BrokerBooks Pro Canada Inc.

What BrokerBooks Pro Canada Inc. does

BrokerBooks Pro Canada Inc. is a federally incorporated Canadian SaaS company that operates BrokerBooks, a mobile-first financial tracking and receipt management platform built exclusively for Canadian real estate professionals. The product is delivered as native iOS and Android applications plus a web dashboard, and provides expense and income logging, a digital Receipt Vault with 8-year storage (exceeding the CRA's 6-year requirement), automatic HST tracking with filing reminders, instant P&L reports exportable for accountants, and a Trading Tracker that separates stock and options activity from real estate commissions. The underlying technology stack combines a cloud-based application hosted on Vultr infrastructure in Canada/US, AI-powered OCR receipt scanning delivered through Anthropic's APIs, Stripe for subscription payment processing, and Namecheap for transactional email, with PIPEDA-compliant data handling and bcrypt-hashed authentication. The business model is pure subscription SaaS priced at CA$24.99/month (Professional, single user) and CA$34.99/month (Family, up to three users with shared receipts and multi-business support), both billed annually with a 33% discount versus monthly cadence and a promotional SPRING2026 code offering 48% off locked in for life. Go-to-market is product-led with self-serve account creation, content marketing via 19 SEO-optimized blog articles, and organic penetration into Canadian brokerages including RE/MAX, Century 21, Royal LePage, Coldwell Banker, Keller Williams, and Sutton Group.

Name

BrokerBooks Pro Canada Inc.

Legal name

BrokerBooks Pro Canada Inc.

Website

https://brokerbooks.ca

Company type

Private

Founded year

2026

Operating status

Operating

Short description

BrokerBooks Pro Canada Inc. is a Mississauga-based SaaS company providing a mobile-first expense, receipt, and HST tracking platform built exclusively for Canadian real estate professionals, with subscription pricing from CA$24.99/month.

Ownership category

akta.pro rank

Headquarters

HQ city

Mississauga

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. Subscription - Professional Plan: Monthly subscription at CA$24.99 providing single user account with unlimited expense/income tracking, 8-year receipt storage, HST tracking, P&L reports, and trading tracker. Billed annually with 33% savings vs monthly.
2. Subscription - Family Plan: Monthly subscription at CA$34.99 providing up to 3 user accounts with all Professional features plus shared receipts vault, multi-business support, and family financial summary. Billed annually.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

BrokerBooks provides cloud-based financial tracking and receipt management software exclusively for Canadian real estate professionals. The platform enables users to log expenses, track commissions and income, store digital receipts for up to 8 years, monitor HST collected and paid, and generate CRA-compliant P&L reports, accessed via iOS/Android apps and a web dashboard with AI-powered OCR receipt scanning.

Product overview

BrokerBooks is a financial organization and expense tracking SaaS platform built exclusively for Canadian real estate professionals. The platform operates as a unified mobile-first application with iOS and Android native apps, offering two subscription tiers: Professional (individual, CA$24.99/month) and Family (up to 3 users, CA$34.99/month). Core capabilities include expense and income tracking, digital Receipt Vault with 8-year storage, automatic HST tracking with filing reminders, P&L reports, and a Trading Tracker for separating investment activity from real estate income. The platform integrates Anthropic AI for OCR receipt scanning, Stripe for payments, and Vultr for cloud hosting.

Differentiator

Problem solved

Functional benefit

Products and services

• BrokerBooks Professional Subscription tier for individual Canadian real estate agents and brokers at CA$24.99/month billed annually, providing single-user access to expense tracking, receipt storage, HST tracking, P&L reports, income tracking, and trading tracker functionality.
• BrokerBooks Family Family and small team subscription plan at CA$34.99/month, supporting up to 3 users with all Professional features plus shared receipts vault, multi-business support, and family financial summary.
• BrokerBooks iOS App Native iOS mobile application available on the Canadian App Store for on-the-go expense tracking and receipt capture.
• BrokerBooks Android App Native Android mobile application available on Google Play for on-the-go expense tracking and receipt capture.

Quantifiable outcome

• Saves hours at tax time compared to manual shoebox methods
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability2 records

Feature6 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• StripecoreTechnology or IntegrationStripe handles all payment processing for subscription billing. BrokerBooks never sees, stores, or processes customer credit card numbers, only storing Stripe customer ID and subscription status.
• AnthropiccoreTechnology or IntegrationAnthropic AI powers OCR receipt scanning functionality. No financial data is retained by Anthropic; images are transmitted securely for processing only.
• VultrcoreTechnology or IntegrationCloud server hosting provider with servers located in Canada and the US for data storage.
• RE/MAXminorChannel Partner/ Reseller/ DistributorBrokerBooks is trusted by agents at RE/MAX brokerages across Canada, though this is a user base rather than formal partnership.
• Century 21minorChannel Partner/ Reseller/ DistributorBrokerBooks is trusted by agents at Century 21 brokerages across Canada, though this is a user base rather than formal partnership.
• Royal LePageminorChannel Partner/ Reseller/ DistributorBrokerBooks is trusted by agents at Royal LePage brokerages across Canada, though this is a user base rather than formal partnership.
• Coldwell BankerminorChannel Partner/ Reseller/ DistributorBrokerBooks is trusted by agents at Coldwell Banker brokerages across Canada, though this is a user base rather than formal partnership.
• Keller WilliamsminorChannel Partner/ Reseller/ DistributorBrokerBooks is trusted by agents at Keller Williams brokerages across Canada, though this is a user base rather than formal partnership.
• Sutton GroupminorChannel Partner/ Reseller/ DistributorBrokerBooks is trusted by agents at Sutton Group brokerages across Canada, though this is a user base rather than formal partnership.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Wave Accounting: Canadian-headquartered small business accounting platform with free invoicing and bookkeeping. Targets the same Canadian SMB segment as BrokerBooks and competes on price.
• Keeper: Tax and bookkeeping app purpose-built for self-employed individuals and 1099 contractors. Competes directly for the freelance/commission-earning professional segment BrokerBooks targets.
• Xero: Global cloud accounting platform with strong Canadian accountant and SMB penetration. Competes for Canadian small business financial management workflows that BrokerBooks also targets.
• FreshBooks: Canadian-founded SMB accounting and invoicing platform. Competes for the same Canadian small business and self-employed user base, with overlapping expense tracking and reporting features.
• Hurdlr: Mobile-first expense and income tracking app for self-employed professionals including real estate agents. Closest functional analogue to BrokerBooks' mobile receipt capture and mileage tracking value proposition.
• QuickBooks Self-Employed (Intuit): Intuit's flagship small business and self-employed accounting SaaS. Direct competitor serving the same Canadian realtor base; customer testimonials explicitly reference switching FROM QuickBooks to BrokerBooks.

Emerging players

• Bench (by Employer.com): Bookkeeping and accounting service for small businesses combining software with human bookkeepers. Adjacent to BrokerBooks' positioning of clean, accountant-ready P&L reports for small business owners.
• Expensify: Receipt scanning and expense management platform widely used by self-employed professionals. Overlaps with BrokerBooks' Receipt Vault and OCR functionality, though more horizontal in focus.
• Found: Banking and bookkeeping app built for self-employed individuals and small business owners in the US. Overlapping use cases in expense categorization, tax tracking, and P&L reporting for commission-based earners.

Regional players

• Stessa: US-focused real estate investor accounting and portfolio management SaaS. Comparable vertical specialization for real estate professionals but serves a different geography and investor segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BrokerBooks Pro Canada Inc.