What Happens After I Sign Up?

Once you’ve signed up to Yeeld, the app begins setting everything up for you so you can start getting value straight away.

You’ll first see a short explainer video.

This isn’t just an introduction to the app—it also gives Yeeld time to:

Securely retrieve your financial data
Organise and categorise up to 24 months of transaction history (depending on your bank)
Prepare your insights and analytics

Behind the scenes, the app is working to structure your data so it’s ready for you to explore and ask questions.

Once setup is complete, you’ll land on Penny, your AI financial companion.

Penny can help you:

This is your starting point for interacting with Yeeld.

From there, you can navigate across different areas of the app:

Home
A summary of your financial life, including key insights and activity
Accounts
View connected accounts, balances, and detailed transaction insights
Other features
Additional tools and sections designed to help you manage and grow your finances

Some features, such as investments and advanced financial tools, may be locked if you’re on the free plan.

You can unlock these by upgrading to Yeeld Companion (Premium), which gives you access to:

After signing up:

Yeeld is designed to get you from sign-up to meaningful financial insights as quickly as possible.

After signing up, Yeeld prepares your financial data in the background so you can immediately start using insights, AI tools, and your personalised dashboard.