Getting Started with CloudFix



You are new to CloudFix and want to know how much you could save on your AWS bill.

The CloudFix Savings Assessment process is a simple Proof of Concept that takes less than 15 minutes. In this article we will show you how to easily:

  1. Create your own Cloudfix tenant by signing up on the CloudFix site.
  2. From the Cloudfix UI, we the deployment of an AWS CloudFormation template that contains the resources and roles required to perform the free savings assessment.
  3. Finally, deploy the Finder functionality to your chosen Organization Units (OUs) for you to see all the potential savings.


  • You need to have access to your AWS Master Payer (Billing) account.
  • Your permission level has to allow CloudFormation stack deployment and the creation of the resources found in the templates.
  • AWS Organization trusted access for CloudFormation Stack Sets should be enabled using the below steps:
    • On your AWS Console, under Services, go to CloudFormation.
    • Select StackSets on the left navigation bar.
    • Click Enable trusted access:

Note that the finder role has IAM permissions to tag resources. It always uses cloudfix: prefix. The changes are non-destructive but might be construed as write permissions. See CloudFix Permission Model for more information.


The detailed steps to get started are as follows:

  1. Go to the CloudFix site to register your account and click on "Sign Up". Fill out the basic information:


  1. You will then be logged into your CloudFix account and the below screen is seen where we ask you to connect your AWS account.
    • If you have a Management account, then click Sign in to your management AWS account.
    • If you don't have a Management account, then click single account


  1. You will then be taken to the AWS console where you are asked to deploy a CloudFormation template on the Master Payer account.

Note: Don't change any of the pre-populated parameters.

  1. This main template creates nested stacks that are collectively responsible for deploying all the roles and resources that CloudFix requires. For detailed info: What's in the CloudFix CloudFormation Template?


  1. Once the CloudFormation stack deployment has been completed, return to the CloudFix tab.
  2. We recommend to "Allow for entire organization" to give yourself the greatest visibility into where savings opportunities may lie but you can also select the Organizational Units you want to include in the scan.

Once you've allowed access to your Organization you may click the Finish Onboarding button.


  1. CloudFix will now begin to scan your environment; come back in 24 hours for the initial results!
  2. You will be able to see your potential savings on the dashboard. The CloudFix team will be in touch to answer any questions on the identified savings and guide you.

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