From surplus inventory to measurable tax recovery — automatically
SurFlow connects to your operational systems, detects surplus early, executes donation workflows, and produces audit-ready documentation across every store.
No POS replacement required. Pilot with existing data.
THE SYSTEM
Detect. Donate. Document.
From surplus signal to audit-ready tax recovery — no manual steps.
Detect
Identify expiring and tax-eligible surplus automatically across all locations before it becomes shrink.
Donate
Coordinate donation execution and generate IRS-compliant fair market valuation with zero manual routing.
Document
Produce audit-ready §170(e)(3) reporting tied directly to tax recovery and P&L impact.
PLATFORM MODULES
How SurFlow Operates
Four integrated modules — each feeding the next.
Data Ingestion
Operational data unified across every store
- Syncs POS, ERP, and inventory systems automatically
- Tracks inventory levels and expiration in real time
- Normalizes data across systems via secure API
- Establishes a financial-grade data layer for surplus valuation
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
Automated donation execution and tax documentation
- Coordinates pickups with donation partners
- Generates IRS-compliant fair market valuation
- Tracks donations end-to-end across locations
- Reduces manual coordination by up to 94%
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 syncs continuously
POS, ERP, and inventory systems update across all stores — no manual entry.
Risk is detected before expiration
Multi-factor models flag at-risk inventory early, eliminating store-by-store checks.
Donations execute automatically
Partner coordination, compliance documentation, and tax tracking run without intervention.
Outcome: Faster surplus capture. Higher tax 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
System Integration
Secure connectivity with your existing operational systems
- Connects directly to POS, ERP, inventory, and accounting systems
- Normalizes data automatically — no manual mapping
- 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 integrates with your infrastructure and starts recovering tax value within 30 days.