Upmetr tracks cloud spending across all your connected accounts, providing cost breakdowns by service and account, monthly forecasting, and budget alerts.
Cost Overview
The Costs page shows:
| Metric | Description |
|---|
| Current Month | Total spend so far this month |
| Previous Month | Last month’s total |
| Forecast | Projected month-end spend based on current trajectory |
| Daily Average | Average daily spending this month |
Cost Breakdowns
View costs grouped by:
See spending per cloud service (EC2, RDS, S3, Lambda, etc.). Helps identify which services drive the most cost.
Compare spending across cloud accounts. Useful for multi-account setups or client billing.
- AWS — Cost Explorer API (
ce:GetCostAndUsage, ce:GetCostForecast)
- GCP — Cloud Billing API
- Azure — Cost Management API
- DigitalOcean — Billing API
Cost data may have a 24-48 hour delay from the cloud provider. This is a provider limitation, not Upmetr.
Budgets
Set spending limits with automated alerts.
Creating a Budget
- Navigate to Costs > Budgets
- Click Add Budget
- Configure:
| Field | Description |
|---|
| Name | Budget label (e.g., “Monthly AWS Prod”) |
| Amount | Spending limit in USD |
| Period | Monthly, Quarterly, or Yearly |
| Alert Threshold | Percentage to trigger warning (e.g., 80%) |
| Account Filter | Optionally scope to a specific cloud account |
- Click Save
Budget Alerts
Budgets trigger alerts at two levels:
| Level | When | Severity |
|---|
| Warning | Spending reaches the alert threshold % | Warning |
| Critical | Spending exceeds 100% of the budget | Critical |
Budget Status
The budgets page shows real-time status for each budget:
- Remaining amount — How much budget is left
- Burn rate — Current spending velocity
- Projected overage — Whether you’ll exceed the budget at current pace
Cost Sync
Upmetr automatically syncs cost data from your cloud providers. You can also trigger a manual sync from the Costs page.
Sync frequency depends on your plan:
- Pro — Every 6 hours
- Enterprise — Every hour
Manual Sync
Click the Sync Costs button on the Costs page to force a re-fetch of cost data from all your connected provider APIs. When triggering a manual sync, you can configure the days_back parameter to control how far back to pull data (default: 7 days, max: 365 days).
Use days_back=180 to backfill roughly 6 months of historical cost data — useful when connecting a cloud account for the first time.
Cloud provider billing APIs have an inherent 24-48 hour delay. A manual sync will not surface today’s costs — only data the provider has already finalized.
Provider Filters
When you have multiple cloud providers connected (AWS, GCP, Azure, DigitalOcean), the Costs page shows a Cost by Provider summary card with month-to-date totals per provider.
Use the Filter by provider dropdown above the account details table to narrow the view to a single provider. This is useful for:
- Comparing spending across providers
- Isolating costs for a specific cloud environment
- Generating provider-scoped reports for stakeholders
Provider filters only appear when your organization has cloud accounts from more than one provider.
Invoices
Invoices in Upmetr are billing records you generate for your own clients — designed for MSPs, agencies, and consultancies who manage cloud infrastructure on behalf of others. Each invoice is tied to a specific cloud account and billing period.
Invoices are not related to Upmetr’s billing to your organization. For your Upmetr subscription, see Settings > Billing. Invoices here are for tracking what you charge your clients.
Invoice Statuses
| Status | Description |
|---|
| Draft | Current month — still accumulating costs. Auto-assigned when generating invoices for the current month. |
| Pending | Month has ended, awaiting payment from your client. |
| Paid | Payment received. The paid_at timestamp is set automatically when you mark an invoice as paid. |
| Overdue | Payment past due. |
Generating Invoices
To generate invoices from your cost data:
- Navigate to Costs > Invoices
- Click Generate Invoices
- Select the year and month
- Choose whether to overwrite existing invoices for that period
- Click Generate
Upmetr creates one invoice per active cloud account, summing all CostRecord entries for that month. Accounts with zero cost are skipped.
Use the Overwrite existing option to recalculate invoice amounts after a cost sync brings in updated data from your provider.
Generate Historical Invoices
Need to backfill invoices for past months? Click Generate Historical Invoices to scan all your cost records and create invoices for every month with data.
The status is assigned automatically based on age:
- Current month — Draft
- Last 2 months — Pending
- Older than 2 months — Paid (assumed settled)
Historical generation does not overwrite invoices you’ve already manually updated. If an invoice exists, only its amount is recalculated — the status is preserved unless it’s a Draft for a month that has ended (promoted to Pending).
Managing Invoices
Once invoices are generated, you can:
- Mark as Paid — Updates the status and records the payment timestamp
- Edit amount or notes — Adjust the total or add context (e.g., “Includes support hours”)
- Delete — Remove an invoice entirely (admin only)
Invoices support filtering by cloud account and status for quick lookups.
Troubleshooting
| Issue | Solution |
|---|
| No cost data showing | Ensure the cloud account has billing permissions (e.g., ce:GetCostAndUsage for AWS). Cost data may take 24-48h to appear for new accounts. |
| Stale data | Click “Sync Costs” for a manual refresh. Check cloud account connection status. |
| Budget not alerting | Verify the budget threshold percentage and that notification rules include “Budget Threshold” trigger type. |
| Costs don’t match AWS console | Minor discrepancies are normal due to sync timing. Check the date range matches. Upmetr uses unblended costs by default. |
