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Southwest Heritage Bank - Business

Southwest Heritage Bank - Business United States 🇺🇸

Fintable bank API integration powered by Plaid.

Fintable integrates with Southwest Heritage 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.

Southwest Heritage Bank is a US community bank serving Arizona and New Mexico through personal and business banking. Its history includes Bank 34, founded in 1934, and the combination with Commerce Bank of Arizona associated with the Southwest Heritage name introduced in 2024. This Plaid Business connector provides access to balances and transactions for business banking, with OAuth authentication. The bank offers a distinct Business Banking & Cash Management portal and explicitly supports sharing business account data with Plaid through Open Access connectivity. This connector is separate from Southwest Heritage Bank's Consumer connectors and the Personal & Small Business online-banking channel. Business online banking displays deposit, savings and loan information, but the exact checking, savings, loan and other product coverage available through this Plaid connector has not been established.

Live Connection Health

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Connection Information

Bank API details

Domain
swhbank.com
Login portals
Business Banking & Cash Management
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 Southwest Heritage Bank - Business are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Southwest Heritage Bank - Business
PLAID Institution ID
ins_138072

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Keep track of your finances with AI and spreadsheets.

Fintable fetches your bank transactions and financial data from Southwest Heritage Bank - Business in realtime, and then syncs that data to your own spreadsheet, database, or AI.

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

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