First up lets clear up one point Xero is Accounting Software - Excel is not ! Accounting software has a lot of facilities that can be emulated in Excel but the most important thing is that Accounting software provides is a moving picture of your finances on a given day you had this much money in the bank this much as invoices that hadn been paid yet this much that was tied up in stock and this much in orders that you hadn filled and invoiced yet etc. but Excel can be used to work on a snapshot of the data. (Of course accounting software provides a lot of other facilities but this is the core difference between it and a set of Excel Workbooks). italic You have a number of options to get the data into a form that Excel can work on (always remembering that it is a snapshot at a single point in time) Xero has the facility to export a report (a set of records at a specific point in time) to Excel PDF or Google Docs s . There is further integration available to allow Excel to be used to request the data direct from Xero. You can also use one of the developer APIs s to languages such as the python API s and then create the selected data snapshot in Excelpatible formats such as CSV or in the case of python directly to xlsx workbooks. italic