Getting Started

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.

What is Sharpei AI?

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.

Key capabilities

AI-powered copilot for both internal teams and customers
Full application lifecycle from intake to funding
Portfolio analytics with real-time KPIs and risk monitoring
Automation engine with visual workflow builder
Multi-role access control for enterprise teams
Third-party integrations with CRMs, email, and messaging platforms

Platform Navigation

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 Assistant	Chat with the AI copilot for data insights and analysis
Dashboard	Portfolio KPIs, risk monitoring, and analytics
Applications	Manage equipment financing and leasing applications
Customers	Company and customer profile management
Contracts	Lease and finance agreement tracking
Payments	Transaction monitoring and payment analytics
Assets	Equipment inventory and catalog
Merchants	Vendor enrollment and performance tracking
Automations	Workflow builder for business process automation
Settings	Platform configuration and customization

Quick Start Workflow

Explore the Dashboard — Get a snapshot of your portfolio health, application pipeline, and key metrics
Review Applications — See pending applications and their status in the pipeline