Overview
TRG Screen, a Vista Equity Partners portfolio company, operates a complex, multi-product SaaS business serving global financial institutions. With hundreds of customers, evolving contract structures, and highly specific investor reporting requirements, maintaining a consistent and reliable view of ARR is critical to how the business measures performance and plans for growth.
As the business scaled, TRG Screen saw an opportunity to modernize how ARR was calculated and reported — moving from manual processes toward a more systemized, scalable approach. By implementing Discern, the team established a centralized layer across Salesforce and ERP systems, enabling them to codify business logic, unify historical and current data, and produce consistent, investor-grade reporting.
The result is a trusted source of truth for ARR that reduces manual effort while providing clearer insight into growth drivers, product performance, and long-term trends.
Discern allows us to produce ARR numbers that we can trust, consistently and without ongoing manual work.
Nick Zaharchuk
Head of FP&A, TRG Screen
The Challenge
Like many growing SaaS companies, TRG Screen’s ARR reporting had evolved over time, with spreadsheets playing a central role in calculations and analysis. While flexible, this approach made it more difficult to maintain consistency and scalability as the business expanded.
At the same time, the company was preparing for a major ERP transition from Sage Intacct to NetSuite, introducing additional complexity around maintaining historical continuity while standing up new reporting processes.
As a Vista portfolio company, TRG Screen also operates with highly specific investor reporting requirements, including detailed attribution of ARR changes across upsell, cross-sell, and price increases.
Spreadsheets worked, but they made it harder to ensure consistency and confidence in how ARR was being calculated month to month.
The Solution
TRG Screen implemented Discern as a centralized calculation and integration layer, connecting Salesforce, Sage Intacct, and NetSuite into a single, reliable reporting framework.
Discern enabled the team to codify ARR logic, tailored to TRG Screen’s specific business rules — while automating monthly calculations and ARR waterfall reporting. During the ERP migration, Discern also served as a bridge between historical Sage data and new NetSuite data, ensuring continuity without requiring a full data migration.
The platform’s flexibility allows the team to handle real-world complexity, such as delayed renewals, non-standard contract structures, and edge-case adjustments, while maintaining consistent, rules-based outputs.
Discern has been most valuable as an integration layer across our core systems, allowing us to automate the nuance in our ARR calculations and produce them consistently month to month.
Business Impact
By moving to a rules-based, automated approach, TRG Screen significantly improved both efficiency and confidence in its ARR reporting.
Month-end ARR processes were reduced from 20–30 hours to just 3–5 hours, freeing up FP&A bandwidth for higher-value analysis. At the same time, codified logic improved transparency and consistency, strengthening both internal and investor-facing reporting.
Discern also enables more precise attribution of ARR changes, giving stakeholders clearer visibility into how the business is growing across upsell, cross-sell, and pricing dynamics.
Key outcomes include:
- Faster monthly close: Month-end ARR reporting dropped from 20–30 hours to 3–5 hours.
- Consistent, rules-based logic: Codified ARR rules improved transparency and month-to-month consistency.
- Precise ARR attribution: Clearer visibility into growth across upsell, cross-sell, and price increases.
- Continuity through ERP migration: Bridged historical Sage Intacct and new NetSuite data — no full data migration required.
- Investor-grade confidence: A trusted ARR source of truth that meets Vista’s investor reporting requirements.
We’re able to report much more credibly on how ARR is growing, which gives a clearer view into the long-term growth profile of the business.
About TRG Screen
TRG Screen is the leading provider of software used to monitor and manage subscription spend & usage across the entire enterprise. TRG Screen is differentiated by its ability to comprehensively monitor both spend on & usage of data and information services including market data, research, software licensing, and other corporate expenses to optimize enterprise subscriptions, for a global client base.
TRG Screen’s clients realize immediate ROI and significant long-term cost savings, transparency into their purchased subscriptions, workflow improvements and a higher degree of compliance with their vendor contracts. Its global client base consists of more than 750 financial institutions, law firms, professional services firms and other blue-chip enterprises that jointly manage more than $8.5 billion of subscription spend using TRG Screen’s software solutions.
TRG was founded in 1998 by a group of financial technology executives passionate about helping firms manage their high-value data subscriptions, and joined Vista Equity Partners in 2024.
