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Scanny AI

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The PO Bottleneck: Why Deals Stall at the Finish Line.

#startup #programming #ai #productivity

The "Yes" is verbal. The PO is legal. Here is how to bridge the gap instantly.

In high-value B2B sales, the "Close" is rarely a single moment. It's a process.

  1. Client says Yes.

  2. Contract is signed.

  3. The Purchase Order (PO) is issued.

  4. Invoice is sent.

Step 3 is where things often break.

The client sends a PDF PO to the sales rep. The sales rep is already celebrating and working on the next deal. They forget to update the "PO Number" field in HubSpot.

Two weeks later, Finance asks: "Why haven't we invoiced this?" Sales Rep: "Oh, I have the PDF right here."

That two-week delay impacts cash flow, revenue recognition, and commission payouts.

The "Stare and Compare" Problem

Even when the PO makes it to Finance, someone has to do the "Stare and Compare."

  • Does the amount on the PO match the Quote?

  • Is the Billing Address correct?

  • Is the PO Date valid?

This manual validation is slow and prone to error.

The Scanny AI Solution: Drive-to-HubSpot

You can automate this verification process using Google Drive as the ingestion point.

The Workflow:

  1. Ingestion: The Sales Rep (or the client) uploads the PO PDF to a shared Drive folder: Received POs.

  2. Extraction: SCANNY AI picks up the file. It reads the document structure to find:

  • PO_Number

  • Total_Amount

  • Vendor_Name

  • Billing_Address

  1. Validation (The Magic Part): Your workflow script (Zapier/Make/Code) compares the PO Amount from Scanny against the Deal Amount in HubSpot.

  • If they match: Update the HubSpot Deal with the PO Number and move to "Ready to Invoice."

  • If they differ: Create a Task for the Rep: "PO Amount Mismatch - Please Check."

Why This Matters for RevOps

You are turning a Subjective Process (reps typing things) into an Objective Process (AI reading the source document).

  • Clean Data: The PO Number in HubSpot is exactly what is on the PDF. No typos.

  • Faster Revenue: Invoices go out the same day the PO is received.

  • Audit Trail: You have a digital link between the file in Drive and the record in HubSpot.

Build the Bridge

Don't let your deals hang in "Verbal Commitment" limbo.

🎁 Early Access Offer: We are offering Free Credits to RevOps and Finance teams. Build the "PO Validator" workflow today and speed up your cash flow.

Process POs in seconds.

👉 Claim your Free Credits: https://scanny-ai.com/

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