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Pacific Crest Bank - Business

Pacific Crest Bank - Business United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Pacific Crest Bank - Business APIs to sync your finances to spreadsheets.

Fintable is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by Plaid in United States.

Pacific Crest Bank is an independently owned, Washington state-chartered community savings bank serving businesses and individuals in the Puget Sound region of the United States. It began as Phoenix Mortgage and Escrow in 1984, became Phoenix Savings Bank in 1998, adopted Pacific Crest Savings Bank in 2005, and changed its name to Pacific Crest Bank on August 15, 2025. This Plaid OAuth connector is specifically designated Business and provides access to balances, transactions, account authentication and identity-related data. USD checking balances and transaction activity have been observed in connected accounts. The bank operates separate personal and business online-banking platforms; personal-account overlap and coverage of savings, loans or cards through this connector have not been established. Two other Plaid connectors use the bank's general name, while Yodlee and Teller connectors retain its former name; their account coverage should not be assumed interchangeable. Pacific Crest Federal Credit Union, whose former website now leads to Sage Credit Union, is a different institution and is not covered here.

Live Connection Health

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Connection Information

Bank API details

Domain
paccrest.com
Login portals
Business Banking
Fintable Status
Supported
This connection is supported by Fintable via Plaid.
Availability
Fintable integration Fintable has an integration with Plaid.
Yes
Provider enabled Fintable has Plaid switched on for customers.
Yes
Reported working Plaid reports that this connector works.
Yes
Connector enabled Fintable offers this connector to customers.
Yes

A connector can be linked only when all four are Yes.

API Access
Accounts, balances, and transactions from Pacific Crest Bank - Business are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Pacific Crest Bank - Business
PLAID Institution ID
ins_138476
Provider Domain
paccrest.com

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Keep track of your finances with AI and spreadsheets.

Fintable syncs your Pacific Crest Bank - Business accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.

A Fintable finance template in Airtable, with bank accounts and their categories

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