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Agreement of Balances

  • Writer: AOB Financial Solutions
    AOB Financial Solutions
  • May 8
  • 3 min read

How to Navigate and Use the AOB-FS Website for NHS Finance Tasks

For NHS organisations involved in the Agreement of Balances (AoB), staying on top of deadlines, reconciliations, and submissions can feel overwhelming. That’s where the AOB-FS website comes in. This platform is designed to support finance professionals with everything they need to complete the AoB process efficiently and accurately.


Agreement of Balances

Whether you’re new to AoB or looking to streamline your workflow, this guide will show you how to navigate and use https://aob-fs.com with confidence.

1. What Is AOB-FS?

AOB-FS stands for Agreement of Balances – Financial Services. It’s a dedicated online platform that supports NHS bodies in managing the quarterly and annual AoB process. The site offers:

  • Guidance documents

  • Key submission dates

  • Templates for reconciliation and dispute tracking

  • Support for NHS-specific finance tasks

By centralising resources and instructions, the AOB-FS website helps NHS organisations maintain accuracy and compliance throughout the financial year.

2. Why Use the AOB-FS Website?

Using the AOB-FS platform ensures you are working with:

  • The most current NHS AoB guidance

  • Standardised templates and checklists

  • Consistent tools across all NHS organisations

It supports better collaboration and ensures all organisations follow the same process, helping to reduce errors and disputes during financial reporting.

3. How to Get Started on the Website

When you visit https://aob-fs.com, the homepage gives you access to key navigation sections including:

  • NHS Organisations

  • Submission Calendars

  • Templates and Tools

  • FAQs

  • Contact and Support

Clicking into the NHS Organisations section brings you to content tailored specifically for NHS trusts, foundation trusts, ICBs, and other bodies participating in the AoB process.

4. Using the NHS Organisations Section

This section is a go-to resource for:

  • Understanding the Agreement of Balances NHS process

  • Accessing step-by-step guidance

  • Finding submission cycle timelines

  • Downloading reconciliation templates

  • Reviewing reporting responsibilities by organisation type

Each document is kept up to date and written to ensure all NHS finance staff—whether experienced or new—can use the guidance effectively.

5. Finding and Using Templates

Templates are one of the most important tools offered by the AOB-FS website. They are used for:

  • Submitting balance data

  • Tracking disputes

  • Verifying agreed figures with partner organisations



You can download these templates directly from the site. Make sure to always use the latest version, as updates may include new fields or formatting required by NHS England.

Once completed, the forms can be submitted via the relevant financial systems or portals, as instructed on the site.

6. Keeping Track of Deadlines

Each submission cycle has clear timelines. On the AOB-FS site, you’ll find a full calendar that includes:

  • Start and end dates for submission periods

  • Reconciliation windows

  • Dispute resolution cut-offs

  • Year-end milestones

Following these timelines closely helps your organisation avoid missed deadlines and ensures full compliance with NHS finance regulations.

7. Getting Help When You Need It

If you have questions about AoB procedures, forms, or technical issues, the AOB-FS platform provides several support options:

  • A detailed FAQ section

  • Contact emails for specific types of inquiries

  • Escalation routes for unresolved disputes

There’s also guidance on how to interpret system outputs or handle anomalies in submitted data—especially helpful for first-time users.

8. Best Practices for Using the Website

To get the most from the AOB-FS website, keep these best practices in mind:

  • Bookmark the site (https://aob-fs.com) for quick access each reporting cycle.

  • Download templates early so you can begin preparing ahead of submission deadlines.

  • Refer to the site FAQs if you’re unsure about terms, acronyms, or procedures.

  • Stay updated by revisiting the NHS Organisations section before each quarter, as guidance may change.

9. Improving Accuracy with AOB-FS

One of the main reasons to use this site is the consistency it brings to reporting. It reduces the chance of:

  • Reporting mismatched balances

  • Using outdated templates

  • Misunderstanding updated NHS AoB procedures

By using the tools and advice provided through https://aob-fs.com/, organisations can reduce disputes, speed up reconciliations, and strengthen collaboration with other NHS bodies.

10. AOB-FS Is Built for NHS Finance Teams



Whether you're managing a large foundation trust or a smaller healthcare body, the AOB-FS website is structured to meet your needs. With a clean layout, logical navigation, and clear instructions, the platform makes a complex financial process feel much more manageable.

Final Thoughts

The AOB-FS platform is more than just a website—it’s an essential tool for NHS organisations navigating the Agreement of Balances process. By providing standardised guidance, up-to-date templates, and clear timelines, the site empowers finance teams to work more accurately and efficiently.

To stay compliant and confident in your reporting, make sure to visit https://aob-fs.com regularly and explore the full range of support available.

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