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Fix the Data, Then Let AI Scale It

For SMB’s Using Solutions like QuickBooks Online, Service Titan or Jobber, High-Quality Data Is Critical for AI

Many small and mid-sized businesses now run on a combination of operational and financial tools. A typical stack might be QuickBooks Online (QBO) for accounting plus Service Titan or Jobber for field operations. Noobeh helps these businesses centralize their data, making it available for analysis and AI.

What we increasingly find is that various AI vendors promise AI-powered forecasting, automation and insights, but AI does not create clarity on its own. When data across these systems is inconsistent or poorly structured, AI simply automates confusion. To get real value from AI, SMBs must first ensure their data is accurate, aligned, and trustworthy.

The Reality of Disconnected SMB Systems

For these small businesses, each system serves a different purpose. QuickBooks tracks financial transactions, revenue, and expenses, where Service Titan or Jobber manages the jobs, customers, technicians and billing. There may be problems lurking in these various systems, and it is often revealed when the data is centralized and made ready for reporting and AI-enabled analytics.

These problems arise when the same business concepts—customers, jobs, revenue, costs—are represented differently in each system. Common examples of this include jobs marked as complete in Service Titan or Jobber but not fully invoiced in QBO, or customers duplicated or named differently across platforms, or any situation where manual spreadsheet adjustments are needed to make the reports work.

Imagine training your AI on this data. It isn’t going to resolve the data issues or repair them, it will repeat them at scale.

A Practical AI-Ready Data Path for SMBs

Before deploying AI features across QBO, Service Titan or Jobber, our consulting teams help our clients focus on making sure the data is ready by cleaning and standardizing QBO financial data and ensuring jobs, customers, and invoices align across systems. Our cloud services team leverages Azure platform services to create automation and eliminate manual spreadsheets and workarounds. Then we centralize the data in Microsoft Fabric, creating a single source of truth allowing reports to be validated prior to laying AI on top. This approach turns AI from a grand experiment into a dependable business tool.

Trust Is the Real Measure of AI Success

AI only delivers value when business owners, finance teams, and operators trust the outputs. That trust comes from seeing numbers that reconcile, reports that make sense, and predictions that align with reality. When this alignment occurs through high-quality data, AI forecasts become credible and insights are explainable. Decision-making improves consistently.

Fix the Data, Then Let AI Scale It

AI can help SMBs compete with much larger organizations—but only when it’s built on a strong data foundation. QuickBooks Online, Service Titan, Jobber, and Microsoft Fabric form a powerful stack, but their value depends on data quality and alignment.

For SMBs, the winning strategy is clear: fix the data first, then let AI scale what’s already working.

jm bunny feetMake Sense?

J

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AI FOMO and Your Business

“AI FOMO” (Fear of Missing Out) has become a major force behind business adoption of artificial intelligence.

Rather than pursuing AI with a clear strategy, too many organizations are investing because of competitive pressure, media buzz, and fear of falling behind. This reactive approach often leads to rushed, expensive, and poorly executed initiatives that fail to create real value—and can even spark internal friction.

Surveys show that a large share of IT leaders and executives—sometimes more than 60%—acknowledge that FOMO significantly influences their AI adoption decisions. This fear is fueled by rapid technological change, assumptions that competitors are gaining an advantage, and limited understanding of what AI can and cannot actually do.

Implementing AI without thoughtful planning or alignment to business needs often results in wasted investments in tools that don’t address real problems. Projects may stall in the early stages or fail to produce any measurable benefit or return on the investment.

Among the biggest challenges with AI centers on data and trust.

When a business puts speed of development above quality and security, it can lead to data errors, AI “hallucinations” and just plain wrong answers that diminish trust in AI systems. Workers may already feel threatened or undervalued, which creates anxiety and slows tech adoption, so care must be taken to not prematurely introduce AI that may further erode trust in the technology.

I’ve always understood that technology isn’t just a tool, it can be a strategic advantage helping businesses gain in ways not previously available. The key is to move away from fear-based adoption and toward a deliberate, value-driven approach.

Start with identifying the real business problem. With AI, figure out what problems you need the technology to solve for you rather than asking what AI can do. Just because AI can do something doesn’t mean you want it to do it for you, or that it will deliver any real value to your process or operation.

Change for the sake of change makes no sense, so it is essential to understand if there is actually a problem that AI may be able to solve and that the benefits of the solution outweigh the cost to develop and the risk potentially introduced. Start small and have pilot projects in low-risk but high-impact areas of the business where the organization can learn and refine before scaling.

Among the most important aspects of AI in business is the data the AI works with. This is where many businesses fail in their initial attempts with AI development, due largely to the fact that data is siloed or segregated and completely unclassified or categorized.

For AI development to deliver effective business benefit, high-quality, organized data and solid data infrastructure are essential.

AI systems learn directly from the data they are given. If the data is incomplete, inaccurate, inconsistent, or poorly managed, the AI’s performance will reflect those flaws. AI models are only as good as their data because AI systems—especially machine learning and generative AI—identify patterns and make predictions based on training data.

Poor-quality data results in biased, unreliable, or incorrect outputs. High-quality data supports accurate, trustworthy, and consistent results. If an AI is trained on inaccurate or inconsistent information, it will learn (and repeat) those errors.

    Shift from a fear of missing out to a fear of missing the advantages of AI.

    The focus should be on maximizing AI’s potential to create a competitive advantage, taking strategic risks that are aligned with the business goals. Replace fear-driven decision-making with thoughtful, goal-oriented planning and turn AI into a meaningful source of long-term value and differentiation rather than an anxiety-inducing trend to chase.

    Noobeh cloud services works on the Microsoft Azure platform, creating data platforms and delivering services that fuel and support AI development. Let us create the dynamic data infrastructure your business needs to develop the intelligence to propel you forward.

    jm bunny feetMake Sense?

    J

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    Unlock KPIs and Improve Reporting with QuickBooks

    It is surprising how many businesses still keep boxes of 3×5 ledger cards with customer and vendor information on them. More likely than the card box, the business may be storing its essential customer billing and vendor product information in the accounting system because that is the system they have.

    These growing businesses need a better system to capture more information that delivers greater detail for accounting and reporting purposes. Just as likely, the business has other information it should and possibly could be capturing but isn’t sure about what steps to take next.

    When details that inform a process are not part of an integrated system, it creates greater potential for lost or inaccurate data. The larger the volume, the more difficult and error-prone managing the information becomes.  

    Business needs more detailed information about… everything.

    Businesses may need to track time for payroll or jobs or both, job tracking may be a requirement, inventory tracking or more detailed inventory management may all be areas for greater attention. Mendelson Consulting can help develop these capabilities by making sure the business is using the right software, and then enabling the functionality needed to support the workflow and capture more and better data.

    No data means no KPIs.

    More and better data means more information to fuel KPI reporting. Key performance indicators can reflect operational performance in a variety of areas and may help identify where improvements are required.

    Using data from the accounting and operational systems, businesses of all sizes measure their effectiveness using KPIs to evaluate the successes – or failures – of their processes and activities.

    Mendelson Consulting’s team of QuickBooks Enterprise Experts and ERP consultants provide guidance, implementation and training, and report development to get beyond bookkeeping to proper processes that result in good accounting data. Mendelson’s cloud services team – Noobeh – sets it all up on Microsoft Azure, where data connectors, data warehouses and Microsoft Fabric weave it all together.

    Whether just starting out or an enterprise or franchise expanding at a national or global level, we help businesses do more with their systems and software. We understand each stage of business and how to help our clients reach their next best level.

    jm bunny feetMake sense?

    J

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    Mo Bigger Data

    Losing valuable business data is a terrible thing. It is worse when it’s done on purpose. Every business faces changes in accounting or operational systems over the lifetime of the company and these changes more frequently than not include losing data of some type. And that means losing business intelligence.

    The frustrations of changing business systems are compounded the further into the business life cycle the change comes. Much of the historic intelligence of the business is derived from the earlier days of operation. This is data which reflects the stages and activities of the business over time. When a business reaches a point where data volume or list sizes force a systems change, much of that early historic data is ultimately abandoned. There is so much data to load into a new system that the task often proves too daunting for the company, so valuable historic detail information is lost and summary information is loaded into the new system.

    As a business matures, and for the business to mature in a healthy manner, specific and detailed information must be captured and analyzed. Software addressing a broad view of the business, offering only generalized functionality and basic process support, will not provide a growing business with the operational support and resultant business intelligence needed at this level.

    For example, a manufacturing business needs to fully understand and manage the manufacturing processes and materials supply chain to ensure profitability and consistent product quality. A retailer needs to know which products sell in which markets to ensure product stock and availability to key customers. And all this information is time-critical if the business is to make necessary adjustments in time to benefit from them.

    In the end, it is the demonstration of well-defined processes, deep insight into the business operational metrics and financial performance, and the ability to effectively and accurately report on this information that creates a basis for provable business value.

    Mendelson Consulting understands how important it is to not just collect the right data to support various processes, but to use that data to better understand operational and financial performance. As operations grow, so does the need to collect data from a variety of possible sources, from phone systems to time clocks and more. Even getting data out of the accounting system can be a challenge, but there is tremendous value in having transparency of business data.

    From data warehouses to data lakes, Power BI and data visualization, we help businesses access their information and develop reporting that not only informs but helps deliver greater insight which leads to improvements in performance and profitability.

    When information is power, we help owners and stakeholders gain mo power by being mo better informed.

    jm bunny feetMake sense?

    J

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    Transform Your Business with M365’s Integrated Accounting Solution

    The Best Alternative to QuickBooks May Be Part of a Fully Integrated Framework You Already Use

    When looking at the business accounting and finance systems available in the market – particularly considering those which have earned a level of market share – there are visible gaps – big ones.

    This is clearly reflected in the numbers, where Intuit QuickBooks leads in the small business market but has no reciprocal in the midrange or enterprise markets.

    QuickBooks fits into that early space where the business is just starting out, but QuickBooks Enterprise can expand to keep more detailed customer, vendor and item information. Yet there often comes a point where a business has requirements that extend beyond the ability of the QuickBooks software.

    Sometimes the mere thought of change is so terrible, usually based on a bad initial implementation experience, that the business uses the software far beyond what it was built to handle. In other cases, add-on solutions are adopted which offer more in-depth or complex capabilities to handle the growing business requirements. Both options may prove to be temporary solutions, meeting most functional demands as long as business needs don’t change.

    If a change is in order, it makes sense to consider the benefits of using tools built on a familiar platform that is essentially a framework for designing exactly the system the business needs now, and which has flexibility and scalability enough to change as the business changes.

    We understand that an integrated framework can provide much more scalability and support than a standalone solution.

    We also recognize that, in today’s modern business, creating workflow efficiency and enabling user productivity are paramount.

    While many products calling themselves ERP systems offer a broad range of functionality, integration, and data management capability, they often dictate more to the business how it must operate rather than revealing how it might operate.

    Instead, we believe every business should have the opportunity to adapt their business software to make it easier for users to accomplish their work effectively while delivering the data and insight to guide the operation forward.

    The need is for an entire tech stack and framework, not simply an application.

    Competing ERP systems on the market typically address more and increasingly complex business processes while scaling to support larger business sizes. But the cost and complexity of these products, coupled with poor or too-expensive implementation services, is often the barrier to their adoption and retention.

    In most cases, there is no small business version of the big business software, so the upgrade path is unclear and problematic.

    Given the huge gap between the “typical” small business system and the upper-levels in the enterprise applications catalogue – the transition from very small to very large software is not likely to be made in a single step. Yet businesses can reduce the number of migration steps in the lifecycle of the company by moving to a flexible platform that can adapt and scale with the operation.

    There are three things every business does: communicate, produce information, and keep score.

    Microsoft places at the top with the first two, providing email and other communication tools used by businesses of all sizes around the globe, and creating the Microsoft Office family of productivity tools recognized and used by just about everyone.

    In the third spot, keeping score, Intuit QuickBooks remains the clear winner. But when the business needs something beyond QuickBooks, or desires to have a solution that fits better, and maybe even integrates into their current M365 working environment, we can introduce the stakeholders to M365 Dynamics Business Central.

    Business Central is part of the Microsoft 365 family of products.

    Business Central is part of the Microsoft 365 family of products and is integrated with Microsoft Outlook directly, as well as the rest of the family of applications.

    It is all able to be connected to the Microsoft Fabric, which weaves together the solutions and services that drive business operations around the globe.

    Microsoft has the framework to provide the entire stack of applications, services and technologies working seamlessly together to deliver functionality and process support to fit the business and how it works.

    When a siloed financial solution no longer supports the business requirement, or as operations become unworkable due to software that no longer fits the needs, connect with the experts at Mendelson Consulting to see what options are available.

    There is never just one way to solve a problem, but there is usually a best way.

    jm bunny feetMake sense?

    J

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    Streamline Your Accounting: Add-Ons vs. Full Migration

    Growing businesses have growing needs.  More customers, more products, more workers, more vendors. More of everything, and the need to keep track of it all comes along for the ride. With business accounting systems, one of the challenges of supporting more detailed or complex processes is the idea of changing over to an entirely different solution.

    Instead of thinking in terms of migration, it is often better to preserve the knowledge, training, and data already invested in the current solution, and add on to that system to support the expanded processes or functionality.

    This is a buying decision in the business lifecycle: enable new systems and processes versus a comprehensive solution migration.

    In many cases, the add-on or extension for QuickBooks is a better answer than a migration to an entirely different – more expansive and more expensive – ERP solution. Part of the reason is the historical data. Another is learning.

    The early years of a company are the formative years, where much learning is accomplished. Losing the fidelity of this data and the organizational knowledge that developed is losing a past that could be learned from. There is also tremendous value in the working knowledge of the team members who utilize the systems every day. Preserving any of these investments is of benefit to the organization.

    Mendelson Consulting works with business owners and stakeholders who know they need to expand systems and capabilities but just aren’t sure where to begin.

    Our QuickBooks Enterprise experts, ERP consultants and cloud specialists can help identify the gaps in information, processes and workflows, and identify the solutions to solve the problems and smooth the flows. From QuickBooks add-ons, extensions and sync solutions to other ERP options, we provide our clients what they need to do more and better business.

    jm bunny feetMake sense?

    J