Get started with OPTIMAZE

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Before you start

• An OPTIMAZE organisation where you are an Admin (only Admins can add integrations).
• Admin access to at least one billing source: AWS, Google Cloud, Azure, or an AI provider (OpenAI, Anthropic, Cursor).
• Optional: a business figure you already track, such as monthly revenue or active customers, to use as the denominator for unit economics.

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Set up OPTIMAZE

1

Connect a billing source

In the sidebar, under Data, select Integrations, then choose a provider and follow its setup guide:

• Cloud: AWS, Google Cloud, Microsoft Azure
• AI providers: OpenAI, Anthropic, Cursor

The provider tile shows Connected once the integration is created.

2

Wait for the first sync

Cost data appears after the first successful sync. Check progress from the provider’s Manage view on the Integrations page.

3

Build your Financial Operating Model

Open Attribution and choose Financial Operating Model from the Attribution Models menu. Until you build it out, all spend sits in a single Unattributed node under the root. Select the edit icon, then either describe your structure to Atlas AI or build it in the Manual Editor. Select Publish when the model looks right.See Attribution and Edit and publish a model.

4

Add a business metric

Under Data, select Metrics, then New metric. Pick a template such as Monthly Revenue or Monthly Active Users, and upload values or send them through the API.See Business metrics.

5

Create a unit economic

Under Measure, select Unit Economics, then New unit economic. Choose the cost (a node on your model) and what to divide it by (your metric).See Unit economics.

6

Set a budget and a goal

Under Planning, create a budget set on your Financial Operating Model and a goal on the node you care about most.See Budgets and Goals.

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Check it worked

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Next steps