Welcome to Sharpei AI, the AI-native operating system for equipment finance. This guide will help you get oriented with the platform and start working immediately.
Sharpei AI is a comprehensive equipment financing copilot designed for banks, leasing companies, equipment vendors, and operations teams. It combines intelligent AI assistance with full lifecycle management for equipment financing and leasing.
Main platform layout showing the sidebar navigation and dashboard
The platform is organized around a collapsible sidebar with the following main sections:
| Section | Purpose |
|---|---|
| AI Copilot | Chat with the AI copilot about your pipeline, applications, and vendors |
| Dashboard | Intake KPIs, application funnel, and pipeline health |
| Applications | Manage equipment financing and leasing applications end-to-end |
| Customers | Company and contact profile management |
| Vendors | Equipment vendor enrollment and performance tracking |
| Automations | Visual workflow builder that reacts to application and vendor events |
| Voice Agents | AI voice intake — phone calls handled by an AI agent that captures application data |
| AI Setup | Configure the AI agent, knowledge base, and branding |
| Checkout Preview | Preview the vendor-facing and customer-facing checkout experience |