Skip to content
GetInto AI

Copilot in Excel for vets: monthly practice figures

Copilot in Excel turns practice system exports into figures and charts for the partners' meeting. From about $21£16€19A$31C$30 a month, plus Microsoft 365.

At a glance

  • What it costs$21–25£16–19€19–23A$31–36C$30–36 a month

  • Worth, in extra profit or time saved in the worked example$100£75€89A$144C$141 a month

  • Pays for itselfIn about a week

  • Sign up and configure; no technical skills neededEasy to set up

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

Partners want to know each month how consults, average transaction value, booster uptake and health plan numbers are moving, and for which vet. If the practice manager spends 5 hours a month pulling exports from the practice system into a spreadsheet and building tables and charts by hand, that's 5 hours of admin before anyone discusses the numbers.

What the AI does

Copilot in Excel analyzes workbook data, applies formulas across sheets and shows insights as charts, PivotTables, summaries, trends or outliers. The practice manager exports the month's transactions and appointments from the practice management system without client or animal names, opens them in Excel and asks Copilot plain-English questions: income by vet and by service, average transaction value against last month, which services are falling. The manager checks the totals against the practice system's own reports and builds the partners' pack. Copilot works within the Microsoft 365 service boundary and doesn't use prompts to train the models.

A worked example

A two-site small animal practice in Norfolk already pays for Microsoft 365 Business Standard. The practice manager adds one Copilot Business license and uses it to build the monthly figures for the partners' meeting.

Before

5 hours a month building tables and charts from exports by hand

After

About 2 hours, including checking totals against the practice system's reports

What it's worth

About $100£75€89A$144C$141 a month in practice manager time saved, against $21£16€19A$31C$30 for one Copilot Business license paid yearly. 3 hours saved a month, at an assumed $33£25€30A$48C$47 an hour.

How to set it up

  1. Buy one Copilot Business license for the practice manager, $21.41£16.10€19.16A$30.91C$30.27 a month paid yearly or $25.70£19.32€22.99A$37.09C$36.32 monthly, excluding VAT, on top of the existing Microsoft 365 plan.
  2. Export the month's transactions and appointments with only the columns needed (date, vet, service, amount), leaving out client and animal names.
  3. Open the export in Excel and ask Copilot for income by vet and service, average transaction value and changes against last month, with charts.
  4. Check every total against the practice system's own reports before using it.
  5. Save the questions that work so next month's pack follows the same steps.

What goes wrong

  • Copilot can group or total data wrongly if columns are mixed up or blank. The practice system's reports are the record; check Copilot's figures against them.
  • Many practice systems already report the common figures. Use those first and Copilot for the questions they don't answer.
  • Whether free Copilot Chat works inside Excel depends on licensing; analysis in the workbook needs the Copilot license, charged per user.
  • Exports with client names and addresses are personal data. Leave those columns out and keep the workbook in the practice's Microsoft 365, not personal storage.

More ideas for Vets

Staff rota for vets: weekends, nights and swaps sorted

RotaCloud builds the vet, nurse and reception rota, handles swaps and holiday requests and shows labor costs. From about $53£40€48A$77C$75 a month for 11 to 20 staff.

  • Costs $53£40€48A$77C$75/mo
  • Worth $286£215€256A$413C$404/mo
  • Pays for itself in about a week
  • Easy to set up

Treatment estimates for vets: clear wording owners follow

Turn your own estimate line items into plain-English notes owners understand, checked by a vet before use. Free, or up to about $27£20€24A$38C$38 a month.

  • Costs Free–$27Free–£20Free–€24Free–A$38Free–C$38/mo
  • Worth $239£180€214A$346C$338/mo
  • Pays for itself in a few days
  • Easy to set up

Supplier invoices for vets: wholesaler bills into Xero

Dext reads wholesaler, lab and cremation invoices and sends them to Xero for approval. From about $32£24€29A$46C$45 a month billed yearly; needs Xero, priced separately.

  • Costs $32–40£24–30€29–36A$46–58C$45–56/mo
  • Worth $160£120€143A$230C$226/mo
  • Pays for itself in about a week
  • Easy to set up

Pet health plans for vets: monthly Direct Debits

Collect monthly pet health plan fees by Direct Debit with GoCardless instead of standing orders. From about $129£97€115A$186C$182 a month in fees for 250 plans.

  • Costs $129£97€115A$186C$182/mo
  • Worth $242£182€217A$349C$342/mo
  • Pays for itself in about two weeks
  • Easy to set up

Booster reminders for vets: bring pets back on time

Provet Cloud's rule-based follow-ups and SMS or email reminders bring pets back for boosters. From about $370£278€331A$534C$523 a month for a 2-vet practice.

  • Costs $370£278€331A$534C$523/mo
  • Worth $399£300€357A$576C$564/mo
  • Pays for itself within the month
  • Some setup needed

Stock control for vets: fewer expired drugs, quicker orders

Provet Cloud automates reorders, tracks expiry dates and updates prices from wholesalers such as NVS and Covetrus. From about $370£278€331A$534C$523 a month for 2 vets.

  • Costs $370£278€331A$534C$523/mo
  • Worth $329£247€294A$474C$464/mo
  • Doesn't pay for itself within a month
  • Some setup needed

Last updated October 17, 2026.