AGM Products, based in San Diego, California, is a high-performance manufacturer of accessories and tools specifically designed for off-road sports enthusiasts to maintain their passion for outdoor adventure. Their team thrives on innovation, speed, and versatility—traits that are essential when serving off-road enthusiasts and powersports professionals across a wide range of ecommerce platforms. With a lean team wearing multiple hats, efficiency and accuracy are critical.
Challenge: Outgrowing QuickBooks and Searching for Inventory Clarity
AGM Products had been relying on Katana Cloud Inventory for their inventory, ecommerce, and manufacturing needs. They were experiencing stock outages and lack of inventory accuracy due to the complexity of having multiple connected channels and a connection to QuickBooks Online for accounting. They were also experiencing incorrect accounting data posting which was leading to cash flow problems and manual stock counting with wasted productivity. Faced with accounting limitations in Katana and QuickBooks Online, AGM pivoted to QuickBooks Enterprise with the advanced inventory add-on. However, the solution quickly fell short of supporting their fast-paced, multi-channel ecommerce operations. Liz Gerardy, who manages several roles at AGM, recalled persistent challenges—frequent inventory discrepancies and overselling—when relying on Katana and QuickBooks. These issues disrupted the customer experience and created friction across internal workflows. “Our accountants were comfortable with QuickBooks, but we kept running into roadblocks. We needed something better aligned with how we build and sell products,” Liz said.
Solution: Finding the Right Fit with Fishbowl
After months of evaluating alternatives for Katana and QuickBooks Enterprise, Liz and her team landed on Fishbowlʼs Manufacturing Solution. The decision took careful coordination with their part-time accountant, ensuring both technical needs and accounting requirements were met. “What made Fishbowl stand out was the deep integration with QuickBooks and ecommerce platforms like Shopify, Amazon, and Walmart. Their Fishbowl Channel product gave us the operational clarity we were missing,” Liz explained.
Results: Stronger Processes and Greater Inventory Visibility
Implementing Fishbowl helped AGM Products uncover key opportunities for operational improvement—something every growing company needs as they scale. With Fishbowl in place, the team quickly gained visibility into areas where legacy processes had been holding them back. As a result, they saw immediate improvements in:
- Inventory control across Shopify, Amazon FBA and FBM, Meta Shops, and TikTok Shop
- Production management, with support for multiple bills of materials and accurate cost tracking
- Returns and scrap handling, now clearly tracked thanks to reliable, real-time inventory data
“Fishbowl didnʼt just fix our inventory tracking—it helped expose where our real problems were, and thatʼs something we can fix. For the first time in years we realized our inventory problems now wasnʼt tied to the software. It shed light on processes we needed to address as a business which we were blind to previously.”
— Liz Gerardy, Director of Operations, AGM
Integration Strategy: Ecommerce Tools in Sync
AGM uses a sophisticated web of tools to support its ecommerce operations. Shopify serves as the central hub, with integrations via Webgility for accounting, and SellBrite for marketplaces. Fishbowl plays a crucial role by feeding accurate inventory and manufacturing data into the broader ecosystem.
“Being able to manage different BOMs for different lead times has been a game-changer,” Liz explained.
Looking Ahead: Growing with Fishbowl
A few of Fishbowlʼs day to day features—including vendor alerts and clickable URL fields—have been well-received by the AGM team. Liz noted, “Itʼs great to work with a forward-thinking manufacturing and inventory software solution like Fishbowl. Our story shows how Fishbowl can scale with companies that are building for the future.”
“What made Fishbowl stand out was the deep integration with QuickBooks and ecommerce platforms like Shopify, Amazon, and Walmart. Their Fishbowl Channel product gave us the operational clarity we were missing.”
— Liz Gerardy, Director of Operations, AGM