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Finance at a glance

For finance1 min readUpdated for v4.0

Your view

The Finance viewer role reads what the organization spends on agents: this month against the limit, by project, by person and by model. It never changes anything.

Before you start: your admin invites you with the Finance viewer role. You see a Read-only chip under your name.

1. Open Cost

Section titled “1. Open Cost”
In the sidebar, open Workspace › Operations, then the Cost tab.
In the sidebar, under Pages, choose Cost.
The Cost page for the Finance viewer: the Read-only chip, the Operations pages and the spend tiles (Manage view)
The Cost page for the Finance viewer: the Read-only chip, the Operations pages and the spend tiles (Manage view)

Manage view

The Cost page for the Finance viewer: the Read-only chip, the Operations pages and the spend tiles (Hands-on view)
The Cost page for the Finance viewer: the Read-only chip, the Operations pages and the spend tiles (Hands-on view)

Hands-on view

  • 1 Read-only: your role can read everything here and cannot change anything.
  • 2 The Operations pages: Cost, Usage & cost, Spending limit, Spending approvals and Ask the organization. Your pages: Cost, Ask the organization and Release Ready. All pages has the rest.
  • 3 Spend at a glance: what was billed, what runs on your own AI subscription would cost at list price, tokens, and the monthly limit.
TranscriptCost shows what you have spent this month against your limit. Where it goes splits it by project, person or model.

2. What you can do

Section titled “2. What you can do”
You can You can’t
Read cost, usage, the spending limit and who signs spending Change the limit or who signs
Switch the period and group spend by project, person or model Approve or reject a spending request
Ask the organization questions about spend and releases Start runs, translate or change a project
Download the spend as CSV from Cost › More Invite people or change roles

3. Your daily check

Section titled “3. Your daily check”
  1. Open Cost. Read November so far and Limit a month.
  2. If the bar is past 80%, open Usage & cost to see who and which project.
  3. Ask the organization a question if something is unclear.

What’s next

Section titled “What’s next”
CostEvery tile and table on the Cost page.
Usage over timeSpend per day by project, person and model.
Spending limitsThe monthly limit and who signs spending.
Ask the organizationAsk about spend in plain words.