AI transaction intelligence for Outlook

See every quote, order, and invoice — right in Outlook.

Your CRM and ERP only know what someone entered. TransactLens reads the business already happening in Outlook, connects customer, supplier, finance, and delivery emails into live transactions, then flags what is missing, delayed, risky, or ready to close.

5 chains
customer, supplier, finance, delivery, internal
Evidence-backed
facts linked to source emails
Read-only Outlook
no autonomous sending

Built for Outlook-driven quote-to-cash teams. No new ERP. No Outlook replacement.

Live transaction lens

ABC Properties — CCTV Upgrade

AI matched
Latest quotation
AED 115,000
Customer PO
AED 110,000
Supplier cost
AED 82,000
Supplier order
Not found
Business insight

Customer PO is AED 5,000 lower than the latest quotation. Supplier quote expires tomorrow, and no supplier order has been placed.

Recommended action: Clarify PO value before placing the supplier order.
Customer
Supplier
Finance
Delivery
60-second product story

See the anatomy of a lost transaction

Follow one normal Outlook quote-to-cash transaction and see how separate customer, supplier, finance, delivery, and internal emails hide four business risks.

View the story
The problem

Outlook shows messages. It does not show the transaction.

Quotations are sent in Outlook.
Discounts are approved in Outlook.
Supplier prices change in Outlook.
Customer POs arrive in Outlook.
Delivery promises are made in Outlook.
Invoices and payment reminders happen in Outlook.
Free tool

Estimate the revenue quietly leaking through email.

Uninvoiced deliveries and stalled quotes are two visible symptoms of a wider sales-cycle tracking problem. Use the compact calculator below, then see how TransactLens tracks the full cycle.

Revenue leakage calculator

Estimate leakage from sales-cycle gaps in Outlook.

Defaults are pre-filled so you can see the size of the problem immediately. Adjust the inputs to match your business.

Adjust assumptions
2.5%

Conservative planning assumption for one measurable sales-cycle gap. Adjust this to match how reliably delivery and handover evidence reaches finance.

15.0%

Planning assumption for quotes that go cold without systematic follow-up. Adjust this to match your quote aging and sales follow-up discipline.

15.0%

The share of stalled quotes that timely, systematic follow-up could realistically recover. Kept conservative on purpose.

Estimated annual revenue leakage
$453,000

$37,750/month · $1,742/working day

Unbilled deliveries$210,000
Stalled quotes recoverable$243,000

That's roughly the revenue from 129 orders — gone.

Estimate based on your inputs and typical B2B ranges. Adjust the assumptions to fit your business.

What TransactLens does

Scattered email chains become live business transactions.

For every transaction, TransactLens tracks the commercial path from enquiry to payment so your team can act without searching through dozens of emails.

Customer enquiry
Quotation and revision
Customer approval
Customer PO
Supplier quotation
Supplier order
Delivery status
Invoice submission
Payment promise
Collection status
Missing documents
Commercial risks
Explore by problem

Transaction intelligence pages for Outlook-driven teams.

Practical guides for the transaction gaps teams usually manage manually across customer, supplier, finance, and operations emails.

Outlook transaction intelligence

Outlook transaction intelligence

AI transaction intelligence for Outlook teams that need customer, supplier, finance, and delivery emails connected into live quote-to-cash transactions.

Quote-to-cash control

Quote-to-cash tracking software

Follow every deal from quote to cash without leaving Outlook. TransactLens tracks quotes, orders, deliveries, and payments in one place.

Sales order tracking

Sales order tracking in Outlook

Stop chasing order status across email threads. TransactLens tracks every sales order in Outlook — from confirmation to delivery to invoice.

Delivery to invoice gap

Delivered-not-invoiced orders

Deliveries that never got billed slip through email threads. TransactLens flags delivered-but-not-invoiced orders in Outlook so you stop losing revenue.

Supplier quote control

Supplier quote tracking in Outlook

Compare and track supplier quotes without digging through email. TransactLens organizes every quote in Outlook so nothing gets missed.

Finance and collections

Payment follow-up tracking in Outlook

TransactLens tracks overdue invoices and payment follow-ups in Outlook, so collections stop slipping through your inbox.

Comparison

TransactLens vs Copilot

Copilot helps read and write emails. TransactLens tracks the business transaction behind customer, supplier, finance, and delivery emails.

Trading companies

AI transaction intelligence for trading companies

TransactLens helps trading companies connect customer enquiries, supplier quotes, purchase orders, delivery evidence, invoices, and payment follow-up from Outlook.

System integrators

AI transaction intelligence for system integrators

Track project quotations, approvals, supplier quotes, installation, handover, invoicing, and payment follow-up from Outlook for system integrators.

Distributors

AI transaction intelligence for distributors

Help distributors track enquiries, quotations, supplier cost, customer POs, dispatch, delivery, invoices, and payment promises from Outlook.

What it catches

Risk signals your team usually finds too late.

TransactLens watches for missing evidence, mismatched values, delayed actions, and stalled handoffs across customer, supplier, finance, and operations conversations.

Quote waiting for follow-up
Customer approved, but no PO found
Customer PO does not match quotation
Supplier order not placed
Supplier cost changed after pricing
Delivery completed, but not invoiced
Payment promise broken
Transaction ready to close
Why not just Copilot?

Copilot helps with emails. TransactLens helps control the transaction.

Copilot helps you read, summarize, and draft emails. TransactLens connects related customer, supplier, finance, and delivery conversations into one live transaction, then monitors missing actions, deadlines, margin risk, delivery risk, invoicing gaps, and payment follow-up until closure.

How it works
  1. 1Connect Outlook securely.
  2. 2AI identifies commercial transactions.
  3. 3Related customer, supplier, finance, and delivery chains are grouped.
  4. 4Key facts are extracted with evidence.
  5. 5Business rules detect risks and missing steps.
  6. 6Ambiguous items go to human review.

AI builds the business picture. Humans approve exceptions.

Who it is for

Built for the teams who keep quote-to-cash moving.

TransactLens is useful when the real transaction is spread across departments, mailboxes, and conversation threads before it ever becomes a clean CRM or ERP record.

Sales and commercial teams

Know whether customer approval, PO value, quotation revision, and next follow-up are aligned.

Operations and delivery teams

See delivery, dispatch, installation, handover, and completion evidence without searching email chains.

Finance and collections teams

Track invoice gaps, payment promises, overdue follow-up, remittance evidence, and collection risk.

Owners and managers

Get a business-control view of quote-to-cash risk before it becomes lost revenue or delayed cash.

Manual tracker

Before TransactLens

Teams search Outlook manually, forward emails, maintain spreadsheets, and discover missing POs, supplier orders, invoices, or payment follow-ups too late.

AI transaction lens

After TransactLens

AI reconstructs the transaction from Outlook evidence, surfaces missing pieces and risks, and leaves humans to review exceptions.

What you get in the audit

A concrete view of where revenue, margin, and cash get stuck.

The audit is designed to prove value using real Outlook transaction evidence before a wider rollout.

See audit details

A transaction map across customer, supplier, finance, operations, and internal chains.

Missing evidence: PO, supplier order, delivery note, invoice, payment promise, or closure proof.

Value mismatches such as quotation vs customer PO, supplier cost changes, and margin risk.

A short next-action list showing who is waiting on whom and what should happen next.

Security and control

Designed as a control layer, not an autonomous email sender.

The product promise depends on trust: business users must see what AI found, why it matters, and what evidence supports it.

Read-only intelligence first

TransactLens analyzes Outlook evidence and does not autonomously send external emails.

Evidence-backed output

Every important fact is tied back to source emails or attachments so users can verify the reason.

Human control

Ambiguous matches, conflicts, and high-impact financial changes stay in review instead of being silently overwritten.

Built for email-driven businesses

Best fit: teams where quote-to-cash lives in Outlook.

Trading companies
Distributors
System integrators
Importers and exporters
IT and telecom resellers
Equipment suppliers
Freight and logistics companies
Project-based service businesses
Early access

Get an Outlook transaction audit.

We are onboarding a small number of companies for early pilots. Share a sample set of recent transactions and we will show what TransactLens can find: missing POs, stuck supplier orders, uninvoiced deliveries, payment risks, margin leakage, and delayed closures.