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Surplus Orchestration for Grocery Retail

Your expiring food
is worth $2.3M.

SurFlow routes surplus inventory to donations, calculates §170(e)(3) tax credits, and generates IRS-ready documentation — automatically, across every location.

$2.3M
potential annual tax recovery (modeled)
30 days
to a projected recovery estimate
§170
enhanced deduction, fully documented
Trusted by regional grocery operators3–200 location chains§170(e)(3) IRS compliantSOC 2 Type II certifiedNo POS replacement required
The Problem

Millions in tax credits expire alongside your food.

Under §170(e)(3), grocery retailers can claim enhanced deductions for donated food. Most operators leave this money unclaimed — not because they don't donate, but because they can't document it at scale.

  • Manual tracking misses items across departments
  • No standardized process across locations
  • Audit-ready documentation is nearly impossible
  • Tax advisors can't value what isn't tracked
With SurFlow
$2.3M
average annual tax credit
identified per operator
  • Automated surplus detection across all departments
  • Standardized donation workflows at every location
  • IRS-ready documentation generated automatically
  • Exportable verified reports for your tax advisors
  • By the numbers

    Numbers operators care about.

    0
    Potential annual tax recovery, modeled per operator
    0
    IRS enhanced deduction — calculated and documented
    0
    Pilot timeline to a projected recovery estimate
    How it works

    Detect. Donate. Document.

    Three stages. Zero manual work. Every dollar documented.

    01

    Detect surplus

    SurFlow connects to your existing POS and inventory systems, applying deterministic rules to flag items approaching expiration. No manual scanning — it runs every day.

    02

    Route & donate

    Flagged items route to donation workflows with partner nonprofits. Staff receive clear instructions. Pickups are logged with timestamps, weights, and partner confirmation.

    03

    Document & recover

    §170(e)(3) valuations are calculated automatically. IRS-ready documentation is generated per donation, per store, per period — exportable in one click for your tax advisors.

    Built for your role

    Different teams. One system.

    Every stakeholder gets exactly what they need — without extra configuration.

    Operations

    For Grocery Operators

    • Live visibility into expiring inventory
    • Clear surplus-to-donation workflows
    • Reduced shrink from discarded product
    Finance

    For Finance Leaders

    • Automated §170(e)(3) valuation logic
    • Audit-ready documentation by store
    • Recovery reporting tied directly to P&L
    Sustainability

    For Sustainability Teams

    • Standardized donation tracking
    • Verified pounds & emissions avoided
    • Compliance-ready ESG reporting
    Enterprise-ready

    Built for complex operations.

    SurFlow runs inside multi-location grocery environments — integrating securely with existing systems while standardizing operations across every store.

    Security & Compliance

    SOC 2 Type II certified. Encryption at rest and in transit. Role-based access and full audit logging.

    Existing stack integrations

    Connects to POS, ERP, and inventory systems via secure API. No rip-and-replace required.

    White-glove onboarding

    Dedicated onboarding, training, and ongoing optimization — designed to work with real store operations.

    Multi-location management

    Centralized visibility with store-level flexibility. Standardize without slowing local teams.

    Get started

    Find out exactly how much
    your operation is leaving behind.

    We'll model your 30-day recovery using real inventory patterns from operators like yours. No commitment. Just the number.

    No POS replacement. No commitment. Customized to your operation.