Agreement of Balances Portal

"Credit control has never been so easy...

The Uber of NHS Finance"


User Day #4 - Save The Date

10.30am, Thursday 18th March

Venue: Your house

We've gone fully virtual on MS Teams

Yes, I would like a FREE ticket to the fourth Agreement Of Balances User Day

Days Hrs Mins Secs

The special offer has now finished!

Whilst it would be lovely to meet up with all our customers, as we usually do in some very swish locations, this year it's just not possible so we're going to bring the legendary AOB User Day experience to you in the comfort of your home, via MS Teams.

The agenda for the day is:

10:30 – 11:15 Ruth Gibbons, Department of Health & Albert Pun, NHS Improvement - Update and questions

11:15 - 12.15 – AOB Portal Update  – Dmitry Dorsky, AOB Financial Solutions Ltd.

12:30 – 13:30 – User Group session – Chairperson of the AOB UG, Helen Maguire, Royal Brompton & Harefield NHS Foundation Trust

Over the past 12 months we have made a significant number of improvements in the AOB Portal functionality based on the 2019/20 M9 and M12 experience. We therefore recommend for all users to attend the AOB overview session to make sure that you are fully up to speed with the new functionality.

Representatives from the DH and NHSI will be at the user day and will be available to answer questions in their session.

Because we want to do our bit in the pandemic we've lifted the '2 person limit' on number of delegates for our Read-Only users. Send as many as you want! As usual, our Full-Access users can send as many delegates as they choose.

Please confirm your attendance by emailing or by filling out the box above.

Plenty of prizes to keep you engaged throughout the sessions

We know that virtual meetings can often be quite boring for delegates so we've put a lot of thinking into how to make the day as fun and interactive as possible.  As well as some very detailed and useful content there will be prizes galore..!

About us

The National AOB Portal has now been operational for over 3 years and is used by 40 NHS Trusts to facilitate the Agreement of Balances process and streamline day to day credit control. 

The Portal has radically simplified and improved the NHS Agreement of Balances annual exercise by automating many, if not most, of the manual processes involved. Supplier self-service function alongside automated statement reconciliation dramatically reduced the AP team workload.

On the 18th March we are holding the annual user group meeting to showcase the latest version of the system and discuss future road with the users. The day will also include the DoHNHSI session on the M12 Agreement of balances guidelines and timetable.

Please join us…

Yes, I would like a FREE ticket to the fourth Agreement Of Balances User Day

Days Hrs Mins Secs

The special offer has now finished!