Your AI-powered banking wingman with 40 years of South Florida smarts. He knows cost segregation inside and out, never takes a coffee break, and has the best tan in fintech.
Years of Experience
Property Value Analyzed
Studies Completed
Time Saved
See Him in Action
Boca Banker has been crunching numbers since before spreadsheets were cool. Here's a taste of what he can do.
Boca Banker
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What He Can Do
AI chat, cost seg engine, CRM, email outreach, visual reports, and secure document storage — all in one platform.
Ask him anything about cost segregation, tax strategy, or property analysis. He responds in seconds with 40 years of banking wisdom.
Plug in a property, get MACRS depreciation schedules, bonus dep, and NPV-optimized tax savings. IRS-compliant, always.
Import your entire client database via CSV. Tag, search, filter — finally organize 40 years of contacts.
Send branded emails to property owners with personalized cost seg opportunity reports. Powered by Resend.
Beautiful charts showing asset breakdowns, depreciation over time, and tax savings comparisons. Print-ready PDFs.
Upload appraisals, tax returns, and study docs. Everything organized by client and property.
How It Works
Upload a CSV with your client data. Boca Banker auto-maps columns and organizes everything.
Our engine scans properties and identifies cost segregation opportunities across your whole portfolio.
Generate IRS-compliant reports with depreciation schedules and tax savings your clients will love.
Join banking pros across South Florida who use Boca Banker to find millions in tax savings. Free to start. Zero vacation days required.