Tag: artificial-intelligence

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Advance Your Analytics and Reporting for QuickBooks Enterprise Desktop

Office workers analyzing business data and graphs on multiple computer monitors

QuickBooks Enterprise Desktop remains a strong fit for businesses that need more functionality and flexibility than Intuit’s online editions provide. Its cost is far lower than most ERP systems, and with the right add-ons, extensions, and reporting infrastructure, it can support sophisticated accounting, inventory, manufacturing, and operational needs. For many QB Enterprise customers, the next opportunity is not replacing QuickBooks—it is strengthening the analytics and reporting environment around it.

Many businesses eventually outgrow the reporting capabilities available directly inside QuickBooks Enterprise Desktop. They may need more flexible dashboards, consolidated operational data, cleaner KPI definitions, or faster access to information across departments. An external reporting approach can address those needs by extending QuickBooks data into a broader analytics environment.

Mendelson Consulting and Noobeh recommend using Microsoft Azure data infrastructure and Power BI to create a single source of truth for analytics and reporting. In this model, QuickBooks Enterprise Desktop and other operational systems feed a governed reporting foundation, so leaders can work from consistent data, trusted metrics, and timely insight when decisions need to be made.

QuickBooks provides useful built-in reports, but an external reporting approach can deliver deeper customization, broader data integration, and more advanced analytics. With Mendelson Consulting’s support, businesses can build a reporting foundation that combines QuickBooks data with information from other operational systems, giving leaders a more complete view of performance.

For organizations that rely on QuickBooks Enterprise Desktop every day, an external reporting strategy can turn accounting and operational data into a more flexible, scalable decision-support system. The following benefits explain why many growing businesses choose to extend QuickBooks reporting with Azure data infrastructure and Power BI.

Why should a business with QuickBooks Enterprise Desktop consider using an external reporting approach alongside QuickBooks?

Advanced Customization

Power BI allows you to design reports that provide exactly the insights you’re looking for, tailoring reports to align with your specific needs and metrics.

Data Consolidation

If your business uses other software systems or databases in addition to QuickBooks Enterprise Desktop, we can help connect to and consolidate data from those sources into a single reporting environment, giving you a holistic view of your business’s performance.

Data Visualization

Power BI has sophisticated data visualization capabilities, allowing you to create interactive charts, graphs, and dashboards. These visual elements can help you interpret data more easily and make informed decisions.

Cross-Platform Reporting

Noobeh creates Azure data infrastructure that enables automatic refreshes for Power BI data, giving teams access to current reports and analytics across devices and platforms. Power BI’s web and mobile access helps leaders monitor performance from anywhere while giving remote and mobile users more timely information.

Data Transformation

Using tools with data transformation and cleansing features, Mendelson Consulting and Noobeh can enable preparation of data for reporting without altering the original data in QuickBooks or other original sources.

Large Dataset Handling

For businesses with substantial amounts of data, Noobeh uses Azure elastic data infrastructure to handle larger datasets more efficiently and with greater agility, providing for faster reporting performance.

Long-Term Scalability

As your business grows, your reporting needs will become increasingly complex. Power BI, supported by a strong data infrastructure foundation, can scale to accommodate greater data volume, more complex reporting requirements, and broader analytics needs.

Microsoft Fabric, Azure, and Power BI can provide the foundation for a strong analytics environment, but successful implementation requires planning, data modeling expertise, security design, and ongoing support.

Working with an experienced team helps reduce the learning curve and ensures the reporting foundation is built for reliability, usability, and scale. Mendelson Consulting and Noobeh can help build the data infrastructure and reporting environment needed to turn QuickBooks Enterprise Desktop data into stronger analytics, clearer business intelligence, and better decisions.

Together, Mendelson Consulting and Noobeh bring a rare combination of strengths: deep QuickBooks Enterprise Desktop expertise, practical accounting and operational knowledge, and advanced Microsoft cloud and data infrastructure capabilities. That combination matters because effective reporting is not just a technology project—it requires understanding how the business runs, where the data originates, what leadership needs to see, and how to build a scalable foundation that can grow with the organization.

With Mendelson Consulting’s decades of experience helping QuickBooks Enterprise customers solve real business challenges and Noobeh’s expertise in Azure data infrastructure, Microsoft Fabric, and Power BI, businesses gain more than dashboards. They gain a trusted team that can design, build, and support a reporting environment grounded in clean data, meaningful KPIs, and actionable insight.

Let Mendelson Consulting and Noobeh help turn your QuickBooks Enterprise Desktop data – and the data across your broader operations – into a connected analytics platform that supports better decisions today and scales for tomorrow.

If your team is ready to move beyond static reports and gain faster, clearer insight from QuickBooks Enterprise Desktop and your broader operational data, contact Mendelson Consulting to start building a reporting foundation that supports better decisions today and scales with your business over time.

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The Rise of AI in Small Business Operations

Three professionals discussing holographic data displays in an open office environment

AI is no longer just a big-business advantage. Small businesses are adopting it quickly to save time, streamline everyday work, and help their teams get more done, not replace them. For companies trying to do more with less, that appeal is hard to ignore.

Depending on the study, AI adoption among small businesses is estimated anywhere from 58% to 89%. The common thread is clear: business owners are using AI to automate repetitive tasks, boost productivity, and free up employees for higher-value work. Generative AI is especially gaining traction, with usage now nearly double the 2023 rate.

Here’s what the latest research tells us:

  • U.S. Chamber of Commerce: Generative AI is becoming mainstream for small businesses. Nearly 60% now use it (more than twice the 2023 rate) and 82% of AI-using businesses also added employees over the past year.
  • JPMorgan Chase Institute: Newer businesses appear to be moving fastest. The institute found that 2025 startups reached 10% AI adoption within their first six months, showing how quickly AI is becoming part of the modern startup toolkit.
  • Goldman Sachs 10,000 Small Businesses Voices: Adoption is high, but deep integration is still a work in progress. While 76% of small businesses use AI, only 14% have fully built it into core operations.
  • ICIC Research: The benefits are showing up inside the workplace, too. More than 60% of owners say AI has improved employee productivity and job satisfaction, though data privacy and limited technical expertise remain real hurdles.
  • OECD Discussion Paper: For smaller enterprises, AI can be a practical way to compete, innovate, and stretch limited resources further, especially when adoption is tied to clear business goals.

Taken together, these findings point to a simple but important conclusion: AI adoption is no longer about whether small businesses should experiment with the technology. It’s about how they can use it thoughtfully, securely, and strategically to create real business value.

Noobeh can help you prepare your systems and data for AI. After all, even the best AI tools can’t deliver meaningful results if your processes are unclear, your workflows are inconsistent, or your data is disorganized.

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AI Tools Revolutionizing Small Business Operations

Cafe worker using a laptop at a table while staff serve customers

AI is no longer just for big companies. Small businesses are using it to save time, sharpen marketing, improve customer service, and make everyday decisions. Adoption is moving quickly, too: by 2024, surveys estimated that 20% to 40% of U.S. businesses were using AI tools. Among respondents to the Federal Reserve’s 2024 Small Business Credit Survey, nearly 40% of small businesses were already using AI or planned to start soon.

How are small businesses putting AI to work?

  • Some owners rely on AI features already built into familiar software, including billing platforms and accounting solutions.
  • Others use widely available tools such as ChatGPT or Google Gemini to draft and polish blog posts, emails, and social media content.
  • Some invest in paid tools such as Claude to research ideas, solve problems, and tackle more complex work.

Industry-specific uses are catching on, too. One business uses AI software to track caregiver visits to clients’ homes. Another uses it to forecast HVAC service demand based on local weather. More advanced firms are building custom models or adding AI-powered features to products for their own clients.

Why are some owners still cautious?

Not every small business is ready to dive in, and that hesitation is understandable. Owners have real concerns about accuracy, confidentiality, intellectual property, and the time it takes to learn something new. Others are interested but simply do not know where to begin. And some are not convinced they need AI at all. As one respondent put it: “I hope not. We make cheeseburgers.”

It’s time to get started

AI does not have to be overwhelming—or reserved for companies with massive budgets. The best approach is usually to start with one real business problem, choose the right tool, and build from there.

Ready to save time, work smarter, and grow with confidence? Reach out to Mendelson Consulting and Noobeh. We help small businesses turn technology into practical results with guidance that fits the way they actually work. Together, we can identify the right opportunity, take a smart first step, and help your business do more, better.

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For Franchise Businesses, Platform Agility Helps Deliver Customer Value

3D arrows pointing upward among colorful geometric shapes representing financial growth

In every corner of the franchise world, businesses are talking about growing value. Customers are pursuing lower prices and are spending less, and the competitive marketplace often pushes businesses into a race to the bottom. With pressures coming from all sides – rising labor and supply costs, inflation and the cost of capital, changes in consumer spending habits – franchise operations are looking for ways to differentiate themselves and delight customers while supporting profitability and growth.

For franchise organizations, the opportunity is to move beyond price-based competition by using operational data and cloud-enabled platforms to make faster, better-informed decisions that improve customer experience and protect margins.

Value is not simply a discounted price. For customers, value is often found in product or service quality, fast and friction-free transactions, and experiences completed without errors. New bundles, add-ons, online and mobile ordering, and third-party delivery partnerships can also improve value perception while opening new revenue streams by reaching new customers and serving existing customers more effectively.

The challenge is understanding where changes can improve value for customers, the business and stakeholders. Close monitoring of operational and financial data helps businesses identify the adjustments needed to achieve those results, but complex data collection, integration and reporting often make it difficult to expose the information stakeholders need.

Mendelson Consulting and Noobeh Cloud Services understand that many franchise organizations face challenges identifying, collecting, combining and reporting on operational and financial data. Working with Microsoft Azure, and with team members and partners experienced across a wide range of financial and operational systems, Mendelson Consulting and Noobeh help businesses build flexible, agile and massively scalable foundations for data collection, storage and analysis.

From standardizing accounting systems and processes to establishing data lakes and flexible foundations for data analysis and financial reporting, Mendelson Consulting and Noobeh offer the services, solutions and partner ecosystem needed to support new, established and fast-growing franchise operations.

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High-Value Uses of Microsoft Fabric for Small and Growing Businesses

Small business owners around the country are finding increasing value in working with Noobeh to leverage the benefits of Microsoft Azure platform and Microsoft Fabric, with practical scenarios that deliver real benefits without enterprise-level complexity.

Eliminate Spreadsheet Chaos

As an example, Azure data platforms and Microsoft Fabric can replace “spreadsheet chaos” with a centralized analytics environment. This approach eliminates file version issues and totally eliminates the need for manual consolidation. Also, where Excel isn’t exactly a real-time reporting engine, this new approach could be.

For finance, sales, project management, and operational teams drowning in spreadsheets, Microsoft Fabric lets you store all your data in one place, have dashboards that refresh automatically, and virtually eliminate the wrangling of manual spreadsheets.

Automating data collection from apps already in use

Many businesses have adopted web-based applications and services for their businesses, which has created more data silos where valuable information is stored. A typical small business might use a variety of online tools like:

  • QuickBooks / Xero
  • Shopify / WooCommerce
  • HubSpot / Mailchimp
  • Square / Stripe
  • ServiceTitan / Jobber

In many cases, Noobeh can use the Microsoft platform to connect to these systems so you can select and pull data automatically and on schedule, replacing manual exports to get updated data. This approach allows you to build a live business “control panel” without having to pay to develop custom application integrations.

Imagine having a unified business dashboard that could provide your business with a single source of truth, showing sales performance, cash flow and invoice status, inventory levels, progress on projects or jobs, various important operational KPIs, or even marketing funnel metrics.

When Microsoft Fabric and Azure Data Infrastructure Work for Small Business

For Noobeh clients, getting started with Microsoft Fabric and Azure data infrastructure services doesn’t take a lot of engineering to get started.  If your business struggles with scattered, inconsistent, or manually managed data, Noobeh can deliver the solution with Microsoft Fabric and Azure platform services. There’s a solution for when you use multiple SaaS or SaaS and desktop applications, or even just multiple desktop applications, and you need combined reporting. There is a solution for leadership who wants a unified business dashboard, and there is a solution when there is interest in future AI but no clean data layer yet.

With Noobeh and Microsoft Fabric and Azure data infrastructure, you don’t need a dedicated data team. Fabric’s low-code tools, Power BI and Copilot make it all available, and Noobeh helps you get it going.

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Shadow IT and Data Governance

Computers are tools that no business can operate without. From the simplest of organizations to the largest of corporate enterprises, computers are the tools that enable the work. Yet business IT often operates without enough thought or attention paid to data access and governance, where applications or services are installed or implemented by non-technical users that don’t always understand the implications of their actions. IT isn’t just about computers and servers, routers and switches. It’s about the user environment, workflow, data, security, applications, infrastructure and more. The resources which provide the foundation for whatever it is the business does – this is the area of IT. 

When businesses need to implement new applications, IT must install or secure or protect the solution. When a business needs to set up databases or analytics infrastructure, it is in the realm of IT to provide those resources. Very little happens in a business without the support of information technology. 

Too often, small and growing businesses minimize the importance and strategic value of closely managing their information technology when it comes to building longevity and reducing risk in the organization. IT departments and MSPs face a constant struggle to keep up with demand while fighting a battle against ungoverned expansion of applications and services in use.  

According to Wikipedia, “Shadow IT refers to information technology systems deployed by departments other than the central IT department, to bypass limitations and restrictions that have been imposed by central information systems. While it can promote innovation and productivity, shadow IT introduces security risks and compliance concerns, especially when such systems are not aligned with corporate governance.” 

When a business elects to implement a solution outside of the existing IT environment, or in the current environment but without consideration of implementation standards or resource availability, it reduces the time-to-benefit of the solution and new risks are introduced. Additional costs may also accompany this activity due to requirements to buy more infrastructure to adequately support the solution, or through closing gaps exposed in an improperly secured deployment. 

Noobeh helps businesses manage and protect their IT environment more efficiently, providing the change control and governance needed to turn IT into a strategic business advantage.

Mendelson Consulting’s cloud services team powered by Noobeh has the experience of helping businesses establish a solid foundation suitable to support business sustainability, improvement and growth. Leveraging the security, flexibility and massive scalability of the Microsoft Azure cloud platform and Microsoft 365 Fabric and framework, Noobeh helps businesses improve their infrastructure, reduce IT break/fix and administrative costs, and take advantage of the power and interoperability of the Microsoft technology stack. Noobeh helps businesses keep their systems managed, protected, and ready to handle whatever comes next.

Whether it is migrating applications from on-premise to cloud, providing remote support and management of computers and devices, licensing and administration of Microsoft 365 services, or setting up database, data warehouse or data lake infrastructure for analytics and AI, the Noobeh cloud team at Mendelson Consulting deploys and supports strong foundations for growing organizations. 

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