From surplus inventory to measurable tax savings, automatically
SurFlow plugs into your inventory data, detects surplus early, runs markdown first so food can still sell, routes what remains to donation, and produces audit-ready documentation across every store.
No POS replacement required. Pilot with existing data.
THE SYSTEM
Detect. Markdown. Donate. Document.
SurFlow acts before food expires: markdown first, donation for what remains, and a documented chain of custody throughout.
Detect
Identify expiring and tax-eligible surplus automatically across all locations before it becomes shrink.
Markdown, then donate
Run a markdown window first so items can still sell, then route what remains to donation with IRS-compliant fair market valuation.
Document
Produce audit-ready §170(e)(3) reporting tied directly to tax savings and P&L impact.
PLATFORM MODULES
How SurFlow Operates
Four integrated modules, each feeding the next.
Data Ingestion
Inventory data unified across every store
- Ingests the inventory data you already have, starting with simple exports
- Tracks inventory levels and expiration dates daily
- Normalizes data across stores and formats
- Direct POS and ERP integrations are on our roadmap
Surplus Detection
Identifies tax-recoverable surplus before it expires
- Predicts surplus using expiration, velocity, and sell-through
- Surfaces tax-eligible donation candidates automatically
- Eliminates manual store-by-store reviews
- Routes alerts for timely action
Orchestration
Markdown first, then donation execution and tax documentation
- Runs markdown windows before donation routing, so food can still sell
- Coordinates pickups with donation partners for what remains
- Generates IRS-compliant fair market valuation
- Tracks chain of custody end-to-end across locations
Reporting & Intelligence
Audit-ready reporting for finance and operations
- Connects donations directly to P&L impact
- Calculates §170(e)(3) tax recovery by store and region
- Produces consistent financial and ESG reports
- Delivers documentation for audits and compliance
CONTINUOUS IMPROVEMENT
Surplus capture that compounds over time
Every cycle improves accuracy, raises donation capture rates, and reduces operational overhead.
Forward Flow
From inventory signal to executed action
Inventory data stays current
Inventory data updates across all stores, with no manual entry.
Risk is detected before expiration
Multi-factor models flag at-risk inventory early, eliminating store-by-store checks.
Markdown, then donation
Markdown windows run first; partner coordination, compliance documentation, and tax tracking follow for what remains.
Outcome: Faster surplus capture. Higher documented recovery. Less manual oversight.
Feedback Loop
Every cycle makes the system smarter
Operational results are measured
Pickup success, donation acceptance, and timing performance are captured automatically.
Patterns drive adjustments
Thresholds, routing rules, and partner schedules update based on real-world performance, not assumptions.
Outcomes improve over time
Each cycle increases accuracy, raises donation capture rates, and reduces friction.
Outcome: Increased donation capture rates and improved financial return over time.
ENTERPRISE INFRASTRUCTURE
Built for multi-location grocery operations
Built Around Your Data
Works with the inventory data you already have
- Ingests inventory data today, starting with simple exports
- Direct POS, ERP, and accounting integrations on our roadmap
- Runs continuously without disrupting store operations
- No rip-and-replace required
Multi-Location Architecture
Central control with local execution
- Policies set once, applied automatically across all stores
- Local teams retain flexibility without breaking standards
- Eliminates configuration drift and manual oversight
See the system in action
Schedule a technical demonstration to see how SurFlow works with your inventory data and produces a projected recovery estimate within 30 days.