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Data security statement

How CloudMonitor reads your Azure data — and what it never touches.

A plain-English explanation of CloudMonitor's data handling. Suitable to share with your security and procurement teams.

The four guarantees

Four data-handling commitments.

Hosted SaaS

Encrypted in transit and at rest

Read-only

CloudMonitor cannot modify your resources

Revocable

You can cut access from the Azure portal

Audited

ISO 27001 + 9001 + 42001 certified

Where your data lives

Your cost data never leaves the storage account you own.

CloudMonitor reads your FOCUS billing export in place through a Microsoft Fabric OneLake shortcut — read-only, no second copy — and only your authorized users see the reports and Finn, the FinOps agent, that come out of it.

How your Azure cost data reaches CloudMonitor Your Azure Cost Management writes a scheduled FOCUS export into a storage account in a resource group you own, inside your own Azure tenancy. CloudMonitor's managed SaaS on Microsoft Fabric, in our tenancy, reads that export in place and read-only through a OneLake shortcut, then serves two surfaces off the same data: a Microsoft Fabric app of reports and insights, and Finn, a natural-language Fabric data agent. Both are consumed by your IT and FinOps team, business unit owners, and executives. YOUR AZURE TENANCY Azure Cost Management scheduled FOCUS export CLOUDMONITOR RESOURCE GROUP Storage account ADLS Gen2 · hierarchical namespace exports landing zone your data stays here Read-only service principal no access to your other resources OneLake shortcut read in place · no copy OUR AZURE TENANCY CloudMonitor on Fabric · managed SaaS Microsoft Fabric OneLake shortcut + pipelines transforms your exports CloudMonitor Fabric app reports, insights & recommendations Finn · the FinOps agent Fabric data agent ask your costs in plain English YOUR PEOPLE IT / FinOps team monitor & optimize Business unit owners cost accountability CFO / execs spend visibility
Your exported cost files never leave the storage account you own — CloudMonitor reads them in place, read-only, through a Microsoft Fabric OneLake shortcut, then serves both the Fabric app and Finn, a natural-language FinOps agent.

What we read

We read billing metadata, and nothing else.

CloudMonitor reads the FOCUS-format billing export and a small set of resource metadata fields (resource IDs, types, regions, tags, SKUs) via the Azure Resource Graph.

We do not read application data, customer data, secrets, configuration files, or anything inside the resources themselves. CloudMonitor has no visibility into your VMs, databases, storage contents, or application traffic.

  • FOCUS billing export
  • Resource Graph metadata
  • Azure Advisor recommendations (where available)
  • Resource type, SKU, region, and tag metadata

How we access

Scoped read-only access, revocable any time.

CloudMonitor reads your Azure billing data under scoped, read-only permissions. You control the scope and can revoke access from your Azure portal at any time, without contacting support.

The delegation is read-only and scoped to billing metadata — no write access, and no support ticket needed to remove it.

Where the data lives

In the region you choose.

Your billing data never leaves the storage account you own — CloudMonitor reads it in place through the OneLake shortcut and never makes a second copy. It stays encrypted, isolated per customer, and accessible only to your authorized users, in the region you choose at sign-up.

Pick the data residency region at sign-up — Australia, EU, US, or any other supported region — to meet your compliance and sovereignty requirements.

FAQ

Trust, security & beta questions

Do we host any infrastructure in our Azure tenancy?

Next to nothing. CloudMonitor's platform runs entirely in our Microsoft Fabric tenancy — no Fabric capacity for you to license, no Hubs deployment, no compute or managed app in your tenant. The only Azure resource you create is one storage account that receives your scheduled cost exports; CloudMonitor reads it in place and needs nothing else. The annual license covers the Fabric capacity we run for you, and your team just gets a hosted SaaS URL and a Fabric app.

Does CloudMonitor follow least-privilege access?

Yes. Every permission CloudMonitor asks for is the minimal access needed to read your cost and usage data — read-only wherever Azure allows, scoped to the subscriptions and billing scope you choose. The only write or management access anywhere in setup is a single, tightly scoped role on the storage account that receives your cost exports, used only to create and run that export. Full detail is in the access guide.

Where is our data stored?

CloudMonitor is a hosted SaaS platform running in our Microsoft Fabric tenancy. Your billing data stays in the storage account you own. CloudMonitor reads it in place through a OneLake shortcut, read-only, and never makes a second copy. The CloudMonitor environment that reads it and serves your reports runs in the data residency region you choose at sign-up — encrypted in transit and at rest. Every customer gets a dedicated Microsoft Fabric workspace, so your data lives in its own isolated workspace and is never co-mingled with another customer's. CloudMonitor staff access is restricted, audited, and gated by least-privilege controls, and only your authorized users see your reports.

How does our Azure billing data reach CloudMonitor?

You configure a FOCUS cost export to an Azure Storage account in your tenant and grant CloudMonitor scoped read-only access to it. CloudMonitor ingests that export into your dedicated Microsoft Fabric workspace, where it becomes your reports. Only billing and resource metadata moves — never the data inside your resources. See the Information Trust Center for the full data-flow detail.

How is our data isolated inside Microsoft Fabric and OneLake?

Every customer gets a dedicated Microsoft Fabric workspace, and your data lives in that workspace's own OneLake storage. The workspace is the isolation boundary, so your data is never co-mingled with another customer's. The CloudMonitor application is scoped to your workspace and has no path to read across workspaces. Authentication and authorization are handled entirely by native Microsoft Entra ID and Fabric workspace roles; we have not built a custom identity or permissions layer on top, so access is governed by the same Microsoft security model that protects the rest of your Azure estate. Only the Entra users you authorize can reach your data. See the Information Trust Center for the full posture.

Can CloudMonitor see our application data?

No. CloudMonitor reads only billing metadata and resource-level metadata (IDs, types, SKUs, tags). It has no access to data inside your resources.

What level of Azure access do you need?

Read-only, scoped to your billing data. You can limit it to specific subscriptions and revoke it from the Azure portal at any time. CloudMonitor has no write access to your workloads or the data inside your services. The one exception is a tightly scoped management role on the single storage account that receives your cost exports, used only to set up that export. Nothing else in your environment is writable by CloudMonitor.

CloudMonitor says it's read-only — why does it need a write role on the storage account?

CloudMonitor's access to your cost and usage data is read-only. The one management role it needs — on the single storage account that receives your cost exports — exists only so CloudMonitor can create and run the scheduled Azure Cost Management export that lands your billing data there. Azure requires write access on the destination account to set up an export; it gives CloudMonitor no access to your other resources or to the data inside your services, and reading the exported files back uses a separate read-only role. See the access guide.

Does CloudMonitor need any Microsoft Entra directory or Graph permissions?

No. Authorizing CloudMonitor provisions our application in your Microsoft Entra tenant, but it requests no directory or Microsoft Graph permissions — so consenting grants no access on its own. All of CloudMonitor's access comes from the read-only Azure role assignments you make, scoped to the subscriptions and billing data you choose. See the access guide.

Do we share a client secret or storage access keys with CloudMonitor?

No. CloudMonitor connects through a multi-tenant service principal that we provide and you authorize — you don't create or hand over a client secret, and no storage account access keys are shared. CloudMonitor authenticates to your storage and the Azure APIs over Microsoft Entra ID using the read-only role assignments you grant, which you can revoke at any time.

Does the cost-export storage account cost us anything?

Very little. CloudMonitor's cost exports are small files and Azure Data Lake storage is inexpensive, but they accumulate over time. You can cap the cost by applying an Azure Blob Storage lifecycle-management policy that automatically deletes exports older than a retention window you choose — keeping enough history for the trends you rely on. It's the only Azure resource you create for CloudMonitor.

Can we audit what CloudMonitor reads?

Yes — Azure Activity Log shows every read against your subscriptions. The reads originate from CloudMonitor's authorized identity and are logged like any other Azure action.

Are you ISO certified?

Yes — ISO/IEC 27001:2022 (Information Security), ISO 9001:2015 (Quality Management), and ISO/IEC 42001 (AI Management). Certificates available under NDA — see the certification statement.

Can we get a SOC 2 report?

CloudMonitor is ISO/IEC 27001 certified, which covers the same controls. We can share the certificate and a Stage 2 audit summary under NDA — request the Security Pack. See the full ISO 27001 + 9001 certification statement for scope, certifying body, and audit cadence.

How do you govern the AI and agentic features?

CloudMonitor operates a certified AI management system under ISO/IEC 42001 — covering AI risk assessment, transparency, human oversight, and lifecycle controls. Every agentic FinOps action runs against scoped permissions, an approval workflow, and a reversible audit trail.

How do you handle a breach?

CloudMonitor maintains an incident response plan aligned to ISO 27001 Annex A.16. Because CloudMonitor only ever holds billing and resource metadata — never the data inside your resources — a breach of CloudMonitor systems would not expose your application data. We notify affected customers within 24 hours of confirming any incident with potential impact.

Can we run a penetration test?

Yes — coordinate via Customer Success. We support customer-initiated pen tests against the CloudMonitor app and admin app surfaces.

Is CloudMonitor certified by Microsoft?

Yes — CloudMonitor is a Microsoft Solutions Partner with certified software for Azure. The designation confirms the platform has been technically reviewed for interoperability with Microsoft Azure and validated against Microsoft Marketplace customer-success criteria. Procurement teams can reference the Microsoft Learn overview of the designation and the Information Trust Center for the full certification stack (ISO 27001, ISO 9001, ISO 42001, FinOps Specialty Solution, and Microsoft Solutions Partner).

What happens to our data if we cancel?

When you cancel, revoke CloudMonitor's access from your Azure portal and request data deletion. We delete your data within 30 days; nothing is retained beyond contractual backup windows.

How do we get a copy of the certificate?

Certificates are available for download on request. Open a ticket via the Support Helpdesk and we'll send the current certificates within one business hour.

How often are you audited?

Annual surveillance audits, with full re-certification every 3 years. Our most recent surveillance was in February 2026.

How is each customer's data kept isolated?

Every customer gets a dedicated Microsoft Fabric workspace, and their data lives in that workspace's own OneLake storage — the workspace is the isolation boundary, so no two customers' data is ever co-mingled. As a partner you get a portfolio view across your book of business, but each of your customers only ever sees their own data. Full posture is on the Information Trust Center.

What exactly am I approving?

You are provisioning the CloudMonitor application in your Microsoft Entra tenant so we can grant it read-only access to your costs. CloudMonitor cannot change your resources and cannot read the data inside your services.

What happens next?

As soon as you authorize, we start processing your cost data and setting up your reports. We'll reach out by email with your access once it's ready, and we'll let you know if we run into any issues connecting your account.

How much does the beta cost?

There is no cost for the first two months, in return for your feedback as an early adopter.

Can either side end the beta at any time?

Yes. Either side can end the beta immediately, with no notice period and no call required. To end it from your side, revoke the CloudMonitor app in your Microsoft Entra tenant, or email us and we'll switch off access. Either way, we stop processing your cost data.

What am I agreeing to by authorizing?

By authorizing, you agree to take part in the CloudMonitor beta and you accept our Terms and Conditions. You understand that the beta is pre-release software that may contain bugs, and that we will not require feedback from you.

Where do I find my tenant ID?

In the Microsoft Entra admin center under Overview → Tenant ID, or in the Azure portal as the Directory ID. It is a 36-character GUID.

Do I need to be an administrator?

Approving access requires the Microsoft Entra Cloud Application Administrator role — the least-privilege role for this step, and the one we encourage rather than using a Global Administrator. On the beta sign-up page you can enter your details and forward the authorization link to whoever holds that role.

Who sees my cost information?

Only your team and the CloudMonitor onboarding team helping you set up. During the beta, our onboarding team will be debugging and evaluating your data for the purpose of the beta, for the duration of the beta; after the beta, that access moves to a support-request-only basis.

Can you see any PII data?

No. There's no personally identifiable information in any of the cost datasets. See what data CloudMonitor can see for the exact schemas.

Will all existing customers be updated?

Yes. We are offering the beta to our existing customers first, and they will be upgraded to the new version.

Are we adding more features to the old version?

No. The old technology is considered legacy and very hard to extend. The new technology we're using is built for agentic development, which means faster delivery and shorter release cycles. We will not be updating the old version, although we will support it until all our customers are migrated to the new version.

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Need to brief your security team?

We provide NDAs, security questionnaires, and our ISO certification details on request.