Solutions By Role

Built for how you actually work.

Whether you're allocating costs, defending budgets, managing infrastructure, shipping features, or reporting to the board, CloudPi meets you where you are. Not another tool to learn. A tool that removes the work you should not be doing.

6 rolesOne platform translated into six role-specific workflows
3 modesAutonomous, approval-gated, and enriched-ticket remediation
VerifiedTRUE Savings backed by before-and-after billing data
By Role

Every role sees a shorter path from cloud spend to action.

Choose the role that best matches your day-to-day work and see how CloudPi changes the workflow, the reporting, and the decisions that follow.

Home Dashboard Cloud cost KPIs, FinOps KPIs, optimization KPIs, budget summary, recommendations, and alerts in one operational view. Best for FinOps teams
Invoice Summary Consolidated spend, tax liability, amortized accrual, shared support, and cost reconciliation across entities. Best for Finance and executive reviews
Executive Report Total spend, average daily cost, top project cost, top service cost, trend lines, and provider breakdowns. Best for product and leadership
Recommendations Policy-driven optimization and governance recommendations with category, savings, resource, status, and action state. Best for CloudOps and engineering
FinOps Lead

Stop chasing people. Start building a practice.

Your Monday starts with cost questions, allocation requests, and leadership asking for savings numbers before the board meeting. Instead of building a FinOps practice, you end up acting like a one-person reporting bureau.

Allocation runs itselfRules handle shared costs and org changes without rebuilding spreadsheets.
Savings get executedAutonomous, approval-gated, and ticketed remediation move action forward faster.
Results are provenTRUE Savings gives you billing-backed numbers you can export in seconds.

Tagging governance, allocation, and reporting become systems instead of recurring follow-up work.

Book a Demo for FinOps Teams

Proof in product

Home Dashboard

One operating view for allocation coverage, optimization signals, budgets, alerts, and FinOps KPIs.

Assigned vs Unassigned Budget Summary Optimization KPIs
  • Home dashboard combines Cloud Cost KPIs, FinOps KPIs, and Optimization KPIs.
  • Assigned versus unassigned spend is visible by cloud provider.
  • Recommendations, alerts, and budget summaries are already in the same view.
  • This is the strongest screenshot for the FinOps role.
See full workflow details

CloudPi replaces spreadsheet-led reporting with rule-based allocation, continuous tag governance, and billing-backed TRUE Savings reporting.

Your CloudPi day

TimeBefore CloudPiWith CloudPi
9:00 AMExport billing CSVs, start allocation spreadsheetCheck dashboard. Allocation ran overnight. Review anomaly alerts.
11:00 AMManual cost assignment for shared K8s clusterReview new savings opportunities. Approve 3 approval-gated actions.
1:00 PMSlack back-and-forth with 4 teams about cost attributionTag compliance scan flagged 12 new untagged resources. Auto-notify fired.
3:00 PMUpdate budget tracking spreadsheet for financePull TRUE Savings report for board deck. Export. Done.
4:00 PMFollow up on last month's optimization recommendationsDesign new scheduling policy for QA environments. Deploy.

Key features for you

  • Rule-based cost assignment with zero-tag day-one allocation
  • THREE Savings verification with billing-level proof
  • Three remediation modes (autonomous / approval-gated / ticket + enriched context)
  • Tag governance with continuous scanning and automated enforcement
  • FinOps KPI dashboards aligned to the FinOps Foundation framework
  • Workflow automations with time-based escalation

See your costs allocated in one afternoon.

Finance / FP&A

Cloud costs you can actually trust in your models.

Instead of inheriting unclear shared buckets and theoretical savings numbers, finance gets business-aligned cost views, daily budget tracking, and evidence chains strong enough for audit and board prep.

Costs map to business structureSee spend by BU, cost center, product, and team.
Forecast from daily actualsCatch trajectory issues before the bill lands.
Defend savings claimsTRUE Savings separates hard savings, rate savings, and avoidance.
Book a Demo for Finance Teams

Proof in product

Invoice Summary

A finance-ready view for billed spend, accruals, tax, shared support, and reconciliation context.

Consolidated Spend Tax Liability Reconciliation
  • Invoice Summary shows consolidated spend, tax liability, amortized accrual, and shared support.
  • Cost reconciliation and entity-level performance are visible in the same screen.
  • This is the right screenshot for finance conversations about trust and close readiness.
See monthly close workflow

Finance teams need cloud cost data that is accurate, consistent, and auditable. CloudPi maps spend to business structure, updates budgets daily, and backs savings claims with billing evidence instead of theory.

TaskBefore CloudPiWith CloudPi
Get allocated costs by BUWait 5 days for FinOps spreadsheetPull from dashboard. Filter by BU. Export.
Validate savings claimsAsk "Is this real?" Get vague answers.TRUE Savings report: verified, tiered, attributed.
Update forecastManual model with 3-week-old dataDaily actuals + projected EOQ. Download variance analysis.
Prepare for audit8 hours compiling screenshots and access logsExport RBAC config + savings evidence + audit trail. 60 seconds.
Budget variance analysisManually compare two spreadsheetsCloudPi shows which dimensions drove the variance. Drill down.

Key features

  • Business hierarchy mapped to your chart of accounts
  • Daily budget tracking with continuous forecasting
  • TRUE Savings with three-tier separation and billing proof
  • CSV/PDF export with full evidence chains
  • RBAC: Finance role with org-wide read access, no configuration access
  • Variance analysis showing which dimensions drove budget deviations
Cloud Operations / Infrastructure

Manage cloud spend without slowing down your teams.

The real challenge is not finding waste. It is acting safely. CloudPi gives infrastructure teams risk-aware remediation, production-safe approvals, anomaly context, and scheduling that saves money without creating incidents.

Remediation matches riskAutonomous for low risk, approval-gated for production, tickets for legacy.
Scheduling captures wasteDev, QA, and staging follow real usage windows.
Teams keep controlRBAC, approvals, and audit trails stay intact.
Book a Demo for Infrastructure Teams

Proof in product

Recommendations Queue

A single action queue showing policy, service, savings impact, owner state, and remediation status.

Policy Name Savings Impact Status Tracking
  • The Recommendations screen shows policy name, category, service, resource, savings, and status.
  • CloudOps can work from one queue instead of scattered spreadsheets and tickets.
  • This screenshot best supports remediation and governance workflows.
See optimization workflow details

CloudOps teams need optimization that respects risk. CloudPi combines remediation modes, safe scheduling, anomaly context, and approvals so savings actions move faster without creating incidents.

ScenarioBefore CloudPiWith CloudPi
120 oversized EC2 instancesSpreadsheet from FinOps. Review manually. Execute 12 over 3 months.Approval-gated tickets in Jira with utilization charts. Approve in batch. CloudPi executes.
Dev environments running 24/7Ask teams to shut down. They forget.Scheduler policy: auto-stop at 7PM, auto-start at 7AM. 61% savings. Zero manual work.
500 orphaned EBS volumesNobody knows they exist until the bill reviewAutonomous policy: delete unattached > 30 days. $8,500/month recovered automatically.
Anomalous $500/day spend increaseDiscovered at monthly review. 21 days too late.Alert on day 1. Investigation link in alert. $500 loss, not $10,500.
"Cut 15% by Q4" from leadershipScramble. Hope for the best.TRUE Savings dashboard: "Here's the $142K/month we're already saving. Here are the next $60K in queued actions."

Key features

  • Three remediation modes per policy / per environment
  • Intelligent scheduling with protection tags and failure recovery
  • Billing anomaly detection with contextual investigation
  • Approval workflows integrated with Jira / ADO / ServiceNow
  • Enriched tickets with resource metadata, cost impact, and remediation playbook
  • TRUE Savings attributed to infrastructure policies
Engineering Lead / Platform Engineering

See what your team spends. Fix it without leaving your workflow.

Instead of CSVs that get archived, engineers get scoped visibility, budget alerts, and enriched Jira or ADO tickets that explain what the resource is, why the recommendation is safe, and what it saves.

Team-scoped visibilitySee only your services, budgets, and cost trends.
Recommendations in workflowReview and approve in Jira or ADO.
Faster decisionsContext arrives with the ticket, not after manual research.
Book a Demo for Engineering Teams

Proof in product

Engineering Recommendations

Focused proof for the review-decide-act flow, with the recommendation context engineers need before approval.

Affected Service Safe to Review Workflow Context
  • The Recommendations view shows exactly which policy triggered, which service is affected, and what the savings are.
  • That makes it the best proof asset for engineering and platform teams.
  • It supports the "review, decide, act" workflow without extra console digging.
See sprint-level workflow details

Engineering teams need cost visibility without a new console to live in. CloudPi brings scoped dashboards, enriched Jira or ADO tickets, and early budget signals into the workflow engineers already use.

SituationBefore CloudPiWith CloudPi
"Your team is overspending"Email with CSV. Archive it.Jira ticket with specific resource, cost, savings, and utilization data.
Right-sizing reviewOpen cloud console, check metrics manually, cross-reference with spreadsheetAll context in the ticket. Review. Click approve. Done.
Budget trackingAsk FinOps. Wait 3 days.Open team dashboard. See actuals vs plan. Updated daily.
New service cost impactDiscover at month-end reviewAnomaly alert flags the cost increase in the first week.
"How much does our team spend?"Nobody knows without asking FinOpsTeam-scoped dashboard. Self-service. Real-time.

Key features

  • RBAC-scoped views showing only your team's costs
  • Jira / ADO ticket integration with enriched context
  • Approval workflow - review and approve from your existing tools
  • Team budget tracking with early warning alerts
  • Anomaly detection scoped to your services
  • Self-service cost visibility without FinOps dependency
Product Owner / Business Unit Leader

Know what your product actually costs to run.

Revenue is easy to answer. Product infrastructure cost usually is not. CloudPi turns scattered cloud spend and shared-service assumptions into product-level cost visibility and usable unit economics.

Product cost becomes visibleSee direct and shared infrastructure in one view.
Unit economics become practicalTrack cost per customer, transaction, or deployment.
Budget ownership gets realEvaluate roadmap choices against margin impact.
Book a Demo for Product Teams

Proof in product

Business Cost View

A product-level commercial lens for service cost, project cost, provider mix, and budget ownership.

Top Project Cost Service Breakdown Budget Context
  • The Executive Report highlights top project cost, top service cost, and provider breakdowns.
  • That makes it useful for product leaders asking what a product or service line really costs.
  • It is the closest screenshot to product-level commercial visibility.
See product review details

Product leaders need real product-level cloud cost visibility, not account-level billing noise. CloudPi connects shared infrastructure, budget ownership, and unit economics so pricing and roadmap decisions are grounded in data.

QuestionBefore CloudPiWith CloudPi
"What does our product cost to run?""I'll get back to you in a week."Dashboard. One click.
"What's our cost per customer?""We don't have that data."Cost per customer with trend movement.
"Why did infra costs jump this month?"Ask FinOps. Wait. Get a spreadsheet.Billing analysis shows the driver directly.
"Can we afford this feature?"Guess. Approve. Find out later.Model infrastructure impact against margin before deciding.
"Are we optimizing our infrastructure?""The FinOps team is working on it."TRUE Savings attributed to your product's resources.

Key features

  • Business hierarchy with product-level cost views
  • Unit economics: cost per customer, per transaction, per deployment
  • Product-level budget with daily tracking and alerts
  • Billing trend analysis correlated with usage growth
  • TRUE Savings attributed to your product's resources
  • Self-service dashboards - no FinOps dependency for basic questions
C-Suite / VP Finance

Cloud is your third-largest expense. Manage it like one.

Executives do not need more dashboards. They need predictable budgets, verified savings, measurable FinOps maturity, and compliance-ready evidence that stands up in board and audit conversations.

Budget tracking becomes real-timeDaily actuals and forecasting expose risk early.
Savings become reportableTRUE Savings separates hard, rate, and avoidance.
Program ROI becomes clearCoverage, optimization, and evidence are visible in one narrative.
Book an Executive Briefing

Proof in product

Executive Financial View

A leadership-ready summary tying financial controls, cloud spend visibility, and board-level reporting together.

Daily Spend Accruals Multi-Cloud View
  • Executive Report shows spend, daily cost, top project cost, top service cost, and multi-cloud breakdowns.
  • Invoice Summary reinforces billed spend, tax, amortized accrual, and reconciliation.
  • Together, those two screenshots are the best proof set for leadership and board reviews.
See executive summary details

Executives need predictable budgets, verified savings, measurable program maturity, and audit-ready evidence. CloudPi turns cloud cost management into a reportable operating discipline instead of a vague opportunity pipeline.

MetricBefore CloudPiWith CloudPi
Total cloud spendGrowth is visible, but control is unclear.Spend trajectory tied to budget adherence and business context.
Savings achievedOpportunities identified.Verified TRUE Savings by tier with billing evidence.
Budget adherenceHigh-level commentary after close.Outliers identified early with accountable drivers.
FinOps ROIHard to quantify.Program cost and verified savings can be compared directly.
Compliance posture"We think access is controlled."RBAC and audit evidence export quickly.

Key features

  • Executive dashboard with BU-level spend and budget adherence
  • TRUE Savings with three-tier separation and billing proof
  • FinOps maturity KPIs (coverage, optimization, unit economics)
  • Budget forecasting with daily actuals and variance drivers
  • RBAC + audit trail for compliance readiness
  • Exportable reports for board prep and audit evidence
Role Comparison

One platform, highlighted differently for every role.

CloudPi stays consistent across the platform, but the primary value changes depending on who is using it and what decisions they need to make.

CapabilityFinOpsFinanceCloudOpsEngineeringProductExecutive
Zero-tag cost allocationPrimaryConsumes--ConsumesConsumes
Business hierarchyConfiguresPrimary--ConsumesConsumes
Budget & forecastConfiguresPrimaryTeam-levelTeam-levelProduct-levelOrg-level
Automated savingsConfiguresReportsExecutesApprovesConsumesReports
TRUE SavingsPrimaryPrimaryAttributedAttributedAttributedReports
Enterprise RBACConfiguresScopedScopedScopedScopedSummary
Get Started

Your role. Your problems. Your demo.

Tell us your role when you book. We will show the workflows, dashboards, controls, and savings proof that matter to you, using your data instead of a generic walkthrough.