Software Review3.5/510 min read

Energy Toolbase Review: Features, Pricing & Pros vs Cons (2026)

The strongest utility-rate and storage-economics engine sold to solar teams, and the vendor's own comparison table confirms it will not lay out a single panel. Budget for a second platform.

Keyur Rakholiya

Written by

Keyur Rakholiya

CEO & Co-Founder · SurgePV

Rainer Neumann

Edited by

Rainer Neumann

Editorial contributor · SurgePV

Published
Disclosure: This review is published by SurgePV, a solar design software company that competes with Energy Toolbase. Our assessments are based on independent testing, public documentation, and verified user feedback. We include this disclosure so you can evaluate our perspective with full context.

Pros

120,000+ verified utility rates, maintained by an in-house rates team — 281 rates updated and 161 added in the week checked
Storage value stacking covers demand charge management, TOU arbitrage, PV self-consumption, DC clipping recapture, demand response, and backup
ETB Controller runs the same dispatch logic live, regenerating forecasts every 15 minutes, and is hardware-agnostic across battery manufacturers
Model to control to monitor under one vendor — ETB Developer, ETB Controller, and ETB Monitor share a data model
Real-time indicative pricing quotes from lenders are built into the proposal flow
Unlimited proposals on the Business tier, with open and click tracking on interactive proposals
Backed by Pason Systems, which Energy Toolbase credits with a 40-year track record

Cons

No in-app PV panel layout tools — Energy Toolbase's own comparison table marks this with a red X
No residential storage modelling — also marked with a red X on Energy Toolbase's own product page
No 3D modelling, shading analysis, or CAD anywhere in the published product set
The Individual tier caps you at 10 solar and storage proposals
No free trial is published anywhere on the pricing page
Energy Toolbase publishes three different ETB Controller deployment counts across its own pages
Named integration partners are not published — the integrations section links out without listing any
No public G2, Capterra, or TrustRadius profile, so user sentiment cannot be independently verified

TL;DR: Energy Toolbase sells the deepest utility-rate and storage-economics modelling available to solar teams, and it is honest about what it will not do. Its own product page marks “In-app PV panel layout tools” with a red X. ETB Developer runs $299 per user per month on the Individual tier and $333 per user per month on the Business tier, both billed annually — so a 5-seat Business plan is $19,980 a year before you have bought anything that draws a roof. If your bottleneck is a commercial storage proforma that has to survive a financier’s questions, it earns that. If your bottleneck is getting from a site address to a signed proposal, you are buying half a stack.


Review methodology: This is a desk review. Every figure below is quoted from documentation published on energytoolbase.com and surgepv.com, checked on 28 September 2026, with the source page named next to the claim. No pricing has been taken from a reseller listing, review aggregator, or press release. Where Energy Toolbase’s own pages disagree with each other, both figures are reported.


Who This Review Is For

This review is written for:

  • C&I developers deciding whether tariff modelling justifies a second subscription
  • Solar EPCs pricing a complete design-to-proposal stack and trying to find the real total
  • Storage-heavy teams comparing Energy Toolbase against HOMER Grid or an all-in-one platform
  • Anyone who read an older figure of “$199 per user per month” and wants the current number

Skip it if you run residential-only rooftop work. Energy Toolbase marks residential storage modelling as unsupported on its own comparison table, and the platform draws nothing.

What Is Energy Toolbase?

Energy Toolbase is a financial modelling, storage simulation, and proposal platform for distributed energy projects. It answers one question extremely well: given this tariff, this load profile, this array, and this battery, what is the project actually worth over its life?

Company Background

Sourced from the Energy Toolbase company page and homepage, checked 28 September 2026.

Detail As published by Energy Toolbase
Operating since 2014
Origin Founder and President John Gurski “coded the project analysis tool using Excel while working at a San Diego-based solar development firm”, followed by “18 months of development”
Headquarters None named. “Our team is primarily located in four office locations, with distributed team members working remotely throughout the United States and Canada”
Employees “80+” (homepage)
Clients “1.5k+ Energy Clients”
Proposals generated “3M+”
Utility rates “120k+ Utility Rates Monitored”
Countries with deployed projects “4+”
Ownership “Energy Toolbase is backed by Pason Systems”
Phone (866) 303-7786

Correcting a widely repeated claim

Energy Toolbase is often described as having been acquired by Pason Systems in 2023. That is not what Energy Toolbase publishes. Its company page says it is “backed by Pason Systems” and its timeline describes Pason Power being spun out of Pason Systems, then merging with Energy Toolbase, after which the two “unify under the Energy Toolbase brand name”. A merger and a brand consolidation are not an acquisition, and we report it the way the company states it.

Named leadership

The company page lists ten leaders, including John Gurski (President), Scott D’Ambrosio (VP, Sales), Kevin Mulvey (VP, Operations), and Quinn Laudenslager (VP, Strategy).

Energy Toolbase Pricing 2026

All figures quoted from the Energy Toolbase pricing page, checked 28 September 2026.

Product Published price What it includes
ETB Developer — Individual $299 per user/month, billed annually 1 user. “Up to 10 solar and storage proposals”
ETB Developer — Business (Most Popular) $333* per user/month, billed annually 5 users. “Unlimited solar and storage proposals”
ETB Controller “As low as $34,000” ETB Controller with Acumen AI®, ETB Control Center and Metering Kit, ETB Monitor subscription
ETB Monitor “As low as $7,500” Setup and activation, 1-year subscription, hardware kit, 1 site meter
ETB Consulting Not published Discovery, analysis, review. “31+ years of combined team experience”
Implementation and support packages Not published Contact Sales

* The asterisk is Energy Toolbase’s own. Its disclaimer states final pricing “is subject to change based on customer requirements, customer classification, promotional offers”, plus discounts or market conditions. Treat $333 as a list rate, not a quote.

What the tiers actually cost per year

Seats ETB Developer list price Annual total
1 seat (Individual) $299/user/month billed annually $3,588/year, capped at 10 proposals
5 seats (Business) $333/user/month billed annually $19,980/year, unlimited proposals

ETB Controller is sized by system capacity, with brackets published at 100 kWh (Small), 500 kWh (Medium), 1,500 kWh (Large), and 5,000 kWh (Extra-Large). It is quoted, not bought online — the button is “Get a Quote”.

No free trial

Nothing on the Energy Toolbase pricing page offers a free trial. Hardware and services route through quote forms. Budget for a paid evaluation period rather than a self-serve look around.

What ETB Developer Does Well

The capability list below is quoted from the ETB Developer page.

Utility rate modelling

This is the product’s reason to exist. Energy Toolbase publishes “120k+ Utility Rates Tracked” and “120,000+ verified rates”, maintained by a “Dedicated in-house utility rates team”. On the day the page was checked it showed 281 rates updated this week and 161 rates added this week — a live maintenance signal most competitors do not publish at all.

Rate handling covers:

  • Time-of-Use modelling
  • Modelling for NEM programs
  • “Support for VNEM, NEMA, and other billing structures”

Storage simulation

ETB Developer runs “ESS simulations powered by digital twin of our EMS algorithms”. That phrasing matters: the model you sell from is the same logic that later dispatches the battery, rather than a separate optimistic spreadsheet. Demand response participation and value stacking are included.

Proposals and sales

  • “One-step interactive proposal generator and publisher”
  • “Share and track opens and clicks to make more sales”
  • “Customized, white-labeled designs”
  • “Real-time indicative pricing quotes from lenders”
  • “Lead management built for solar and energy storage”

Support

“Full access to your account manager”, “Tailored training for your project needs”, and “Unlimited support—call us anytime!” For a product with this much tariff complexity, a named account manager is worth more than it sounds.

What Energy Toolbase Does Not Do

This is the part most reviews soften. Energy Toolbase does not, so neither will we.

The ETB Developer page carries a comparison table against competing products. Two rows are marked with a red X for ETB Developer and a checkmark for competitors:

Capability ETB Developer Competing products
In-app PV panel layout tools Not offered — red X ✓
Residential storage modelling Not offered — red X ✓

Beyond those two, nothing on the page claims 3D modelling, shading or irradiance analysis, roof geometry capture, or CAD output. What it offers instead is “PV design partnerships with leading design software tools” — in other words, you bring production data in from somewhere else.

That is a defensible product decision. It is also a second line item.

The Number That Does Not Reconcile

Energy Toolbase publishes three different counts for ETB Controller deployments across its own pages, checked the same day:

Source page Deployment figure
Homepage “Driving Impact” panel “150+ Sites Deployed with ETB Controller”
ETB Controller page, stats banner “200+ Project Sites”
ETB Controller page, FAQ “more than 120 commercial and industrial sites”

The country count is consistent at four. The state and province count is given as “20+” in the banner and “more than twenty” in the FAQ, which agree.

We are not calling this a misrepresentation — stats panels go stale at different rates, and the FAQ is likely the oldest. But the FAQ and the banner sit on the same page, and 120 against 200 is a 67% spread. If ETB Controller deployment scale is part of your due diligence, ask the sales team which number is current and get it in writing. Do not cite any of the three from a comparison article, including this one.

ETB Controller and Acumen AI

ETB Controller is the live counterpart to the ETB Developer model. Quoted from its product page:

  • Value streams: manual dispatch, demand charge management, PV self-consumption, time-of-use arbitrage, DC clipping recapture, backup situations, demand response
  • “Automatic processing of real-time data to regenerate dispatch forecasts every 15 minutes”
  • “Hardware-agnostic, meaning it integrates with a wide range of battery hardware from different manufacturers”
  • Participation in “utility demand response programs, virtual power plants (VPPs), and wholesale energy markets”
  • “Operations compliant with OEM warranty and incentive programs (e.g. ITC, SGIP)”
  • “Turnkey enclosure houses all of the necessary energy management hardware components in a single box”

Acumen AI is positioned as the layer that removes strategy selection: “You no longer have to choose which dispatch strategy will optimize your renewable energy systems.”

One caution on the client logo wall. Energy Toolbase displays around fifty brand logos on this page, including Amazon, Apple, Schneider Electric, SolarEdge, and Sungrow. The page labels them clients. The integrations section separately links to “Explore Integrations” without naming a single partner in text. A client logo is not an integration certificate, and we have not treated it as one.

See a complete design-to-proposal workflow

Walk a real commercial project from roof geometry through yield, financials, and a branded proposal in one session.

Book a Demo

No commitment required · 20 minutes · Live project walkthrough

The Real Cost of a Complete Workflow

Energy Toolbase prices one half of a solar workflow. To quote a customer you also need something that models the roof and lays out the array. Using each vendor’s own published list price, checked 28 September 2026:

Stack Design layer Financial layer Annual list total, 1 seat
Energy Toolbase + Aurora Solar Premium $2,640/year, per aurorasolar.com $3,588/year $6,228/year
Energy Toolbase + OpenSolar $0 — opensolar.com publishes “100%” / “Free of charge” $3,588/year $3,588/year
SurgePV Individual Included Included $1,899/year

SurgePV’s published Individual plan is $1,899 per user per year with unlimited projects, per the SurgePV pricing page (list price, GST additional). At five seats the gap widens: SurgePV’s 5-user plan is $6,495 per year all-in, against $19,980 per year for ETB Developer Business alone.

That comparison is not apples-to-apples in ETB’s favour, and it should not be read as one. Energy Toolbase will model a tariff and a battery dispatch schedule in ways SurgePV does not attempt. The point is narrower: if tariff depth is not the thing standing between you and a signed contract, you are paying a specialist premium for a capability your deals do not turn on.

Where Energy Toolbase Is Genuinely the Right Call

We would recommend it without hesitation in these cases:

  1. Complex C&I tariffs. VNEM, NEMA, tiered demand charges, and seasonal TOU on a single site. The in-house rates team and the weekly update cadence are real differentiators.
  2. Storage projects where dispatch assumptions are the deal risk. The digital-twin link between the sales model and ETB Controller closes a gap that costs developers money when the modelled savings and the delivered savings diverge.
  3. Owning the asset after commissioning. ETB Developer to ETB Controller to ETB Monitor is a coherent lifecycle from one vendor, and very few competitors offer the control layer at all.
  4. Demand response and VPP revenue. Value stacking across DR, arbitrage, and demand charge management is published as a first-class capability.

Where It Falls Short

  1. It cannot draw. No panel layout, no 3D, no shading, no CAD — confirmed by Energy Toolbase’s own comparison table.
  2. Residential is out of scope. Residential storage modelling carries a red X on the same table.
  3. The Individual tier is capped. Ten proposals is a trial-sized allowance at $3,588 a year.
  4. No trial. You commit before you evaluate.
  5. Sentiment is unverifiable. No G2, Capterra, or TrustRadius profile exists, so there is no independent body of user reviews to weigh against the vendor’s own testimonials.
  6. Integrations are unnamed. The product page markets an integration ecosystem without publishing who is in it.

Energy Toolbase Alternatives

If your constraint is Look at
One subscription covering design through proposal SurgePV
Storage and tariff economics without the ETB price HOMER Grid from UL Solutions
Design-led residential and small commercial Aurora Solar
Commercial array layout and yield HelioScope
Zero software budget OpenSolar

The full ranked shortlist, with each vendor’s published pricing, is in our alternatives guides. For a direct head-to-head, see Energy Toolbase vs SurgePV.

Verdict

Energy Toolbase is the best product in solar at the job it has chosen, and it is unusually straight about the jobs it has not chosen. The red X on its own comparison table tells you more than most vendors’ entire feature pages do.

Our rating reflects that split. As a utility-rate and storage-economics engine it would score near the top. As a platform a solar business runs on, it is one of two subscriptions you will need, and the more expensive one. Three things decide it for you:

  1. Does a tariff or a dispatch schedule actually decide your deals? If yes, budget for Energy Toolbase and a design tool, and stop optimising the line item.
  2. If not, price the whole stack before you compare. $3,588 a year is the beginning of the number, not the end of it.
  3. Get the current ETB Controller deployment count in writing if scale is part of your evaluation, because the published figures do not agree.

For teams whose real bottleneck is turnaround from site address to signed proposal, a single platform covering solar design and simulation, shading analysis, yield and financial modelling, and branded proposals removes the handoff entirely — and costs less than the design tool alone in most of the stacks above.

About the Contributors

Author
Keyur Rakholiya
Keyur Rakholiya

CEO & Co-Founder · SurgePV

Keyur Rakholiya is identified by SurgePV as its CEO and a company co-founder. His SurgePV author page lists only role information that can be tied to the public profile below; credentials, project totals, testing claims, media appearances, and speaking engagements are not asserted without retained evidence.

Editor
Rainer Neumann
Rainer Neumann

Editorial contributor · SurgePV

Rainer Neumann is credited as an editorial contributor on SurgePV content. This profile does not assert engineering credentials, project totals, software-testing experience, education, speaking engagements, or media citations because independent verification evidence is not retained in the publication record.

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