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Your first scan

Scans are how CloudOptify pulls data from your clouds and turns it into insight.

How scans run

Section titled “How scans run”
  • Automatically — all plans. Once a connection is verified, CloudOptify syncs cost data and runs the analysis pipeline on a schedule set by your plan. You don’t have to trigger anything — your first results appear after the first scheduled run, and the top bar always shows when data was last synced and when the next sync is due.
  • On demand — Enterprise. Enterprise organizations can additionally trigger scans manually from the Scans page — Run All for the full pipeline, or an individual Run per scan type — whenever fresh data is needed right now (for example after a cleanup).

What a full run does

Section titled “What a full run does”

Every run — scheduled or manual — starts with a pre-flight check that verifies every active connection. If a connection can’t authenticate, the run stops before any scan starts and tells you which connection failed — nothing half-runs.

A full run then:

  • Syncs cost data from Azure and AWS for the analysis window.
  • Analyzes spend for anomalies, trends, and savings opportunities → Analysis findings.
  • Scans for waste — idle, orphaned, and oversized resources → Waste detection.
  • Builds recommendations — rightsizing, commitments, lifecycle → FinOps recommendations.
  • Updates forecasts, the cloud map, and group reports.

Where results land

Section titled “Where results land”
  • The dashboard updates KPIs, vendor split, and trend.
  • Analysis Findings lists everything the engine detected, with severity and estimated savings.
  • New accounts discovered in your cloud since the last run are added automatically (see Connection lifecycle).