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

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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.

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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

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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.

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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

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