Managing solar projects with disconnected tools is inefficient and costly.
SolarSuccess gives you full financial and operational control in one integrated system.
Get real-time visibility, automate critical processes, and scale profitably – without the chaos of disconnected systems.
“I need to know where every project stands — without digging through spreadsheets or chasing updates.”
See project costs, timelines, and performance in real time—without chasing updates.
Disconnected tools make it hard to track financials and progress. SolarSuccess gives leadership live visibility into every project, helping prevent budget overruns, delays, and inefficiencies.
“Too many tasks stall because we’re waiting on approvals or chasing paperwork—we need a faster way to move projects forward.”
Eliminate bottlenecks by automating approvals, invoicing, and task management.
Slow manual processes create delays and inefficiencies. SolarSuccess automates key workflows, reducing admin work and keeping projects moving—so you can deliver faster with fewer resources.
“I need a high-level view of all our projects—without sifting through 10 different reports.”
Track performance across multiple projects, regions, and teams—all in one dashboard.
Scaling means managing many projects at once, but disconnected systems make it hard to see the big picture. SolarSuccess provides portfolio-wide insights, helping leaders make data-driven decisions and optimize profitability.
Role-Based Dashboards & Permissions – Customize views and control access so teams see only what they need.
Time & Expense Tracking – Log labor hours and project expenses directly in the system for accurate cost tracking.
Automated Change Order & Contract Management – Track, approve, and document contract changes without manual paperwork.
Advanced Budget Forecasting – Use real-time financial data to predict costs and profitability before making key decisions.
Warranty & Service Ticketing – Manage post-installation service requests, warranties, and maintenance in a single system.
Seamless Accounting & ERP Integrations – Sync financial data with existing accounting systems for effortless reconciliation.
Learn how solar companies of all sizes use SolarSuccess to streamline operations, increase profitability, and scale with confidence.
Typical areas for return include:
1. More transaction automations allow for fewer people in the office.
2. Automatic milestone-based invoicing reduces days-to-payment – getting our clients paid faster.
3. Increased visibility of real-time project profitability allows for better pricing and management decisions leading to greater profitability overall.
4. Automated calculations and journal entries save accounting even more time.
SolarSuccess isn’t just numbers – it’s real, measurable impact. Book a demo to see how much you can save.
Our solar solutions provide complete oversight on cash flow, sales, costs, profitability, project status, inventory, updates and alerts, and other functions key to a solar installer’s success.
Collaborate and communicate easily between teams and different departments to share data from a single data source. SolarSuccess provides real-time visibility across all key functional areas including accounting, CRM, project management, and inventory tracking through the use of personalized dashboards. bluChat enables all authorized users – staff, partners, vendors, and customers – to interact directly on a problem record for faster issue resolution.
SolarSuccess replaces disconnected tools and spreadsheets while integrating with the systems you still want.
Eliminate Double Data Entry – Sync financials, project updates, and approvals across your tools automatically.
Keep Your Accounting Accurate – SolarSuccess gives you real-time financial tracking.
Faster Payments & Reconciliation – Connects with banks and lenders for streamlined invoicing and funding.
No More Scattered Documents – Keep contracts, permits, and compliance records centralized and accessible.
Adoption is Easy – Works alongside your existing software—no disruption to your current processes.
From finance to field teams, SolarSuccess connects every part of your business in one platform. Choose a function below to see how we help.
Watch the video to find out more!
You’ll meet your dedicated onboarding specialist to align on goals, timelines, and key workflows.
We configure your environment, begin migrating data, and prepare your team for a smooth transition.
We work with department leads to build, test, and refine your workflows—across finance, project management, procurement, and more.
Meanwhile, your team receives role-specific training through live sessions and on-demand modules.
Core teams begin using SolarSuccess in live environments, supported by hands-on guidance.
We finalize your setup based on feedback, migrate all open data and ensure everything is optimized for your operations.
With the platform fully live, leadership has visibility across projects, financials, and assets.
Your teams collaborate seamlessly, manual work is reduced, and your business is set up to scale without adding complexity.
See how SolarSuccess streamlines project management, finances, and operations—all in one powerful platform.
Download the brochure to explore key features, benefits, and real-world impact.
WATCH THE CASE STUDY »
WATCH THE CASE STUDY »
WATCH THE CASE STUDY »
WATCH THE CASE STUDY »
SolarSuccess is built natively on Oracle NetSuite to take advantage of the latest technologies for speed and security. The software also integrates with other leading solar industry software solutions to support the needs of growing businesses.
The solar industry is constantly changing so we’re continuously exploring new technologies and development opportunities that will create value for our customers.
Our team of solar industry experts works with our clients to identify high-value needs and work collaboratively to solve these problems with technical skills and systemic innovation.
Blu Banyan is a SunSpec Alliance member and the leading supporter of the US Department of Energy’s Orange Button Initiative – to establish an Open Data Exchange Format for the solar industry.
We pride ourselves on our technical support team who are available to answer any questions or concerns you may have. With a dedicated development team working on your success, we’ll always be there when you need us most.
The US solar industry is expected to continue its strong growth trajectory, thanks to the Investment Tax Credit (ITC) and despite supply chain constraints and other challenges. Forecasting a substantial recovery, solar deployments in 2023 are projected to reach 29 GWdc, a significant increase from the previous year’s 21 GWdc, according to the Solar Energy Industries Association (SEIA).
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.
1569 Solano Ave.,
Suite 645
Berkeley, CA 94707
United States
Office: 510.929.1070
Sales: 510.929.1075
©Copyright 2025 Blu Banyan | All Rights Reserved | Privacy Policy | Terms of Service
