See how one normal Outlook transaction quietly creates margin risk, delivery risk, uninvoiced revenue, and broken payment follow-up.
Outlook shows the emails. TransactLens shows the transaction.
A customer asks for a quote. A supplier sends pricing. A discount is discussed. A customer PO arrives. Delivery is followed up. Invoices and payment promises happen by email.
In Outlook, these look like separate messages and threads.
In TransactLens, they become one live business transaction with evidence, risks, missing steps, and recommended actions.
Most quote-to-cash work happens in Outlook, but Outlook only shows messages. TransactLens connects the customer, supplier, finance, delivery, and internal conversations into one live transaction.
Each step shows what Outlook displays and what TransactLens detects when it connects evidence across departments.
“Please quote for 50 CCTV cameras including installation.”
A customer email asking for pricing.
None yet.
Evidence: customer enquiry email
Current risk: None yet
“Our price is $82,000. Quote valid until tomorrow.”
A supplier email with pricing.
Supplier quote has limited validity.
Evidence: supplier quotation email
Current risk: None yet
“Please find our quotation for $115,000.”
An outgoing customer email with a quote.
None yet.
Evidence: outgoing quotation email
Current risk: None yet
“Can you reduce the price? We need this within budget.”
A negotiation email.
Potential margin pressure.
Evidence: customer negotiation email
Current risk: None yet
“Attached PO for $110,000. Please proceed.”
A customer approval email with a PO.
The customer PO is $5,000 lower than the latest quotation. Margin is reduced before supplier ordering.
Evidence: latest quotation + customer PO email
Current risk: Customer PO mismatch
“No supplier order evidence found after customer approval.”
Nothing obvious. The missing email is invisible.
Delivery and margin are at risk if supplier pricing expires before the order is placed.
Evidence: customer PO + supplier quote + missing supplier order
Current risk: Supplier order missing / supplier quote expiring
“Installation completed. Handover signed.”
A delivery or operations update.
Invoice must now be submitted to avoid collection delay.
Evidence: delivery confirmation email
Current risk: Supplier order missing / supplier quote expiring
“No invoice submission found after delivery completion.”
Nothing obvious. The missing invoice is invisible.
$110,000 may be sitting delivered but not invoiced.
Evidence: delivery confirmation + missing invoice evidence
Current risk: Delivered but not invoiced
“We will arrange payment next Monday.”
A customer reply inside a finance thread.
The payment promise is broken and needs follow-up.
Evidence: payment promise email + no later payment confirmation
Current risk: Payment promise broken
One transaction. Five conversation chains. Four business risks.
Clarify the customer PO value, verify supplier order status, submit the invoice, and follow up on the broken payment promise.
Every insight links back to the email, attachment, or missing evidence that supports it.
TransactLens finds these risks automatically across your customer, supplier, finance, delivery, and internal emails in Outlook.
Read-only Outlook access. No autonomous sending. Evidence-backed insights. Human review for uncertainty.