If your account has admin or ownership privileges, you may need to transfer organization access or close the workspace before deletion is allowed.

How do I change my user name?

OpsNow allows users to change their display name (User Name) directly from the [Profile] menu. This name is used throughout the platform to identify you in dashboards, team views, and collaboration features.

To update your user name, follow these steps:

  1. Go to the [Profile] section from the left-hand menu.
  2. Enter the new name in the User Name input field.
  3. Click the [Save] button to apply the changes.

Once updated, your new name will be reflected in:

  • Internal team member lists and dashboards
  • Areas where your account appears within the organization
  • Collaboration views visible to Admins or other users

💡 Your user name is separate from your email address and can be updated anytime by the account owner. It helps personalize your OpsNow experience and improve clarity during collaboration.

Can I create a restricted role that allows access to only specific menus?

Yes. OpsNow allows you to create custom roles that grant limited access to specific menus such as Billing, Resources, or User Management.

  • Assign view-only or edit permissions for each menu based on the user's responsibilities
  • Customize access controls to fit complex team structures or external collaborator roles
  • Apply the principle of least privilege to minimize exposure and reduce operational risk

📌 This is especially useful for organizations that manage cloud operations across finance, security, and engineering teams, allowing each team to see and act only on what they need.

How can I quickly set up different member configurations for each organization?

How can I quickly set up different member configurations for each organization?

OpsNow allows you to assign users and roles during the organization creation process, enabling fast setup of team structures.
You can also import predefined role templates or duplicate existing group settings to apply access policies more efficiently.

  • Invite users and assign roles at the time of organization setup
  • Apply permissions to teams or departments in bulk with minimal effort
  • Maintain security with role-based access and least privilege principles

📌 This feature is especially useful for managing multiple organizations or global teams, significantly reducing setup time while improving administrative efficiency and access control.

How can I deactivate or remove a user from an organization in OpsNow?

In OpsNow FinOps Plus, when a team member leaves the company, changes roles, or an external partnership ends, you can remove their access to cloud data by deleting the user from the organization.
This is an essential step for maintaining security and access control.

✅ How to remove a user from an organization:

  1. Go to [Settings] > [Organization] from the main menu.
  2. Select the organization you want to manage.
  3. Click the [Members] tab at the top.
  4. Find the user you want to remove, and click the ‘X’ icon next to their name.

🔒 Important notes when removing a user:

  • Removing a user from an organization does not delete their OpsNow account.
  • Once removed, the user loses all access to the organization's cloud data, cost information, and settings.
  • If a user no longer belongs to any organization, they will only be able to access the [Settings] menu.
  • To permanently delete or deactivate an account, a separate account management process is required (see related FAQ).

📌 This feature is especially important for:

  • Offboarding employees
  • Ending external partner access
  • Restricting access after internal role changes

What's the difference between inviting an Owner and a General User in OpsNow?

In OpsNow FinOps Plus, inviting a user as an Owner or as a General User determines the level of control they have within the organization. This distinction ensures proper role-based access control and helps minimize security risks.

✅ Owner Invitation

  • Grants full administrative rights over the organization, including:
    • Creating/deleting the organization
    • Connecting or disconnecting cloud accounts
    • Managing all user roles and permissions
  • Only Owners can access sensitive features like billing, policy enforcement, and security settings
  • Recommended for: Organization admins, security leads, FinOps managers

✅ General Invitation

  • Used to invite users with limited permissions, such as:
    • Read Only (view-only access)
    • Read & Write (with restricted operational scope)
  • Role can be selected at the time of invitation and updated later
  • Ideal for: Team members, external partners, project contributors

🔐 Security Best Practices

  • Assign Owner role only to users who need full control, such as cloud administrators or team leads
  • Invite all other users with the minimum required role to avoid unnecessary access exposure

Our company operates multiple cloud environments by organization. How can we manage user access separately?

OpsNow FinOps Plus supports multi-organization (Organization) architecture, allowing you to operate separate cloud environments within a single account while applying granular access controls per organization.

✅ How Access Control Works in Multi-Organization Environments:

  • Organization-Level Access Separation:
    Each organization can be linked to its own set of cloud accounts (AWS, Azure, GCP). Users only see and access data within the organization(s) they’re assigned to.
  • Role Assignment per Organization:
    A single user can have different roles across organizations. For example, they can be an Admin in one organization and Read-Only in another.
  • Operational Isolation & Security:
    Although users log in with one OpsNow account, data and permissions are completely separated by organization, reducing security risk and improving compliance.
  • Customizable Role & Access Policies:
    Define access levels at a granular level — including menus, features, and resource types — to suit enterprise or managed service provider (MSP) use cases.

📌 Best for:

  • Enterprises operating separate cloud environments by subsidiary, team, or department
  • Organizations needing strong access separation for compliance or operational clarity
  • MSPs or holding companies managing multiple clients or entities under one OpsNow instance

What are the benefits of using user groups for more efficient management?

In OpsNow FinOps Plus, the User Group feature enables administrators to manage large numbers of accounts more efficiently by grouping users with similar roles or responsibilities. This greatly reduces repetitive tasks and ensures consistent access control.

✅ Benefits of Using User Groups:

  • Bulk Role and Permission Assignment:
    Assign the same role and access level to all members in a group — no need to configure each user individually.
  • Organization-Level Grouping:
    Assign an entire group to a specific Organization for fast deployment across teams or business units.
  • Consistent Security Policy Enforcement:
    Apply read-only access to some groups, admin access to others — ensuring clear separation of duties and compliance with internal policies.
  • Streamlined Onboarding:
    When new users join, simply add them to the appropriate group to automatically apply the correct settings.

📌 Ideal for:

  • Large teams managing hundreds of user accounts
  • Organizations needing standardized permission control across business units
  • Admins looking to reduce manual work and human error in access configuration

Can I securely share sensitive data within the organization with external users?

Yes. OpsNow FinOps Plus provides fine-grained access control to help you securely share cloud data with external collaborators while maintaining strict organizational boundaries.

✅ How to securely share with external users:

  • Assign Read-Only Access:
    When inviting external users, you can assign them a Read-Only role, which limits their access to view-only permissions and prevents them from making changes to infrastructure settings.
  • Limit Access to a Specific Organization:
    You can restrict users to a single Organization, ensuring they only see data relevant to their assigned project or department — not the entire cloud environment.
  • Use Custom Roles:
    Create custom roles with tailored access permissions, such as granting access only to billing data or specific dashboards.

🔐 Use Cases:

  • Sharing cloud usage data with external consultants or vendors
  • Allowing access only to a specific project’s resources
  • Preventing unauthorized access to sensitive internal data by limiting user roles and scope

What is the process for inviting a new user to the organization?

In OpsNow FinOps Plus, you can securely invite new team members or external partners to your organization with just their email address.
📌 During the invitation process, you can assign a specific role and organization to ensure least-privilege access is granted.

✅ Steps to Invite a New User:

  1. Go to [User Management] and click the ‘+ Invite’ button
  2. Enter the email address of the user to be invited
  3. Select the Organization the user will belong to
  4. Assign the appropriate Role (e.g., Member, Admin, or custom role)
  5. Click [Invite] to send an email invitation

🛡️ Tips for Security and Access Control:

  • When inviting external collaborators, assign Read-only roles to restrict access.
  • Use the Owner invitation only for internal administrators with full privileges.
  • You can manage access by separating permissions per organization, which is ideal for multi-team or multi-project operations.

How are user permission types distinguished in OpsNow?

OpsNow FinOps Plus defines user permissions across three roles: Owner, Admin, and Member. Each role determines what a user can see or manage within an organization.

✅ Owner

  • Has the highest level of access across the entire organization
  • Can perform the following:
    • Invite, delete, and assign roles to users
    • Create and manage organizations
    • Register and remove cloud accounts
    • View and update billing and payment settings
  • Best suited for enterprise administrators or cloud ops leads

✅ Admin

  • Has limited management rights within the assigned organization
  • Can:
    • Manage users within the same organization
    • Register and view cloud accounts
    • Access cost, resource, and optimization insights
  • Ideal for team leads or technical managers

✅ Member

  • Has read-only access to cloud cost and resource data
  • Cannot invite users or change account settings
  • Suitable for general users, analysts, or external stakeholders needing visibility only

Is there a limit on the number of users I can invite in OpsNow?

No, there is no limit to the number of users you can invite to your organization in OpsNow FinOps Plus.
You can freely add internal team members, departments, or external partners to collaborate within your cloud environment.

Each user is assigned a role-based access level (RBAC) at the time of invitation, including:

  • ✅ Owner – Full organization control
  • ✅ Admin – Manage users and cloud accounts
  • ✅ Member – View-only access to cost and resource data

This structure allows you to safely manage a large number of users while maintaining clear access control and governance.

📌 OpsNow is designed to scale with your team—whether you're managing a small startup or a large enterprise with cross-functional cloud teams.

Can I create multiple organizations under one company account?

Yes. In OpsNow, a single company account can create up to 10 organizations, each acting as an independent workspace for managing cloud cost analysis, resource usage monitoring, and governance policies.

This feature is ideal for enterprises managing multiple departments or regional teams, as it enables you to separate cloud visibility and control by organizational unit.
Each organization allows you to assign user permissions independently, helping you enforce access control and limit visibility to only relevant data.

✅ Use this feature to optimize multi-team operations, improve cost governance, and maintain security across your cloud environments.

Can I delete an organization?

Yes, OpsNow FinOps Plus allows you to delete organizations that are no longer in use. To delete an organization, go to [Settings > Organizations], select the organization you want to delete, and click [Delete Organization] at the bottom of the detail page.

🧩 Important reminders before deleting an organization:

  • Cloud accounts will be removed: All AWS, Azure, and GCP cloud accounts linked to the organization will be permanently deleted.
  • All collected data will be lost: Cost data, resource usage history, and optimization records associated with the organization will be permanently erased.
  • Irreversible action: Once deleted, the data cannot be recovered. We recommend backing up important reports or exporting data in advance.
  • User access will be revoked: All user roles and permissions associated with the organization will be removed.

💡 When should you delete an organization?

  • After project completion, department restructuring, or organizational changes
  • When rebuilding your cloud account structure and cost segmentation
  • When the maximum number of organizations (10 per company) is reached, and you need to free up space

✅ Deleting unused organizations regularly helps maintain cost visibility, improve security, and optimize cloud management structure in complex environments.

What is the difference between deactivating and removing a user account in OpsNow?

In OpsNow FinOps Plus, when a user no longer requires access—due to offboarding, contract changes, or inactivity—you can either deactivate or remove their account.
While both methods serve to protect your organization’s data, they differ in terms of how the account is handled.

✅ Deactivate: Temporarily restrict access

  • The user account remains in the system, but all service access is blocked.
  • The account can be reactivated later, preserving access history and organizational ties.
  • Best for:
    • Long-term absences (e.g., leave of absence)
    • Temporary suspension of partners or external vendors
    • Internal security audits

❌ Remove: Permanently delete the account

  • The account is completely removed from OpsNow.
  • The user loses all access and must be reinvited to join again if needed.
  • Best for:
    • Offboarded employees
    • Terminated vendor or partner accounts
    • Irrecoverable security concerns

📌 Summary Table

Action Deactivate Remove
Account Exists ✅ Yes ❌ No (permanently deleted)
Access Allowed ❌ No ❌ No
Reuse Later ✅ Possible (reactivate anytime) ❌ Not possible (must re-register)
Use Case Leave of absence, temporary suspension Termination, offboarding, contract ended

📌 Regularly deactivating or removing unused accounts helps prevent unauthorized access and strengthens your organization’s overall security posture.

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Can I export commitment reports to Excel or CSV format?

Yes, OpsNow FinOps Plus’s My Commitments feature allows you to export all commitment-related data as Excel (.xlsx) or CSV files for detailed reporting, internal collaboration, or external audits.

🔍 Key data included in the export

  • Commitment details (type, service, account, region, start/end date)
  • Current utilization rate
  • Commitment coverage
  • Estimated savings and ROI
  • Underutilization risk indicators
  • Recommended purchase options and savings forecasts

💡 Practical use cases

  • Submitting monthly commitment utilization reports
  • Sharing usage insights with finance or cloud operations teams
  • Supporting strategic commitment planning and budget allocation
  • Providing documentation for financial or compliance audits

📌 You can export data exactly as filtered and sorted on the screen.
Each tab — Recommendations, Coverage, Utilization, and Inventory — supports independent data export.

Can I identify areas with high On-Demand usage and find opportunities to switch to commitment plans?

OpsNow FinOps Plus offers a powerful feature within the My Commitments menu that identifies services or accounts with high On-Demand usage and provides data-driven recommendations on how switching to commitment plans (e.g., Savings Plans, Reserved Instances) could reduce your cloud spending.

🔍 What insights are provided?

  • Breakdown of On-Demand usage by service and account
    • e.g., EC2, RDS, Aurora, GCP Cloud SQL, Azure VM
  • Current On-Demand spend per resource
  • Estimated cost savings and ROI if converted to a commitment plan
  • Recommended commitment types (1-Year vs. 3-Year, No Upfront vs. All Upfront)

💡 How does this help?

  • Enables strategic decision-making for timing and scale of commitment purchases
  • Helps finance teams evaluate ROI and optimize budgets
  • Supports operations teams in reducing unnecessary On-Demand costs
  • Can be used alongside AutoSavings to enhance optimization coverage

📌 This feature is especially valuable when On-Demand costs are steadily rising.

It clearly answers:
“How much could we save right now by switching to a commitment?”

How can I identify if a cloud service or account is over- or under-committed?

The Coverage tab in OpsNow FinOps Plus – My Commitments provides a clear visualization of commitment coverage across services, accounts, and instance types. This helps organizations detect misaligned commitments and take action before waste or penalties occur.

✅ Identify Over-Provisioned Commitments

  • If a specific account or service shows a coverage rate over 100%, it means the committed usage exceeds actual consumption.
  • This may lead to unused commitments and potential financial waste.

✅ Identify Under-Covered Usage

  • If a workload is running entirely on On-Demand without any applied commitments (e.g., Savings Plans or RIs), the organization is missing out on available discounts.
  • These areas represent cost optimization opportunities.

✅ Visual Dashboard

  • The Coverage tab displays commitment vs. usage using bar charts and percentages.
  • You can instantly see the coverage rate for each service, account, or instance family, including:
    • Total committed cost
    • Actual covered usage
    • On-Demand spending

💬 Example:

“In the Asia Pacific (Seoul) region, the Aurora MySQL service shows 125% commitment coverage, indicating over-provisioning, while EC2 t3.medium instances are still billed as On-Demand, highlighting a gap in coverage.”

Benefits

  • ✅ Reduce waste from underutilized commitments
  • ✅ Convert On-Demand spend into discounted usage
  • ✅ Enable strategic commitment planning by account and service

Can OpsNow recommend when and how much commitment I should purchase?

Yes. OpsNow FinOps Plus’s My Commitments > Recommendations tab helps organizations optimize cloud costs by recommending the ideal timing and amount of additional commitment purchases (e.g., Savings Plans or Reserved Instances). These insights are particularly helpful for financial and cloud operations teams looking to improve cost efficiency.

All recommendations are generated by OpsNow Insight AI, which analyzes:

  • ✅ Historical cloud spend and usage trends over the past 3 months
  • ✅ Current commitment utilization and coverage gaps
  • ✅ Forecasted savings potential based on additional commitment simulation

Each recommendation includes detailed quantitative metrics such as:

Metric Description
Estimated Monthly Savings The cost savings achievable by purchasing additional commitments
Coverage Rate Increase The improvement in cost coverage (reduction in on-demand spend)
Return on Investment (ROI) Projected efficiency of the commitment (e.g., ROI 4.5x)
Optimal Commitment Structure Suggested term (1yr vs 3yr), payment type (All Upfront, No Upfront, Partial)

💬 Example AI-generated suggestion:

“Based on your average usage over the last 3 months, an additional $1,000/month in commitments is expected to yield approximately 12% in monthly savings (ROI 4.5x, +8% coverage improvement).”

🔍 These insights enable organizations to make data-driven decisions on cloud commitment purchases, ensuring maximum cost savings and resource efficiency. Thanks to OpsNow Insight AI, users can confidently plan and justify long-term commitment strategies with clearly measurable outcomes.

Can I receive alerts before my cloud commitment expires?

OpsNow FinOps Plus – My Commitments provides proactive monitoring of commitment expiration dates (e.g., Reserved Instances, Savings Plans). The platform automatically flags commitments that are set to expire within 30 days and delivers email alerts to help teams take timely action.

This feature is especially useful for preventing situations where key commitments expire without renewal, causing cloud resources to fall back to costly On-Demand pricing.

🔍 Key Features

  1. Automatic detection and highlighting of expiring commitments (30 days in advance)
    • In the Inventory tab, any commitment nearing expiration is flagged visually with clear indicators.
  2. Scheduled email notifications
    • Notifications are sent to designated recipients, ensuring that finance or DevOps teams are aware of upcoming expirations and can prepare for renewals.
  3. Actionable recommendations
    • Expiring commitments are accompanied by renewal or AutoSavings suggestions, enabling fast decision-making and preventing budget leakage.

✅ Benefits

  • Avoid losing long-term savings due to missed renewals
  • Improve visibility and control over commitment lifecycles
  • Enhance budget forecasting and cloud cost predictability

How can I identify underutilized commitments that are at risk of non-compliance?

The My Commitments feature in OpsNow FinOps Plus automatically detects cloud commitments that are not being fully utilized and flags them as Underutilization Risk. This feature is especially effective in identifying commitments that may incur penalties due to underuse, enabling teams to take early action and avoid unnecessary costs.

🔍 Detailed Features

  1. Real-Time Monitoring of Commitment Utilization Rate
    • Tracks usage amounts, unused amounts, and remaining contract periods per commitment.
    • Flags any commitment that is not being consumed at the expected pace as Underutilization Risk.
  2. Automatic Detection of High-Risk Items
    • When usage is low relative to the committed amount or when usage trends indicate it won’t be fully used by the end of the term, the system automatically warns you.
    • Example: A 3-year Reserved Instance is purchased, but less than 20% has been utilized.
  3. AI-Powered Predictive Analytics
    • OpsNow Insight AI analyzes historical usage patterns and resource trend changes to proactively detect commitments that are at increased risk of underuse in the future.
  4. Early Warning and Action Guidance
    • When an Underutilization Risk is detected, OpsNow provides in-depth insights along with strategic recommendations such as redesigning usage plans or switching to AutoSavings.

✅ Expected Benefits

  • Avoid penalties due to non-compliance with committed usage
  • Minimize waste and optimize commitment planning
  • Improve collaboration between cloud operations and finance teams (e.g., accelerate decisions on resizing or reassigning resources)

How can I find the best commitment purchase option for our organization?

The Recommendations tab in OpsNow FinOps Plus > My Commitments helps organizations identify the most cost-effective AWS commitment options—such as Savings Plans and Reserved Instances—based on actual cloud usage patterns. These recommendations are powered by OpsNow Insight AI, which performs advanced analysis to deliver personalized suggestions with high accuracy.

🔍 Key Benefits of AI-Based Commitment Recommendations

  1. Data-Driven Simulation
    • OpsNow Insight AI analyzes current usage by instance type, region, platform, and runtime behavior to simulate the most cost-efficient commitment scenarios across 1-year and 3-year terms, and various payment types (No Upfront, Partial Upfront, All Upfront).
  2. Transparent Metrics for Comparison
    • Each recommendation includes quantitative metrics:
      • Estimated Monthly Savings (e.g., $984.95/month)
      • Expected Coverage Rate (e.g., 94.84%)
      • Savings Rate, ROI projections, and side-by-side comparison of term/payment options
    • This empowers finance and DevOps teams to make decisions based on clear, objective data.
  3. Balanced Cost vs. Flexibility
    • For teams with budget constraints, options like No Upfront or Partial Upfront are highlighted.
    • For teams aiming to maximize ROI, 3-year All Upfront plans with the highest savings are recommended.
  4. Audit-Friendly Recommendation Engine
    • Each AI-based suggestion includes detailed justifications, making it easier to use in internal budget reviews, financial reports, or procurement workflows.

✅ Business Value

  • Avoid overcommitting or underutilizing cloud discount plans
  • Maximize long-term cloud cost savings through accurate, scenario-based projections
  • Strengthen internal transparency and trust through AI-driven, traceable recommendations

How can I check if my cloud commitments are being effectively utilized?

📌 OpsNow FinOps Plus offers a My Commitments dashboard that helps you track the real-time utilization of your cloud savings commitments such as Reserved Instances (RIs) or Savings Plans across AWS, Azure, and GCP.

Through this feature, you can view key indicators for each active commitment:

  • ✅ Amount used vs. committed
  • ✅ Remaining unused amount or percentage
  • ✅ Utilization rate over time
  • ✅ Forecasted consumption pace vs. remaining days
  • ✅ Inclusion of on-demand usage in the commitment

If any commitment shows a low utilization rate (e.g., below 50%), you’ll receive a Below Threshold Alert warning you of potential waste or underutilization.

💡 This allows you to identify and address inefficient commitments in advance, align your usage with your contracts, and improve your overall cloud cost efficiency.

What is the purpose of the My Commitments feature?

My Commitments is a unified management feature in OpsNow FinOps Plus that helps organizations maximize the value of their cloud commitments—such as Savings Plans, Reserved Instances (RIs), and Committed Use Discounts (CUDs)—while minimizing waste.

It solves key challenges faced by cloud finance and operations teams:

✅ What problems does it solve?

  • "We’re not sure if our existing commitments are being fully utilized."
    → My Commitments provides real-time tracking of usage rates, savings amounts, and utilization ratios to identify underused or wasted commitments.
  • "We don’t know when or what kind of new commitment to purchase."
    → The Recommendations tab analyzes current usage patterns and suggests optimal commitment options (e.g., 1-year vs. 3-year, no upfront vs. partial upfront).
  • "We’re spending too much on On-Demand because coverage is low."
    → The Coverage tab visually highlights how much of your cloud usage is covered by existing commitments vs. On-Demand spend, helping identify savings opportunities.
  • "We missed a commitment renewal and incurred unexpected costs."
    → The Inventory tab displays start/end dates and remaining terms for each commitment, so you can plan renewals or trigger AutoSavings in time.

🔍 Key Features Summary

Feature Description
Utilization Analyze usage rate, savings amount, and cost efficiency for each commitment
Coverage Visualize coverage ratio across all usage and detect On-Demand overages
Recommendations Receive intelligent suggestions for new commitments based on real-time usage
Inventory View all commitment details including type, term, scope, and payment structure

📌 My Commitments supports AWS, Azure, and GCP, and helps organizations take control of their commitment strategy—ensuring efficient usage, timely renewals, and data-driven optimization.

Service access is restricted due to non-payment. How can I check the invoice?

If your OpsNow FinOps Plus subscription has been temporarily suspended due to non-payment or billing failure, access to platform features may be limited.
However, invoice and billing information can still be accessed through authorized users.

✅ How to check the invoice:

  • Regular users cannot access invoices directly.
    To view the invoice, a request must be made to a user with Owner privileges—who has access to the [Billing] menu.
  • The Owner can go to [Billing > Billing Contacts] and register the email address of the person requesting invoice access.
  • Once added, even non-OpsNow users (e.g., finance team or external partners) will receive invoice notifications by email and can view the invoice without needing a login.

📌 OpsNow supports a flexible billing contact system so that invoices can be securely shared with external stakeholders—even when access to the service is restricted due to payment issues.

How can I delete a registered payment card?

In OpsNow FinOps Plus, you can delete a registered credit card from the [Billing > Payment Methods] menu.
However, if the card is currently being used for an active subscription (e.g., AutoSavings or Standard Plan), deletion will be restricted.

✅ When deletion is restricted:

  • The card is linked to an active subscription
  • Deleting the card without replacing it may cause payment failure or service disruption

🔄 Steps to safely delete a card:

  1. Go to [Billing > Payment Methods] and locate the card you want to delete
  2. Check if the card is currently used for any active service
  3. Take one of the following actions first:
    • ✅ Switch to another payment method for that service
    • ✅ Cancel the associated subscription
  4. Once the card is no longer in use, click Delete to remove it safely

📌 To safely delete a registered payment card, make sure to either update the payment method for any linked services, or cancel the related subscription before proceeding.

How can I change my payment card?

he method for changing your payment card in OpsNow FinOps Plus depends on your region.

✅ For customers in the US region
Go to [Billing > Payment Method], add a new card, and click [Set Default] to make it the default payment method.
You can also delete the old card using the [Remove] button.
Note: If the card is currently used for an active subscription, such as AutoSavings, you must switch to a new card first before removing the existing one.
→ Card information is securely processed and stored via Stripe.

✅ For customers in the Korea region
Card changes are not available through the system due to StepPay integration.
📩 Please contact [Customer Support] to request a card update.
→ Identity and business validation may be required during the process.

How is payment processed?

OpsNow FinOps Plus offers different billing methods depending on the customer’s region and subscription plan. Below are the details by plan type:

✅ Standard Plan

  • For customers in the U.S. region
    Payments are automatically processed via Stripe, using the credit card information provided at the time of subscription.
    Stripe is a widely trusted global payment gateway used by leading SaaS providers.
  • For customers in the South Korea region
    Payments are processed automatically via StepPay, based on the registered credit card.
    StepPay supports KRW billing, electronic tax invoices, and is optimized for Korea’s payment environment.

✅ Premium / Enterprise Plan

  • Applies globally to all regions
    For Premium and Enterprise plans, bank transfer (wire transfer) is the default payment method.
    OpsNow issues a tax invoice or formal billing invoice, and the billing frequency (monthly, quarterly) and payment terms (e.g., Net 15, Net 30) are defined during the contract process.

This invoicing model is ideal for enterprise-scale organizations and is commonly used in B2B SaaS agreements worldwide.

📌 For requests related to invoice details, billing frequency changes, or upgrading your plan, please visit the [Settings > Billing] menu or contact our support team.

My payment failed or is delayed.

If the payment fails, it is necessary to check whether the registered card has not expired.

Please verify the card information in [Billing > Payment Method]. If you update to valid payment card information, the payment will be retried within 1 day.

If there is a payment delay of more than 30 days after invoice issuance, AutoSavings service usage will be suspended.

In case of unpaid invoices for up to 3 months from the invoice date, the subscription will be canceled.

Can I use the service for free?

Yes, OpsNow FinOps Plus offers a free trial during promotional periods, allowing first-time users to explore the platform without submitting payment information.

During the trial period, you can access the following core FinOps features without limitations:

✅ Free Trial Features Include:

  • Multi-cloud cost analytics and visualization (AWS, Azure, GCP)
  • Resource usage monitoring and optimization recommendations
  • Budget management, cost anomaly detection, and governance reporting
  • Actionable insights to improve cloud cost efficiency

📌 Please note that the free trial is only available during specific promotional events.
Once the trial ends, you can continue using the service by selecting an appropriate paid subscription plan.

If the free trial promotion has ended, you can still contact our Customer Support to request a personalized demo.
Our team will guide you through the platform and show you how OpsNow can optimize your cloud operations and reduce costs.

What types of personal data does OpsNow collect and retain?

OpsNow collects and securely retains various types of personal and service usage data to provide cloud cost optimization, account management, user support, and security monitoring.
All data is processed based on user consent, legal compliance and global cloud security standards.

✅ Categories of Personal Data Collected

🟦 Basic Identification Information
  • Email address (required)
  • Full name
  • Company and department
  • Phone number
  • Preferred language
  • Billing information (credit card number, expiration date, etc.)
🟦 Support & Operational Data
  • Email messages and tickets submitted to OpsNow support
  • Technical support logs and attachments (e.g., screenshots, error logs)
  • Organization profile and history of requests or configuration changes
🟦 Login & Authentication Information
  • Login and logout timestamps
  • IP address, browser, and device metadata
  • Multi-factor authentication (MFA) logs and verification history
🟦 Service Usage Activity (Expanded Scope)
  • Cloud resource usage records (from Usage menu)
    • Instance lists and status (running, stopped, terminated)
    • Region, instance type, OS, vCPU count, lifecycle type (on-demand, reserved, spot)
  • Cost analytics logs (from Analytics menu)
    • Daily/monthly spend per account
    • Cost distribution breakdown
    • Custom analytics queries and tag-based filters
  • Optimization logs (from Optimization menu)
    • Resource right-sizing (e.g., downsizing, modernization) suggestions and actions
  • UI interaction data
    • Filter usage, date range selections, and dashboard behavior tracking

✅ Security and Legal Compliance

OpsNow protects all collected personal information and service records through an encrypted storage and access-controlled security system.

Our data retention and deletion policies are strictly managed in accordance with domestic and international regulations, including the Personal Information Protection Act, the Electronic Financial Transactions Act, and the Protection of Communications Secrets Act.


💡 You may request a data backup or early deletion within 6 months after account deactivation by contacting customer support or your organization admin.

How long does OpsNow retain customer data?

OpsNow retains customer data based on customer type (paid, free, trial) and data category in compliance with global data security standards and relevant privacy laws, including GDPR and Korean data protection regulations.

✅ General service data (e.g., cost, asset, usage history)

  • Paid customers: Data is stored for a minimum of 13 months, up to 3 years.
  • Free/trial customers: Data is retained for up to 1 year starting from the trial activation date.

This includes cloud cost analysis, resource utilization logs, and optimization history.

✅ Billing data (invoices, payment history)

  • Regardless of customer type, billing records are retained until the account is deleted.
  • After account deletion, data is either removed or anonymized according to OpsNow's internal policies.

✅ Personal information

OpsNow may collect and retain the following personal data:

  • Required fields: Email, full name, company name, phone number, preferred language, credit card info
  • Metadata: Login IPs, browser info, service usage history
  • Support data: Customer inquiries, tickets, and file attachments

🔒 These personal details are stored until account deactivation, and are then deleted within the following

Data Category Deletion Timeline
Account registration details Within 3 months of deletion
Payment & billing records Within 5 years
Customer support history Within 3 years
Access logs (login activity) Within 3 months

✅ What happens to data for trial users?

  • For trial users who do not convert to a paid account, some data is deleted immediately.
  • Remaining data is retained for a maximum of 3 months, except for metadata like company name/department, which may be stored for up to 6 months for backup purposes.

✅ Can I request data backup or early deletion after leaving OpsNow?

  • Yes. Within 6 months after account deletion, customers can request:
    • 🔄 A downloadable data backup file via email
    • 🗑️ Immediate early data deletion

Please contact OpsNow Customer Support (CS) or your workspace administrator to submit a request.

OpsNow is committed to protecting customer data through transparent retention and deletion practices that align with legal requirements and industry best practices.

How do I enable Multi-Factor Authentication (2FA/MFA)?

OpsNow offers Multi-Factor Authentication (MFA) to enhance account security by requiring a second layer of verification in addition to your password. Enabling MFA helps prevent unauthorized access and protects your account from identity theft.

✅ How to enable MFA in OpsNow:

  1. Go to the [Profile] section from the left-side menu.
  2. Scroll down to find the Multi-Factor Authentication section.
  3. Click the [Enable] button.
  4. Scan the displayed QR code using an authenticator app such as Google Authenticator or Microsoft Authenticator.
  5. Enter the 6-digit one-time code (OTP) generated by the app to complete registration.

✅ What happens after activation:

  • Every time you log in, you will be required to enter both your password and the MFA verification code.
  • If we detect login attempts from new devices or suspicious locations, MFA will be triggered automatically.
  • MFA is configured per user and can be enabled without admin intervention.

💡 For improved security, we recommend enabling MFA for all users in your organization.

Where can I find the information required to set up SSO?

To configure SAML-based Single Sign-On (SSO) in OpsNow, you need to input certain SAML metadata values into your organization's Identity Provider (IdP) settings. These values are provided within the [Authentication] menu once SSO is enabled.

Here are the key values:

  • ✅ Assertion Consumer Service (ACS) URL
    This is the endpoint where OpsNow receives authentication responses from your IdP.
    → Copy this value into the ACS URL field in your IdP configuration.
  • ✅ Entity ID (Service Provider Entity ID)
    This uniquely identifies OpsNow as the service provider.
    → Paste this value into the Entity ID field in your IdP setup.

These values are auto-generated when you enable [SSO Login] in OpsNow and can be copied easily using the provided copy buttons.

💡 Tip: Share these values with your IdP administrator to streamline the SSO configuration process. Once configured, users can log in to OpsNow via your internal authentication system using the SSO login option.

How do I configure SSO (Single Sign-On) in OpsNow?

OpsNow supports SAML 2.0-based Single Sign-On (SSO), allowing seamless integration with your company’s Identity Provider (IdP) for secure and centralized user authentication.

To enable SSO, follow these steps:

  1. Navigate to the [Authentication] menu.
  2. Toggle the [Enable SSO Login] switch to ON.
  3. Enter the following required SAML credentials:
    • Issuer URL (Entity ID): The unique identifier provided by your IdP
    • SAML 2.0 Endpoint (HTTP-POST): The IdP's authentication endpoint URL
    • X.509 Certificate: The public certificate used for signature validation
  4. Click the [Save] button to apply the configuration.

Once enabled, users can sign in via the SSO login button on the OpsNow login page without entering individual usernames or passwords. All authentication is handled through your internal IdP system.

This setup enhances security, simplifies user access, and enables centralized identity management for your cloud environment.

Where can I generate and manage an API key?

OpsNow provides a secure way to create and manage API keys that allow external systems or automation tools to access cloud resources.
You can perform all API key operations in the [API Key] menu by following these steps:

  1. Click [Add New API Key] in the top right corner of the screen.
  2. Enter a name for the key (e.g., monitoring-tool-key).
  3. Click [Generate] to issue a unique API authentication key.

The full API key is displayed only once at the time of issuance, so be sure to copy and store it in a secure location.

Once created, you can manage your keys by:

  • Activating or deactivating them
  • Deleting keys that are no longer in use
  • Viewing the creator and issued date of each key

API keys are especially useful for integrating with DevOps pipelines, third-party monitoring tools, or cost analysis systems that require secure, token-based access.

Where is the organization change history stored?

OpsNow automatically tracks and stores organization-level changes to support auditability and security compliance.
You can view this information under [Security > Organization History], including:

  • Changes to the organization name
  • Addition or removal of members, and modifications to user permissions
  • Who performed the change, when it occurred, and what was changed
  • Type and purpose of each change (event details)

This feature is critical for maintaining a secure and transparent operational record within your cloud environment. It helps identify unauthorized actions, supports audits, and prevents misconfiguration or abuse of admin privileges.

All change logs are stored automatically in real time, and no manual setup is required to start tracking.

Can I view the login history of team members?

Yes. OpsNow allows administrators and authorized users to track login and logout activity of all team members within the organization.
Go to [Security > Member Activity] to access the following details:

  • Login and logout timestamps for each member
  • IP addresses used during access
  • Type of activity (LOGIN or LOGOUT)
  • User email and identifier info

This feature is essential for organizational security audits, detecting unusual access, and maintaining cloud compliance. You can use it to:

  • Check for abnormal logins by former employees or external users
  • Detect suspicious access from unfamiliar time zones or locations
  • Analyze login patterns to assess risk or improve security posture

Security teams can leverage this information for real-time monitoring and fast incident response.

Where can I check my login history?

In OpsNow, users can easily track their personal login and logout activity through the security panel.
Go to [Security > My Activity] to view:

  • Login and logout timestamps (chronologically ordered)
  • The IP addresses used during access
  • Activity type (LOGIN or LOGOUT)

This feature helps users verify that their account is being accessed from trusted locations only. If an unknown or suspicious IP address appears, it can prompt immediate security investigation or password reset.

For administrators, these logs are valuable for auditing login patterns, identifying compromised accounts, and ensuring cloud security compliance.

What features does the Security menu offer?

What features does the Security menu offer?

The Security menu in OpsNow provides a centralized dashboard where users and administrators can monitor all security-related activity logs across accounts and organizations. It includes the following tabs:

  • My Activity: View your personal login and logout history along with the IP address used. This helps detect any suspicious activity on your account.
  • Member Activity: Check when and where other team members in your organization have logged in or out, with details such as email addresses and IP logs.
  • Organization History: Track all organization-related changes, such as organization name updates, member additions or removals, and role or permission changes.

This functionality is especially useful for auditing, abnormal login detection, and organizational security management in cloud environments.

If I delete a connected cloud account, will its data also be deleted?

No. In OpsNow, deleting a connected cloud account does not immediately delete the data that was previously collected from that account.

✅ What happens to the data?

  • Once a cloud account is removed, any historical data such as cost records, usage logs, and optimization history associated with that account will still be retained.
  • This data will remain in your workspace until your OpsNow account is fully deleted, after which it will be automatically deleted according to the platform’s data retention policy.

✅ What changes after the account is deleted?

  • After you delete a cloud account, OpsNow will no longer collect or analyze new data from that account.
  • All real-time cost analysis, resource usage tracking, and optimization recommendations will be discontinued for that account.
  • Historical data remains read-only and cannot be updated.

💡 For example, if you remove an AWS account, you can still view the past 6 months of usage and cost data, but no new billing data, usage metrics, or budget alerts will be generated from that account going forward.

How do I set up two-factor authentication?

You can set up two-factor authentication (2FA) through the 2FA setup button in the [Settings > Profile] menu.

What is the session timeout criteria?

Session Timeout: Active sessions may expire after a maximum of 1 day.

How do I change my password?

You can change the Edit button in the Password section of the [Settings > Profile] menu.

How can I resolve permission errors when connecting a cloud account to OpsNow?

Most cloud account connection issues in OpsNow FinOps Plus are caused by insufficient IAM permissions, missing API configurations, or incomplete setup steps.
Please check the following based on your cloud provider:

✅ For AWS:

  • Make sure the CloudFormation stack was executed successfully.
  • The user or role running the stack must have IAM role creation permissions.
  • Confirm that the OpsNowStackRole or similar IAM role was created in your AWS account.
  • Verify that the role includes at least ReadOnlyAccess or equivalent policies.

✅ For Azure:

  • The registered app in Azure must be assigned at least the Reader role.
  • Ensure API permissions such as user_impersonation are granted in the App Registration.
  • If the Client Secret is expired or invalid, generate a new one and update it in OpsNow.

✅ For GCP:

  • Check that Billing Export is linked to a BigQuery Dataset.
  • The service account must have Editor or higher permissions on the dataset.
  • Make sure the JSON key file is valid and current.
  • Required APIs like Cloud Billing and BigQuery API must be enabled in your GCP project.

📌 These issues are typically related to cloud security configurations.
If the problem persists, please reattempt the connection using an admin-level account or contact your cloud security administrator.

Can I register multiple cloud accounts at once?

OpsNow FinOps Plus allows you to register and manage multiple cloud accounts across AWS, Azure, and GCP individually.
For AWS, you can conveniently register multiple linked accounts simultaneously by connecting a Management Account.

Once the Management Account is authorized, all associated Linked Accounts are automatically added, enabling efficient operations even in large-scale multi-account environments.

Azure and GCP accounts follow individual setup processes, but once registered, all accounts are visualized and managed through a unified dashboard, providing clear insights across your entire cloud infrastructure.

This setup helps teams and organizations standardize FinOps practices across multiple clouds and business units.

How do I connect a GCP account to OpsNow?

To connect a Google Cloud Platform (GCP) account to OpsNow FinOps Plus, you need to follow a step-by-step process that enables cost and usage data collection via BigQuery. The required steps are:

  1. Create a BigQuery Dataset
    Set up a new dataset in BigQuery where GCP billing data will be exported.
  2. Enable Billing Export and Required APIs
    In the GCP Billing menu, configure billing export to BigQuery and activate the BigQuery API and Cloud Billing API.
  3. Create a Service Account
    Generate a service account with the necessary permissions to access the billing data stored in BigQuery.
  4. Generate and Download the JSON Key
    Create a private key in JSON format for the service account and store it securely.
  5. Upload the JSON Key to OpsNow Console
    Go to the [Cloud Accounts > GCP] menu in the OpsNow console and upload the JSON key file to complete the integration.

Once completed, OpsNow will automatically retrieve GCP cost and usage data, enabling detailed FinOps analysis and optimization.

How do I connect my Azure account to OpsNow?

To integrate your Azure account with OpsNow FinOps Plus, you need to prepare specific credentials obtained from the Azure Portal. These credentials allow OpsNow to securely access your usage and billing data.

Item Description
Application (Client) ID Unique ID generated from App registration
Directory (Tenant) ID Tenant identifier from Azure Active Directory
Client Secret Value Secret key for app authentication (from Certificates & Secrets)
Billing Account ID Identifier for your Azure billing account
API Access Key Key for programmatic access to billing data (varies by account type)

📍 Where to Find These in Azure Portal

  • Go to App registrations to get the Client ID and Directory ID
  • Create the Client Secret in Certificates & Secrets
  • Check your Subscriptions to verify the correct account
  • Get the Billing Account ID under Cost Management + Billing
  • For EA or MCA, obtain your API Access Key from the appropriate billing scope

📌 Once all credentials are correctly registered in OpsNow, the system will begin automatic cost and usage data collection from Azure.

How do I connect an AWS account to OpsNow?

OpsNow FinOps Plus provides a fully automated AWS account integration using a CloudFormation stack, eliminating the need for manual role or policy configuration.

✅ Step-by-step process:

  1. Go to the [Cloud Accounts] menu and select the AWS tab
  2. Choose either the Step-by-Step or Express registration method
  3. Click "Launch CloudFormation Stack"
    → This opens the AWS Console in a new window
  4. Complete the stack creation process in AWS
  5. OpsNow will automatically detect the stack and complete the account registration

✅ Key benefits:

  • Automatically grants required IAM roles and policies
  • No manual input or credential pasting required
  • Ensures secure setup with least-privilege permissions

📌 All configuration is handled through a single CloudFormation execution, making the process fast, secure, and reliable.

Where can I register a cloud account in OpsNow?

In OpsNow FinOps Plus, you can connect your AWS, Azure, or GCP account to enable automated usage tracking, cost analysis, and optimization insights. Follow these steps:

✅ Access:

  • Go to [Setting] > [Cloud Accounts] from the left navigation.
  • Choose the cloud provider you want to connect: AWS, Azure, or GCP.

✅ Available Methods:

  • Express: Quick setup in a single-page form
  • Step by Step: Guided setup process with detailed instructions
Cloud Provider Required Setup
AWS Run CloudFormation stack for permission delegation
Azure Register app and provide API credentials
GCP Set up BigQuery project and upload service account key (JSON)

After registration, OpsNow will start collecting your cloud resource and cost data automatically for FinOps automation.

Why do I need to connect my Cloud Account to OpsNow?

OpsNow FinOps Plus requires access to your AWS, Azure, or GCP account in order to collect and analyze your cloud billing and usage data. This connection is essential to enable automated cloud cost optimization and FinOps workflows.

By connecting your cloud account, you unlock the following benefits:

  • ✅ Collect usage data by resource: Retrieve detailed usage metrics for compute instances, storage volumes, and network resources.
  • ✅ Automatically gather billing data: Aggregate costs by service, tag, and account based on native cloud billing exports.
  • ✅ Identify potential savings: Detect unused reserved instances, idle resources, and oversized configurations.
  • ✅ Generate automated reports: Receive cost trends, anomaly detection alerts, and optimization insights based on your real-time data.

🔍 Connecting your cloud account is the first step toward adopting FinOps. Without it, OpsNow cannot provide the visibility or recommendations needed to control your cloud spending.

The process of registering AWS, Azure, and GCP Cloud Accounts is difficult. Can I get help with account registration?

Please register the StepBy Guide Viewer Chrome Extension to provide the OpsNow Guide. Detailed instructional balloons are provided for each step of the cloud account registration process, making it easy to complete the registration.

[Install StepBy Guide Viewer Chrome Extension]

How do I change permissions?

You can change permissions in the [Settings > Members] menu or [Settings > Organizations] menu.

The [Members] menu may not be visible depending on the user's permissions, and users can only change permissions for users with the same or lower permissions.

You can change Owner to Admin or Member in the [Members] menu. When changing permissions, you need to set the organization and permissions.

You can change Admin or Member to Owner in the [Members] menu. When permissions are changed, the owner has all permissions for organizations and billing.

You can change Member to Admin or Admin to Member in the [Members] and [Organizations] menus. When changing permissions, different permissions can be granted or changed depending on the organization the user belongs to.

How do users withdraw or leave?

If a user wishes to withdraw voluntarily, they can do so by using the 'Delete Account' function in the [Settings > Profile] menu.

How do I create an organization?

Organizations can be created through the 'Add' button in [Settings > Organizations]. When creating an organization, you need to input the name for the organization.

Can the same user be in multiple organizations?

Yes. You can invite users to the desired organization in the [Settings > Organizations] menu. Users can be granted different permissions for each invited organization.

Owners have permissions for all organizations, so separate organization settings are not possible for them.

Can I register the same cloud account in multiple organizations?

No. In OpsNow FinOps Plus, a single cloud account—such as an AWS account, Azure subscription, or GCP project—can only be registered to one organization at a time.

This restriction exists to ensure data integrity, security, and proper governance across all environments.

✅ Why duplicate registration is not allowed:

  • Consistent and accurate data
    Duplicate registrations may result in duplicated usage or cost data, skewing analytics and reports. OpsNow maintains a 1:1 relationship between cloud accounts and organizations to prevent this.
  • Clear responsibility and permission control
    Cloud accounts are typically managed by specific departments or teams. Multiple registrations can cause conflicts in user roles, ownership, and permissions.
  • Security and policy enforcement
    Since each organization in OpsNow can apply its own budgets, alerts, and governance policies, multiple registrations can lead to policy conflicts or compliance risks.

📌 If multiple teams need access to a shared cloud account, consider:

  • Structuring them under one organization with separate teams or projects
  • Inviting users from different groups to a single organization with appropriate roles, instead of duplicating the account across organizations

How long does it take to confirm data after registering an account?

Data collection will be completed in approximately 24 hours at maximum.

You can check the registered accounts and data collection status in the [Overview] menu.

What permissions are applied when registering an AWS account, and how are they managed?

When registering an AWS account in OpsNow FinOps Plus, permissions are automatically provisioned using an AWS CloudFormation stack.
This ensures that only the minimum required privileges are granted, based on the principle of least privilege, to support functions such as cost analysis, resource monitoring, and tag-based management.

✅ CloudFormation-Based Role Setup

Once the CloudFormation stack is launched from OpsNow, it automatically creates and configures:

  • A secure CrossAccountRole that allows OpsNow to access your AWS account
  • A predefined set of IAM policies tailored to cost, usage, and resource visibility
  • External ID and AssumeRole conditions to enhance cross-account security

📂 Key Permissions Included

  • Cost & usage tracking: ce:Get*, cur:DescribeReportDefinitions, s3:GetObject
  • Resource monitoring: ec2:Describe*, cloudwatch:ListMetrics, autoscaling:Describe*
  • Tag-based analysis: tag:GetResources, tag:GetTagValues
  • Read-only IAM access: iam:List*, iam:Get* (for visibility only, not modification)

📌 These permissions are read-only and strictly scoped, with no execution or deletion capabilities.

🔍 How to verify and manage permissions

  • After registration, you can review all permission settings in the [Settings > Cloud Accounts] menu
  • You may also audit and modify the role and policy details in the AWS IAM console at any time
  • If needed, OpsNow supports custom role scoping to meet your organization’s internal security policies

📌 Using CloudFormation for automated IAM role provisioning reduces configuration errors, ensures consistency, and enforces secure and transparent access for cloud cost and usage monitoring.

I want to opt-out of marketing communications.

If you toggle off the marketing consent switch in [Settings > Profile], you will opt-out of receiving marketing communications.

What are the security and account permission requirements for using AutoSavings?

AutoSavings is built with a strong focus on security and least-privilege access when connecting to your AWS environment. It requires minimal permissions to analyze your usage and optimize costs safely and efficiently.

✅ 1. Role-Based Delegated Access (via IAM)

  • AutoSavings connects to your AWS account using a delegated IAM role, not by storing credentials.
  • You create a trusted role ARN that allows OpsNow to securely access your environment via AWS STS.

✅ 2. Required Permissions: Read-Only by Default

  • In most cases, AutoSavings works with read-only permissions, such as ReadOnlyAccess, to collect:
    • Usage data for EC2, RDS, and other services
    • Billing and cost-related information
    • RI and SP commitment details

✅ 3. Additional Permissions for Automation (Optional)

  • To enable automated purchasing and reselling of commitments, additional permissions are required:
    • ec2:PurchaseReservedInstancesOffering
    • ec2:ModifyReservedInstances
    • ec2:SellReservedInstances

These are granted explicitly and transparently, and customers can review or revoke them at any time.

✅ 4. Security Architecture

  • AutoSavings uses AWS Secure Token Service (STS) for temporary session-based access, ensuring no sensitive credentials are stored.
  • All user access within OpsNow is governed by Role-Based Access Control (RBAC), and only organization owners can manage AWS connections.

Which cloud environments does AutoSavings support?

AutoSavings currently supports Amazon Web Services (AWS) only.
It is purpose-built to optimize AWS cloud costs through the following capabilities:

✅ Supported Features on AWS:

  • Automated purchasing and management of Reserved Instances (RI)
  • Optimization of Savings Plans (SP) based on real usage
  • Reselling underutilized RIs via the AWS Marketplace
  • Dynamic usage pattern analysis to recommend cost-saving commitments

AutoSavings is designed to maximize cost savings on AWS by leveraging commitment-based pricing models—ideal for organizations with underutilized resources or complex usage patterns.

🔄 Future Support:

Support for other major cloud service providers such as Microsoft Azure and Google Cloud Platform (GCP) is on the roadmap and will be added in future updates.

Does AutoSavings monitor costs in real time?

Yes. AutoSavings continuously collects and analyzes the most up-to-date cloud usage and cost data.
It automatically tracks your AWS consumption patterns in near real-time, enabling accurate and timely savings recommendations without manual effort. This ensures maximum visibility into your current spending and unlocks continuous optimization opportunities as your environment evolves.

With real-time monitoring, AutoSavings helps you stay proactive in managing cloud costs and identifying waste before it grows.

Is any special setup required to use AutoSavings?

No special setup is required.
Once you register your cloud account and activate the AutoSavings subscription, AWS cost optimization begins automatically—no manual configuration needed.

However, some savings recommendations may involve actual purchases or changes to your commitments. In these cases, your prior approval may be required. You’ll be notified through the OpsNow console, where you can review and approve the actions before they are applied.

AutoSavings allows you to start optimizing your cloud spend quickly, while still maintaining full control over key decisions.

How frequently does AutoSavings optimize RI and SP usage?

AutoSavings continuously monitors your AWS usage patterns and updates its optimization strategy on a weekly basis.
Based on the latest data, it adjusts the following:

  • New purchase recommendations for Reserved Instances (RI) and Savings Plans (SP)
  • Modification of existing commitments
  • Resell strategies for unused or underutilized commitments

This weekly optimization cycle ensures that your cost-saving strategy adapts in real time to changing workloads—maximizing efficiency and minimizing waste.

How is AutoSavings different from other Savings Plans or Reserved Instances tools?

Most traditional cloud cost tools mainly focus on monitoring usage or offering optimization recommendations for Reserved Instances (RI) and Savings Plans (SP). These tools typically rely on the user to take manual action, and they do not guarantee actual savings.

AutoSavings goes beyond simple recommendations by automating the entire optimization process. It uses your real AWS usage patterns to automatically purchase, adjust, or resell RI and SP commitments to generate measurable cost savings—without manual intervention.

In addition, AutoSavings operates under a performance-based pricing model. You are only charged a fee when actual savings are achieved, meaning there’s no risk of paying for ineffective recommendations.
This model ensures that customers experience real financial benefits, while OpsNow shares accountability for the savings performance.

AutoSavings is not just a tool—it’s a trusted optimization partner that delivers continuous, tangible cost reductions.

Does AutoSavings automatically purchase Reserved Instances (RI) or Savings Plans (SP)?

Yes. With AutoSavings, there is no need for you to manually purchase or resell AWS commitments.

Based on continuous analysis of your AWS usage patterns, OpsNow automatically handles the purchase and resale of Reserved Instances (RI) and Savings Plans (SP) to maximize cost savings.
This fully automated process ensures that you maintain an optimized cost structure without manual effort or risk.

AutoSavings is especially helpful for organizations that lack the time or expertise to manage RI/SP commitments, offering a hands-free, efficient way to control cloud costs.

How do I register as a seller to resell RIs through AutoSavings?

To enable AutoSavings to automatically resell your unused Reserved Instances (RIs), you must first complete the official seller registration process on the AWS Reserved Instance Marketplace.
There is no "Resell Registration" button within the OpsNow console. Instead, you need to register directly through AWS.

✅ Registration Steps:

  1. Why registration is required
    • AWS requires seller registration to process payments and comply with tax regulations. You’ll need a U.S. bank account and tax information.
  2. How to register
    • Go to the AWS Reserved Instance Marketplace Seller Registration page
    • Submit U.S. bank account details via the Manage Bank Account section
    • Complete the Tax Interview form to provide your tax classification and identity
    • Once approved, AWS will notify you via email
  3. Integration with AutoSavings
    • After registration, OpsNow automatically recognizes the registered AWS account
    • Your Reserved Instances will then appear in the AutoSavings Inventory tab, and the resale feature will be activated if eligible

⚠️ Note:

You do not need to manually notify OpsNow after AWS approval—AutoSavings syncs registration status automatically.
However, resale optimization will not begin until AWS seller registration is complete.

What is AutoSavings?

AutoSavings is a performance-based cloud cost optimization service built specifically for Amazon Web Services (AWS).
It helps organizations reduce unnecessary cloud spend by automatically optimizing Reserved Instances (RI) and Savings Plans (SP).

✅ Key Features:

  • Automated RI/SP Optimization
    AutoSavings analyzes your usage patterns and automatically purchases or adjusts RI and SP commitments to reduce reliance on expensive on-demand pricing.
  • Reselling Unused Commitments
    Any underutilized commitments are automatically resold through the AWS RI Marketplace to prevent waste and recover costs.
  • Real-Time Strategy Updates
    The system continuously monitors changes in cloud usage and updates optimization strategies accordingly.

💰 Pricing Model:

AutoSavings follows a Pay-as-you-save model, which means:

  • You only pay a fee when actual savings are achieved
  • There are no subscription fees or upfront charges

This makes it a low-risk, results-driven solution for AWS cost optimization.

I want to see a demo.

If you wish to request a demo, please provide basic information on the demo request page.

Our cloud experts at OpsNow will contact you.