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Quickstart Guide

Get from zero to full cloud cost visibility in under 10 minutes. This guide walks you through connecting your first cloud account and exploring your cost data.

Prerequisites

  • A running CLARITY instance (provided by your administrator)
  • Cloud credentials with read-only access to billing and resource APIs
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

Step 1: Log In

Navigate to your CLARITY instance URL and sign in with the credentials provided during setup.

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If this is a fresh installation, your administrator will have set up an initial admin account during deployment.

Step 2: Add Your First Cloud Account

  1. Navigate to the Organizations page in the sidebar
  2. Click the Add Account button in the top-right corner
  3. Select your cloud provider — AWS, Azure, or GCP

Cloud Provider Selection

  1. Fill in a Display Name and your provider credentials

AWS Credentials

AWS Credential Form

FieldDescription
Display NameA friendly label (e.g., "Production AWS")
Access Key IDYour IAM user access key (starts with AKIA...)
Secret Access KeyYour IAM user secret key
Account IDYour 12-digit AWS account ID

Azure Credentials

FieldDescription
Display NameA friendly label (e.g., "Production Azure")
Subscription IDYour Azure subscription ID
Tenant IDYour Azure AD tenant ID
Client IDService Principal application (client) ID
Client SecretService Principal client secret

GCP Credentials

FieldDescription
Display NameA friendly label (e.g., "Production GCP")
Project IDYour GCP project ID
Service Account EmailThe service account email address
Private KeyThe private key from your JSON key file
  1. Optionally add tags (e.g., prod, dev) to organize your accounts
  2. Click Create Account to store and validate your credentials

WARNING

Ensure your cloud credentials have read-only access. CLARITY never modifies your cloud resources. See the Cloud Setup guides for minimum required permissions per provider.

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All credentials are encrypted at rest using AES-256 encryption before being stored. They are never logged or exposed through the interface.

Step 3: Wait for Initial Sync

Once your credentials are validated, CLARITY automatically begins syncing your cloud data. The initial sync typically takes 2-5 minutes depending on the size of your environment.

You can monitor sync progress in the sidebar — a sync indicator will appear while data collection is in progress.

During the sync, CLARITY will:

  • Pull billing data from your cloud provider's cost management APIs
  • Discover all active resources across regions
  • Collect performance metrics for optimization analysis
  • Fetch existing commitment details (Reserved Instances, Savings Plans, CUDs)
  • Query for provider-native recommendations

Step 4: Explore Your Dashboard

Once the sync completes, your Dashboard will populate with:

  • Total spend across all connected providers
  • Month-over-month cost comparison
  • Spend by provider breakdown
  • Top services by cost
  • Regional distribution of spend
  • Cost forecast for the current billing period

CLARITY Dashboard

Step 5: Review Recommendations

Navigate to the Insights page to see optimization recommendations:

  • Idle resources — resources with near-zero utilization that can be terminated
  • Underutilized resources — resources that can be downsized to a smaller instance type
  • Cost optimization — provider-native recommendations for savings

Resource Insights

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If AI analysis is enabled on your instance, every recommendation is automatically validated by AI before being surfaced. You can also click Explain on any insight for a detailed, context-aware explanation.

What's Next?

Now that you have your first cloud account connected, explore the full feature set:

  • Resources — Browse your complete cloud resource inventory with cost attribution
  • Anomaly Detection — Set up alerts for unexpected cost spikes
  • Forecasting — Review projected spend for budget planning
  • Cost Allocation — Configure chargeback and showback for your teams
  • Commitments — Review RI, Savings Plan, and CUD recommendations
  • Reports — Generate executive reports for stakeholders

Need to connect additional providers? Repeat Step 2 for each cloud account. CLARITY supports multiple accounts per provider.

Multi-Cloud FinOps Platform