FinOps
The FinOps group in the Agentic Transformation Platform (ATP) sidebar holds 5 assessment pages. Each page is run by the same agent, Sitterson (finOps agent). Use this page to choose the right assessment and prepare the evidence it asks for.
Before you start
- Every page in this group uses the same assessment workspace. To learn how to upload evidence, run an analysis and ask follow-up questions, read Run an assessment.
- Upload metadata and exports only. Each page's Instructions panel says what not to upload.
Open a page in this group
- In ATP, open the menu at the left of the navigation bar.
- Expand FinOps.
- Select the page you need.
When a page from this group is open, the navigation bar shows the group's pages as tabs, so you can move between them. Pages that don't fit are under More.
Pages in this group
| Page | What it covers |
|---|---|
| Financial Reporting & Analysis | Financial reports and analytics dashboards. |
| Cost Mgmt. & Cost Allocation | Cost management and allocation strategies. |
| Cost Forecasting | Cloud cost forecasting and predictions. |
| Cost Optimization | Cost reduction and optimization recommendations. |
| Budgeting | Budget planning and tracking. |
Financial reporting and analysis
Select Financial Reporting & Analysis to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Sitterson. The sidebar describes it as: Financial reports and analytics dashboards.
The Instructions panel is titled How to Generate Your Financial Reporting Report. It says:
To generate your financial reporting report, Sitterson only needs metadata (cost data and account structures) — not business data. Upload raw exports from your cloud billing or financial systems, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Cloud Billing Data: Cost and usage reports (CUR), aligned cost information, billing reports, and detailed cost and usage export data.
- Revenue Rules: Cost allocation rules, showback/chargeback models, account groupings, and department cost mappings.
- Department Allocations: Business unit cost breakdowns, shared cost distribution models, and department-level allocation structures.
- Financial Reporting: Executive financial reports, cost dashboards, variance analysis, and period-over-period cost comparisons.
- Historical Trends: Monthly and quarterly spend trends, year-over-year comparisons, budget vs. actuals data, and forecast baselines.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Sitterson analyzes financial reporting structures and cost patterns, not business transactions.
Cost management and cost allocation
Select Cost Mgmt. & Cost Allocation to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Sitterson. The sidebar describes it as: Cost management and allocation strategies.
The Instructions panel is titled How to Generate Your Cost Allocation Report. It says:
To generate your cost allocation report, Sitterson only needs cost data and allocation rules — not business data. Upload raw exports from your cloud cost management tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Cost Data: Organization billing breakdown, detailed costs, tag hierarchies, unblended and amortized spend analysis.
- Allocation Rules: Cost center mappings, chargeback models, and tagging schemas.
- Reserved Capacity & Savings Plans: Coverage, utilization rates, and commitment expiry details.
- Tagging Strategy: Resource tagging standards, tag compliance rates, missing tag reports, and cost allocation tag definitions.
- Shared Services: Platform costs, network costs, security tooling, and shared infrastructure allocation.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Sitterson analyzes cost allocation structures, not business transactions.
Cost forecasting
Select Cost Forecasting to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Sitterson. The sidebar describes it as: Cloud cost forecasting and predictions.
The Instructions panel is titled How to Generate Your Cost Forecasting Report. It says:
To generate your cost forecasting report, Sitterson only needs metadata (historical cost and usage patterns) — not business data. Upload raw exports from your cloud cost management tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Historical Cost Data: Three or more months of billing data, deployment cost trends, environment spend breakdowns, and service-level cost history.
- Usage Patterns: Resource utilization trends, peak usage periods, seasonal demand patterns, and growth rate data.
- Commitment Inventory: Reserved instance and savings plan data, coverage rates, utilization percentages, and expiry schedules.
- Future Plans: Planned infrastructure changes, project roadmaps, expected scaling events, and business growth projections.
- Forecast Models: Existing forecast outputs, budget targets, variance thresholds, and stakeholder reporting requirements.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Sitterson analyzes cost forecasting models and usage patterns, not customer content.
Cost optimization
Select Cost Optimization to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Sitterson. The sidebar describes it as: Cost reduction and optimization recommendations.
The Instructions panel is titled How to Generate Your Cost Optimization Report. It says:
To generate your cost optimization report, Sitterson only needs metadata (resource utilization and tool data) — not business data. Upload raw exports from your cloud cost management tools, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Resource Inventory: Complete catalog of compute instances, storage volumes, database configurations, and associated utilization metrics.
- Utilization Data: CPU, memory, network, and storage utilization reports, idle resource lists, and rightsizing recommendation outputs.
- Commitment Analysis: Reserved instance coverage gaps, savings plan recommendations, on-demand vs. committed spend breakdowns.
- Savings Opportunities: Optimization findings, waste identification reports, cost anomaly data, and savings potential estimates.
- Additional Factors: License optimization data, architectural improvement opportunities, and third-party tool optimization outputs.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Sitterson analyzes resource utilization and optimization patterns, not customer content.
Budgeting
Select Budgeting to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Sitterson. The sidebar describes it as: Budget planning and tracking.
The Instructions panel is titled How to Generate Your Budgeting Report. It says:
To generate your budgeting report, Sitterson only needs metadata (budget allocations and actual spend) — not business data. Upload raw exports from your financial planning systems, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Budget Structure: Annual budgets, quarterly allocations, departmental budgets, project budgets, and budget hierarchy data.
- Actual Spend Data: Monthly actuals, run rate analysis, trending models, and budget-vs-actual variance records.
- Forecast Inputs: Budget forecasting models, re-forecast data, spend projections, and planning assumptions.
- Budget Governance: Budget approval workflows, spend authority levels, budget exception records, and governance policies.
- Variance Analysis: Over/under-budget reports, variance root cause analysis, cost driver data, and corrective action records.
The panel also shows this note:
Important: Do not upload customer data, PII, or sensitive records — Sitterson analyzes budget structures and allocation patterns, not customer content.