Award-winning software to manage solar projects, finances & teams. All in one place, in real-time.

Blu Banyan SolarSuccess is designed to meet the specific challenges at the core of a solar installer business, with the goal of enabling the efficiencies necessary to reduce soft costs. All aspects of the business—including sales pipeline management, CRM, accounting, purchasing, installation project management (including project costing and profitability), inventory management, customer invoicing, universal financier connectivity, and business intelligence—all share data from a single source. The system provides end-to-end visibility on cash flow, profitability, acquisition costs, project summaries and alerts, and other functions that are keys to a solar installer’s success.

Having a unified system that ties your accounting system to your supply chain, project management, CRM, marketing, and fulfillment systems allows you to see your cash flow and measure efficiencies across multiple areas. Our solar solutions system will alert you to specific areas of deviation from plan so that you can then zero in on problem areas or opportunities to maximize revenues.

Typical implementations take about 3-4 months, depending on what tools the client is already using, and how extensive and complex data import from the existing system may be. Multi-phased approaches are available to solve the most pressing needs (usually connecting project milestones to accounting events), followed by full integration of CRM and other applications.

No. SolarSuccess is designed to fit into your existing processes without slowing down your team. We integrate with tools you already use—like QuickBooks, ERPs, and procurement systems—to migrate data so there’s no need to start from scratch. Training is structured around your team’s schedule, ensuring adoption without workflow interruptions. Most companies see efficiency improvements within weeks as manual processes are replaced with automation. The switch isn’t overwhelming—our process ensures minimal downtime and maximum results.

QuickBooks and spreadsheets weren’t built for solar at scale, which means you’re likely spending too much time on manual work and reconciling data across disconnected systems. SolarSuccess centralizes everything, from project financials to procurement and asset management, so you always have real-time insights. It automates invoicing, approvals, and cost tracking to eliminate errors and prevent budget overruns. It also provides portfolio-wide visibility, so you can see financial and operational performance across multiple projects instantly. If you’re relying on QuickBooks and spreadsheets, you’re spending time managing data instead of managing your business.

Yes. We make sure your team is trained, comfortable, and fully onboarded before launch. Our customized training sessions are tailored to different roles, ensuring that finance teams, project managers, and field teams all get the support they need. SolarSuccess is designed specifically for solar companies, making it far more intuitive than generic project management or accounting software. Most teams see improved productivity within weeks, and leadership gains instant visibility across the entire business.

You’re never on your own. Our expert support team is available whenever you need help. We provide ongoing check-ins to ensure SolarSuccess continues to meet your business needs. Each company gets a dedicated customer success manager who understands their goals and processes. The platform is continuously updated and improved, so SolarSuccess evolves with your business. We also have premium support packages available for larger-scale businesses that could do with extra support. Think of us as your long-term partner, not just a software provider.

SolarSuccess will be updated twice a year, in line with NetSuite system updates. There is no additional cost to updates; clients automatically get the updates, benefiting from new product features, including on-going updates to solar financier project templates, keeping you aligned with the latest changes with minimal effort.