Maximize your Zeni Account

with

InstaSwitch

Zeni’s trusted partner helps you effortlessly consolidate your finances. Get a guided switch in minutes.

Make the most out of your Zeni Account

InstaSwitch is Zeni’s trusted partner, guiding you through moving deposits, income, payroll and spend. Let Zeni AI power your business banking

InstaSwitch is Zeni's trusted partner, guiding you through moving deposits, income sources, payroll, and payment tools.

3.30% APY

Earn up to 3.30% on your deposits, far above the near 0% rates offered by traditional bank accounts

$3M FDIC Insurance

Get automatic insured cash sweep services, with 10x more protection than what’s offered by traditional banks

AI Business Debit Cards

1.75% cashback on every swipe, no applications, no waiting, just instant rewards built into your Zeni Checking Account.

One place for all expenses

Works seamlessly with the full Zeni suite, Bill Pay, Reimbursements, Credit Cards, and the Dashboard, all in constant sync.

Why InstaSwitch

Why InstaSwitch

Trusted by Zeni, built for businesses

InstaSwitch will provide you with white-glove support to move over your deposits, income, payroll and spend typically in under 15 minutes.

Expert Guidance

Clarity on exactly what to move and when.

Expert Guidance

Clarity on exactly what to move and when.

Expert Guidance

Clarity on exactly what to move and when.

< 15 minutes

Most founders complete the switch in under 15 minutes.

< 15 minutes

Most founders complete the switch in under 15 minutes.

< 15 minutes

Most founders complete the switch in under 15 minutes.

Simple Migration

Seamless software that gets you set up right!

Simple Migration

Seamless software that gets you set up right!

Simple Migration

Seamless software that gets you set up right!

How It Works in

3 Simple Steps

Income

$155,024

Payroll

$34,345

Expenses

$5,256

Step 1

Step 1

Connect Your

Connect Your

Accounts Securely

Accounts Securely

Connect your previous bank account to help us identify what needs to be moved. InstaSwitch protects your financial data with bank-level security and encryption.

Connect your previous bank account to help us identify what needs to be moved. InstaSwitch protects your financial data with bank-level security and encryption.

Step 2

Step 2

Review &

Review &

Guidance

Guidance

InstaSwitch securely scans business accounts, identifies what needs switching, and provides guided recommendations.

InstaSwitch securely scans business accounts, identifies what needs switching, and provides guided recommendations.

Step 3

Step 3

Update

Business Tools

Users switch quickly with clear steps or automation.

Book your 30-min

switching session

Simple, guided and tailored for your setup. This session will provide: clarity on what to migrate, a personalized plan for your Zeni account and assistance in getting it done.

The fastest way to activate new accounts, increasing your deposits and primary relationships. 

©2025 InstaSwitch. All rights reserved.

Designed by Unlimity

Book your 30-min

switching session

Simple, guided and tailored for your setup. This session will provide: clarity on what to migrate, a personalized plan for your Zeni account and assistance in getting it done.

The fastest way to activate new accounts, increasing your deposits and primary relationships. 

©2025 InstaSwitch. All rights reserved.

Designed by Unlimity

Book your 30-min

switching session

Simple, guided and tailored for your setup. This session will provide: clarity on what to migrate, a personalized plan for your Zeni account and assistance in getting it done.

The fastest way to activate new accounts, increasing your deposits and primary relationships. 

©2025 InstaSwitch. All rights reserved.

Designed by Unlimity