Feature Update: New Ratios, Consolidated Accounts & AI Help Agent

Feature Update: New Ratios, Consolidated Accounts & AI Help Agent

This month, openthebox introduces several new features designed to enhance the way financial professionals discover, evaluate, and screen Belgian companies. From proprietary ratios to improved search filters and a fully redesigned help experience — here’s what’s new.

New Proprietary Ratios Now Available

We’ve added three exclusive, computed financial ratios to help analysts and deal teams make faster, more informed decisions:

  • Net Financial Debt
  • Net Working Capital
  • EBITDA Margin

These are now calculated and displayed directly on company profiles and available in Advanced Search — enabling deeper analysis without manual effort or external calculations.

How the ratios appear on company profiles
How the new ratios appear in the advanced search

Filter Out Group-Owned Companies in Search

A new “Group-owned” exclusion label has been added to Advanced Search. This lets users filter out companies that are part of consolidated structures — a major improvement for anyone sourcing independent businesses.

Use this feature to:

  • Focus on independent companies, startups, or scale-ups
  • Avoid subsidiaries when targeting SMEs
  • Streamline deal sourcing in private equity or corporate development workflows

This new layer of company intelligence is especially useful when evaluating opportunities across markets.

Clear References to Consolidated Financial Structures

Company profiles now highlight key consolidation links, making it easy to see whether a business operates independently or as part of a larger group. This helps users quickly understand ownership and control relationships for faster decision-making.

How accounts look for the highest consolidated reporting party
How they look for companies part of a larger consolidated reporting structure

Introducing OBI: In-App Help Agent for Faster Support

You can now get help directly in the app with OBI (openthebox intelligence) — our new smart assistant.

With OBI, you can:

  • Ask product questions at any time
  • Get instant answers where available
  • Automatically escalate to our team if human support is needed

Support tickets are created in-app and followed up by email as usual, keeping everything streamlined.

New Help Center Now Live

We've launched a brand new Help Center designed to better serve the needs of financial professionals in banking, private equity, and M&A.

The new help portal includes:

  • Updated content and walkthroughs
  • Industry-specific use cases
  • More intuitive navigation and structure

It’s the first of many improvements to come, focused on helping our users get the most out of openthebox.

Visit the new Help Center: https://help.go.openthebox.be