Add SimpleFIN integration (#108336)

* reset to latest dev branch * Update homeassistant/components/simplefin/sensor.py Co-authored-by: Erik Montnemery <erik@montnemery.com> * formatting tweak * Removed info errors * fix bad billing error message * addressing PR * addressing PR * reauth abort and already_confiugred added to strings.json * adding the reauth message * ruff * update reqs * reset to latest dev branch * Update homeassistant/components/simplefin/sensor.py Co-authored-by: Erik Montnemery <erik@montnemery.com> * formatting tweak * Removed info errors * fix bad billing error message * addressing PR * addressing PR * reauth abort and already_confiugred added to strings.json * adding the reauth message * ruff * update reqs * Update homeassistant/components/simplefin/__init__.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * Addressing a few PR comments - removing nix - and adding runtime data * updated comments * rename config flow * pulling reauth :( - inline stuff * inline more * fixed a tab issue * reverting changes * various PR updates and code removal * generator async add * Update homeassistant/components/simplefin/__init__.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * Update homeassistant/components/simplefin/config_flow.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * Update homeassistant/components/simplefin/config_flow.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * Update homeassistant/components/simplefin/sensor.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * Update homeassistant/components/simplefin/sensor.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * always callable * Update homeassistant/components/simplefin/coordinator.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * no-verify * type * fixing missing domain * it looks like this file is gone now * typing * sorta pass * fix license * Update homeassistant/components/simplefin/config_flow.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * Update homeassistant/components/simplefin/entity.py Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * addressing PR * Update homeassistant/components/simplefin/strings.json Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com> * move property to entity.py * moved stuff out to else block * Initial Snappshot Testing ... still have unadressed changes to make * Addressing PR Comments * pushing back to joost * removing non-needed file * added more asserts * reducing mocks - need to fix patch paths still * Changed patch to be more localized to config_flow * Removed unneeded fixture * Moved coordinator around * Cleaning up the code * Removed a NOQA" * Upping the number of asserts * cleanup * fixed abort call * incremental update - for Josot... changed a function signature and removed an annotatoin * no-verify * Added an abort test * ruff * increased coverage but it might not pass muster for JOOST * increased coverage but it might not pass muster for JOOST * Much nicer test now * tried to simplify * Fix nits --------- Co-authored-by: Erik Montnemery <erik@montnemery.com> Co-authored-by: Joost Lekkerkerker <joostlek@outlook.com>
2025-04-24 17:27:52 +00:00 · 2024-07-10 04:44:04 -06:00 · 2024-07-10 04:44:04 -06:00 · 0213f1c5c0
commit 0213f1c5c0
parent 42dcd693d5
19 changed files with 1307 additions and 0 deletions
--- a/2
+++ b/2
@ -1275,6 +1275,8 @@ build.json @home-assistant/supervisor
 /tests/components/sighthound/ @robmarkcole
 /homeassistant/components/signal_messenger/ @bbernhard
 /tests/components/signal_messenger/ @bbernhard
+/homeassistant/components/simplefin/ @scottg489 @jeeftor
+/tests/components/simplefin/ @scottg489 @jeeftor
 /homeassistant/components/simplepush/ @engrbm87
 /tests/components/simplepush/ @engrbm87
 /homeassistant/components/simplisafe/ @bachya
--- a/homeassistant/components/simplefin/init.py
+++ b/homeassistant/components/simplefin/init.py
@ -0,0 +1,33 @@
+"""The SimpleFIN integration."""
+
+from __future__ import annotations
+
+from simplefin4py import SimpleFin
+
+from homeassistant.config_entries import ConfigEntry
+from homeassistant.const import Platform
+from homeassistant.core import HomeAssistant
+
+from .const import CONF_ACCESS_URL
+from .coordinator import SimpleFinDataUpdateCoordinator
+
+PLATFORMS: list[str] = [Platform.SENSOR]
+
+
+type SimpleFinConfigEntry = ConfigEntry[SimpleFinDataUpdateCoordinator]
+
+
+async def async_setup_entry(hass: HomeAssistant, entry: SimpleFinConfigEntry) -> bool:
+    """Set up from a config entry."""
+    access_url = entry.data[CONF_ACCESS_URL]
+    sf_client = SimpleFin(access_url)
+    sf_coordinator = SimpleFinDataUpdateCoordinator(hass, sf_client)
+    await sf_coordinator.async_config_entry_first_refresh()
+    entry.runtime_data = sf_coordinator
+    await hass.config_entries.async_forward_entry_setups(entry, PLATFORMS)
+    return True
+
+
+async def async_unload_entry(hass: HomeAssistant, entry: ConfigEntry) -> bool:
+    """Unload a config entry."""
+    return await hass.config_entries.async_unload_platforms(entry, PLATFORMS)
--- a/homeassistant/components/simplefin/config_flow.py
+++ b/homeassistant/components/simplefin/config_flow.py
@ -0,0 +1,75 @@
+"""Config flow for SimpleFIN integration."""
+
+from typing import Any
+
+from simplefin4py import SimpleFin
+from simplefin4py.exceptions import (
+    SimpleFinAuthError,
+    SimpleFinClaimError,
+    SimpleFinInvalidAccountURLError,
+    SimpleFinInvalidClaimTokenError,
+    SimpleFinPaymentRequiredError,
+)
+import voluptuous as vol
+
+from homeassistant.config_entries import ConfigFlow, ConfigFlowResult
+
+from .const import CONF_ACCESS_URL, DOMAIN, LOGGER
+
+
+class SimpleFinConfigFlow(ConfigFlow, domain=DOMAIN):
+    """Handle a config flow for the initial setup of a SimpleFIN integration."""
+
+    async def async_step_user(
+        self, user_input: dict[str, Any] | None = None
+    ) -> ConfigFlowResult:
+        """Prompt user for SimpleFIN API credentials."""
+        errors: dict[str, str] = {}
+
+        if user_input is not None:
+            access_url: str = user_input[CONF_ACCESS_URL]
+            self._async_abort_entries_match({CONF_ACCESS_URL: access_url})
+
+            try:
+                if not access_url.startswith("http"):
+                    # Claim token detected - convert to access url
+                    LOGGER.debug("[Setup Token] - Claiming Access URL")
+                    access_url = await SimpleFin.claim_setup_token(access_url)
+                else:
+                    LOGGER.debug("[Access Url] - 'http' string detected")
+                    # Validate the access URL
+                    LOGGER.debug("[Access Url] - validating access url")
+                    SimpleFin.decode_access_url(access_url)
+
+                LOGGER.debug("[Access Url] - Fetching data")
+                simple_fin = SimpleFin(access_url=access_url)
+                await simple_fin.fetch_data()
+
+            except SimpleFinInvalidAccountURLError:
+                errors["base"] = "url_error"
+            except SimpleFinInvalidClaimTokenError:
+                errors["base"] = "invalid_claim_token"
+            except SimpleFinClaimError:
+                errors["base"] = "claim_error"
+            except SimpleFinPaymentRequiredError:
+                errors["base"] = "payment_required"
+            except SimpleFinAuthError:
+                errors["base"] = "invalid_auth"
+            else:
+                # We passed validation
+                user_input[CONF_ACCESS_URL] = access_url
+
+                return self.async_create_entry(
+                    title="SimpleFIN",
+                    data={CONF_ACCESS_URL: user_input[CONF_ACCESS_URL]},
+                )
+
+        return self.async_show_form(
+            step_id="user",
+            data_schema=vol.Schema(
+                {
+                    vol.Required(CONF_ACCESS_URL): str,
+                }
+            ),
+            errors=errors,
+        )
--- a/homeassistant/components/simplefin/const.py
+++ b/homeassistant/components/simplefin/const.py
@ -0,0 +1,12 @@
+"""Constants for the SimpleFIN integration."""
+
+from __future__ import annotations
+
+import logging
+from typing import Final
+
+DOMAIN: Final = "simplefin"
+
+LOGGER = logging.getLogger(__package__)
+
+CONF_ACCESS_URL = "access_url"
--- a/homeassistant/components/simplefin/coordinator.py
+++ b/homeassistant/components/simplefin/coordinator.py
@ -0,0 +1,45 @@
+"""Data update coordinator for the SimpleFIN integration."""
+
+from __future__ import annotations
+
+from datetime import timedelta
+from typing import Any
+
+from simplefin4py import FinancialData, SimpleFin
+from simplefin4py.exceptions import SimpleFinAuthError, SimpleFinPaymentRequiredError
+
+from homeassistant.config_entries import ConfigEntry
+from homeassistant.core import HomeAssistant
+from homeassistant.exceptions import ConfigEntryError
+from homeassistant.helpers.update_coordinator import DataUpdateCoordinator, UpdateFailed
+
+from .const import LOGGER
+
+
+class SimpleFinDataUpdateCoordinator(DataUpdateCoordinator[FinancialData]):
+    """Data update coordinator for the SimpleFIN integration."""
+
+    config_entry: ConfigEntry
+
+    def __init__(self, hass: HomeAssistant, client: SimpleFin) -> None:
+        """Initialize the coordinator."""
+        super().__init__(
+            hass=hass,
+            logger=LOGGER,
+            name="simplefin",
+            update_interval=timedelta(hours=4),
+        )
+        self.client = client
+
+    async def _async_update_data(self) -> Any:
+        """Fetch data for all accounts."""
+        try:
+            return await self.client.fetch_data()
+        except SimpleFinAuthError as err:
+            raise ConfigEntryError("Authentication failed") from err
+
+        except SimpleFinPaymentRequiredError as err:
+            LOGGER.warning(
+                "There is a billing issue with your SimpleFin account, contact Simplefin to address this issue"
+            )
+            raise UpdateFailed from err
--- a/homeassistant/components/simplefin/entity.py
+++ b/homeassistant/components/simplefin/entity.py
@ -0,0 +1,43 @@
+"""SimpleFin Base Entity."""
+
+from simplefin4py import Account
+
+from homeassistant.helpers.device_registry import DeviceEntryType, DeviceInfo
+from homeassistant.helpers.entity import EntityDescription
+from homeassistant.helpers.update_coordinator import CoordinatorEntity
+
+from .const import DOMAIN
+from .coordinator import SimpleFinDataUpdateCoordinator
+
+
+class SimpleFinEntity(CoordinatorEntity[SimpleFinDataUpdateCoordinator]):
+    """Define a generic class for SimpleFIN entities."""
+
+    _attr_attribution = "Data provided by SimpleFIN API"
+    _attr_has_entity_name = True
+
+    def __init__(
+        self,
+        coordinator: SimpleFinDataUpdateCoordinator,
+        description: EntityDescription,
+        account: Account,
+    ) -> None:
+        """Class initializer."""
+        super().__init__(coordinator)
+        self.entity_description = description
+        self._account_id = account.id
+
+        self._attr_unique_id = f"account_{account.id}_{description.key}"
+
+        self._attr_device_info = DeviceInfo(
+            identifiers={(DOMAIN, account.id)},
+            name=f"{account.org.name} {account.name}",
+            entry_type=DeviceEntryType.SERVICE,
+            manufacturer=account.org.name,
+            model=account.name,
+        )
+
+    @property
+    def account_data(self) -> Account:
+        """Return the account data."""
+        return self.coordinator.data.get_account_for_id(self._account_id)
--- a/homeassistant/components/simplefin/manifest.json
+++ b/homeassistant/components/simplefin/manifest.json
@ -0,0 +1,11 @@
+{
+  "domain": "simplefin",
+  "name": "SimpleFin",
+  "codeowners": ["@scottg489", "@jeeftor"],
+  "config_flow": true,
+  "documentation": "https://www.home-assistant.io/integrations/simplefin",
+  "integration_type": "service",
+  "iot_class": "cloud_polling",
+  "loggers": ["simplefin"],
+  "requirements": ["simplefin4py==0.0.16"]
+}
--- a/homeassistant/components/simplefin/sensor.py
+++ b/homeassistant/components/simplefin/sensor.py
@ -0,0 +1,91 @@
+"""Platform for sensor integration."""
+
+from __future__ import annotations
+
+from collections.abc import Callable
+from dataclasses import dataclass
+
+from simplefin4py import Account
+
+from homeassistant.components.sensor import (
+    SensorDeviceClass,
+    SensorEntity,
+    SensorEntityDescription,
+    SensorStateClass,
+)
+from homeassistant.core import HomeAssistant
+from homeassistant.helpers.entity_platform import AddEntitiesCallback
+from homeassistant.helpers.typing import StateType
+
+from . import SimpleFinConfigEntry
+from .entity import SimpleFinEntity
+
+
+@dataclass(frozen=True, kw_only=True)
+class SimpleFinSensorEntityDescription(SensorEntityDescription):
+    """Describes a sensor entity."""
+
+    value_fn: Callable[[Account], StateType]
+    icon_fn: Callable[[Account], str] | None = None
+    unit_fn: Callable[[Account], str] | None = None
+
+
+SIMPLEFIN_SENSORS: tuple[SimpleFinSensorEntityDescription, ...] = (
+    SimpleFinSensorEntityDescription(
+        key="balance",
+        translation_key="balance",
+        state_class=SensorStateClass.TOTAL,
+        device_class=SensorDeviceClass.MONETARY,
+        value_fn=lambda account: account.balance,
+        unit_fn=lambda account: account.currency,
+        icon_fn=lambda account: account.inferred_account_type,
+    ),
+)
+
+
+async def async_setup_entry(
+    hass: HomeAssistant,
+    config_entry: SimpleFinConfigEntry,
+    async_add_entities: AddEntitiesCallback,
+) -> None:
+    """Set up SimpleFIN sensors for config entries."""
+
+    sf_coordinator = config_entry.runtime_data
+    accounts = sf_coordinator.data.accounts
+
+    async_add_entities(
+        SimpleFinSensor(
+            sf_coordinator,
+            sensor_description,
+            account,
+        )
+        for account in accounts
+        for sensor_description in SIMPLEFIN_SENSORS
+    )
+
+
+class SimpleFinSensor(SimpleFinEntity, SensorEntity):
+    """Defines a SimpleFIN sensor."""
+
+    entity_description: SimpleFinSensorEntityDescription
+
+    @property
+    def native_value(self) -> StateType:
+        """Return the state."""
+        return self.entity_description.value_fn(self.account_data)
+
+    @property
+    def icon(self) -> str | None:
+        """Return the icon of this account."""
+
+        if self.entity_description.icon_fn is not None:
+            return self.entity_description.icon_fn(self.account_data)
+        return None
+
+    @property
+    def native_unit_of_measurement(self) -> str | None:
+        """Return the currency of this account."""
+        if self.entity_description.unit_fn:
+            return self.entity_description.unit_fn(self.account_data)
+
+        return None
--- a/homeassistant/components/simplefin/strings.json
+++ b/homeassistant/components/simplefin/strings.json
@ -0,0 +1,30 @@
+{
+  "config": {
+    "step": {
+      "user": {
+        "description": "Please enter either a Claim Token or an Access URL.",
+        "data": {
+          "api_token": "Claim Token or Access URL"
+        }
+      }
+    },
+    "error": {
+      "invalid_auth": "Authentication failed: This could be due to revoked access or incorrect credentials",
+      "claim_error": "The claim token either does not exist or has already been used claimed by someone else. Receiving this could mean that the user\u2019s transaction information has been compromised",
+      "invalid_claim_token": "The claim token is invalid and could not be decoded",
+      "payment_required": "You presented a valid access url, however payment is required before you can obtain data",
+      "url_error": "There was an issue parsing the Account URL"
+    },
+    "abort": {
+      "missing_access_url": "Access URL or Claim Token missing",
+      "already_configured": "This Access URL is already configured."
+    }
+  },
+  "entity": {
+    "sensor": {
+      "balance": {
+        "name": "Balance"
+      }
+    }
+  }
+}
--- a/homeassistant/generated/config_flows.py
+++ b/homeassistant/generated/config_flows.py
@ -499,6 +499,7 @@ FLOWS = {
        "shelly",
        "shopping_list",
        "sia",
+        "simplefin",
        "simplepush",
        "simplisafe",
        "skybell",
--- a/homeassistant/generated/integrations.json
+++ b/homeassistant/generated/integrations.json
@ -5432,6 +5432,12 @@
      "config_flow": false,
      "iot_class": "cloud_push"
    },
+    "simplefin": {
+      "name": "SimpleFin",
+      "integration_type": "service",
+      "config_flow": true,
+      "iot_class": "cloud_polling"
+    },
    "simplepush": {
      "name": "Simplepush",
      "integration_type": "hub",
--- a/requirements_all.txt
+++ b/requirements_all.txt
@ -2567,6 +2567,9 @@ sharp_aquos_rc==0.3.2
 # homeassistant.components.shodan
 shodan==1.28.0

+# homeassistant.components.simplefin
+simplefin4py==0.0.16
+
 # homeassistant.components.sighthound
 simplehound==0.3

--- a/requirements_test_all.txt
+++ b/requirements_test_all.txt
@ -1995,6 +1995,9 @@ sfrbox-api==0.0.8
 # homeassistant.components.sharkiq
 sharkiq==1.0.2

+# homeassistant.components.simplefin
+simplefin4py==0.0.16
+
 # homeassistant.components.sighthound
 simplehound==0.3

--- a/tests/components/simplefin/init.py
+++ b/tests/components/simplefin/init.py
@ -0,0 +1,13 @@
+"""Tests for SimpleFin."""
+
+from homeassistant.core import HomeAssistant
+
+from tests.common import MockConfigEntry
+
+
+async def setup_integration(hass: HomeAssistant, config_entry: MockConfigEntry) -> None:
+    """Fixture for setting up the component."""
+    config_entry.add_to_hass(hass)
+
+    await hass.config_entries.async_setup(config_entry.entry_id)
+    await hass.async_block_till_done()
--- a/tests/components/simplefin/conftest.py
+++ b/tests/components/simplefin/conftest.py
@ -0,0 +1,83 @@
+"""Test fixtures for SimpleFIN."""
+
+from collections.abc import Generator
+from unittest.mock import AsyncMock, MagicMock, patch
+
+import pytest
+from simplefin4py import FinancialData
+from simplefin4py.exceptions import SimpleFinInvalidClaimTokenError
+
+from homeassistant.components.simplefin import CONF_ACCESS_URL
+from homeassistant.components.simplefin.const import DOMAIN
+
+from tests.common import MockConfigEntry, load_fixture
+
+MOCK_ACCESS_URL = "https://i:am@yomama.house.com"
+
+
+@pytest.fixture
+def mock_setup_entry() -> Generator[AsyncMock, None, None]:
+    """Mock setting up a config entry."""
+    with patch(
+        "homeassistant.components.simplefin.async_setup_entry", return_value=True
+    ) as mock_setup:
+        yield mock_setup
+
+
+@pytest.fixture
+async def mock_config_entry() -> MockConfigEntry:
+    """Fixture for MockConfigEntry."""
+    return MockConfigEntry(
+        domain=DOMAIN,
+        data={CONF_ACCESS_URL: MOCK_ACCESS_URL},
+        version=1,
+    )
+
+
+@pytest.fixture
+def mock_claim_setup_token() -> str:
+    """Fixture to mock the claim_setup_token method of SimpleFin."""
+    with patch(
+        "homeassistant.components.simplefin.config_flow.SimpleFin.claim_setup_token",
+    ) as mock_claim_setup_token:
+        mock_claim_setup_token.return_value = "https://i:am@yomama.comma"
+        yield
+
+
+@pytest.fixture
+def mock_decode_claim_token_invalid_then_good() -> str:
+    """Fixture to mock the decode_claim_token method of SimpleFin."""
+    return_values = [SimpleFinInvalidClaimTokenError, "valid_return_value"]
+    with patch(
+        "homeassistant.components.simplefin.config_flow.SimpleFin.decode_claim_token",
+        new_callable=lambda: MagicMock(side_effect=return_values),
+    ):
+        yield
+
+
+@pytest.fixture
+def mock_simplefin_client() -> Generator[AsyncMock]:
+    """Mock a SimpleFin client."""
+
+    with (
+        patch(
+            "homeassistant.components.simplefin.SimpleFin",
+            autospec=True,
+        ) as mock_client,
+        patch(
+            "homeassistant.components.simplefin.config_flow.SimpleFin",
+            new=mock_client,
+        ),
+    ):
+        mock_client.claim_setup_token.return_value = MOCK_ACCESS_URL
+        client = mock_client.return_value
+
+        fixture_data = load_fixture("fin_data.json", DOMAIN)
+        fin_data = FinancialData.from_json(fixture_data)
+
+        assert fin_data.accounts != []
+        client.fetch_data.return_value = fin_data
+
+        client.access_url = MOCK_ACCESS_URL
+
+        yield mock_client
--- a/tests/components/simplefin/fixtures/fin_data.json
+++ b/tests/components/simplefin/fixtures/fin_data.json
@ -0,0 +1,173 @@
+{
+  "errors": [
+    "Connection to Investments may need attention",
+    "Connection to The Bank of Go may need attention"
+  ],
+  "accounts": [
+    {
+      "org": {
+        "domain": "www.newwealthfront.com",
+        "name": "The Bank of Go",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.newwealthfront.com"
+      },
+      "id": "ACT-1a2b3c4d-5e6f-7g8h-9i0j",
+      "name": "The Bank",
+      "currency": "USD",
+      "balance": "7777.77",
+      "available-balance": "7777.77",
+      "balance-date": 1705413843,
+      "transactions": [
+        {
+          "id": "12394832938403",
+          "posted": 793090572,
+          "amount": "-1234.56",
+          "description": "Enchanted Bait Shop",
+          "payee": "Uncle Frank",
+          "memo": "Some memo",
+          "transacted_at": 793080572
+        }
+      ],
+      "extra": {
+        "account-open-date": 978360153
+      },
+      "holdings": []
+    },
+    {
+      "org": {
+        "domain": "www.newfidelity.com",
+        "name": "Investments",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.newfidelity.com"
+      },
+      "id": "ACT-1k2l3m4n-5o6p-7q8r-9s0t",
+      "name": "My Checking",
+      "currency": "USD",
+      "balance": "12345.67",
+      "available-balance": "5432.10",
+      "balance-date": 1705413319,
+      "transactions": [],
+      "holdings": []
+    },
+    {
+      "org": {
+        "domain": "www.newhfcu.org",
+        "name": "The Bank of Go",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.newhfcu.org/"
+      },
+      "id": "ACT-2a3b4c5d-6e7f-8g9h-0i1j",
+      "name": "PRIME SAVINGS",
+      "currency": "EUR",
+      "balance": "9876.54",
+      "available-balance": "8765.43",
+      "balance-date": 1705428861,
+      "transactions": [],
+      "holdings": []
+    },
+    {
+      "org": {
+        "domain": "www.randombank2.com",
+        "name": "Random Bank",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.randombank2.com/"
+      },
+      "id": "ACT-3a4b5c6d-7e8f-9g0h-1i2j",
+      "name": "Costco Anywhere Visa® Card",
+      "currency": "USD",
+      "balance": "-532.69",
+      "available-balance": "4321.98",
+      "balance-date": 1705429002,
+      "transactions": [],
+      "holdings": []
+    },
+    {
+      "org": {
+        "domain": "www.newfidelity.com",
+        "name": "Investments",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.newfidelity.com"
+      },
+      "id": "ACT-4k5l6m7n-8o9p-1q2r-3s4t",
+      "name": "Dr Evil",
+      "currency": "USD",
+      "balance": "1000000.00",
+      "available-balance": "13579.24",
+      "balance-date": 1705413319,
+      "transactions": [],
+      "holdings": [
+        {
+          "id": "HOL-62eb5bb6-4aed-4fe1-bdbe-f28e127e359b",
+          "created": 1705413320,
+          "currency": "",
+          "cost_basis": "10000.00",
+          "description": "Fantastic FID GROWTH CO K6",
+          "market_value": "15000.00",
+          "purchase_price": "0.00",
+          "shares": "200.00",
+          "symbol": "FGKFX"
+        }
+      ]
+    },
+    {
+      "org": {
+        "domain": "www.newfidelity.com",
+        "name": "Investments",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.newfidelity.com"
+      },
+      "id": "ACT-5k6l7m8n-9o0p-1q2r-3s4t",
+      "name": "NerdCorp Series B",
+      "currency": "EUR",
+      "balance": "13579.24",
+      "available-balance": "9876.54",
+      "balance-date": 1705413319,
+      "transactions": [],
+      "holdings": [
+        {
+          "id": "HOL-08f775cd-eedf-4ee5-9f53-241c8efa5bf3",
+          "created": 1705413321,
+          "currency": "",
+          "cost_basis": "7500.00",
+          "description": "Mythical FID GROWTH CO K6",
+          "market_value": "9876.54",
+          "purchase_price": "0.00",
+          "shares": "150.00",
+          "symbol": "FGKFX"
+        }
+      ]
+    },
+    {
+      "org": {
+        "domain": "www.randombank2.com",
+        "name": "Mythical RandomSavings",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.randombank2.com/"
+      },
+      "id": "ACT-6a7b8c9d-0e1f-2g3h-4i5j",
+      "name": "Unicorn Pot",
+      "currency": "USD",
+      "balance": "10000.00",
+      "available-balance": "7500.00",
+      "balance-date": 1705429002,
+      "transactions": [],
+      "holdings": []
+    },
+    {
+      "org": {
+        "domain": "www.randombank2.com",
+        "name": "Mythical RandomSavings",
+        "sfin-url": "https://beta-bridge.simplefin.org/simplefin",
+        "url": "https://www.randombank2.com/"
+      },
+      "id": "ACT-7a8b9c0d-1e2f-3g4h-5i6j",
+      "name": "Castle Mortgage",
+      "currency": "USD",
+      "balance": "7500.00",
+      "available-balance": "5000.00",
+      "balance-date": 1705429002,
+      "transactions": [],
+      "holdings": []
+    }
+  ]
+}
--- a/tests/components/simplefin/snapshots/test_sensor.ambr
+++ b/tests/components/simplefin/snapshots/test_sensor.ambr
@ -0,0 +1,425 @@
+# serializer version: 1
+# name: test_all_entities[sensor.investments_dr_evil_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.investments_dr_evil_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.INVESTMENT: 'mdi:chart-areaspline'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-4k5l6m7n-8o9p-1q2r-3s4t_balance',
+    'unit_of_measurement': 'USD',
+  })
+# ---
+# name: test_all_entities[sensor.investments_dr_evil_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'Investments Dr Evil Balance',
+      'icon': <AccountType.INVESTMENT: 'mdi:chart-areaspline'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'USD',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.investments_dr_evil_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '1000000.00',
+  })
+# ---
+# name: test_all_entities[sensor.investments_my_checking_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.investments_my_checking_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.CHECKING: 'mdi:checkbook'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-1k2l3m4n-5o6p-7q8r-9s0t_balance',
+    'unit_of_measurement': 'USD',
+  })
+# ---
+# name: test_all_entities[sensor.investments_my_checking_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'Investments My Checking Balance',
+      'icon': <AccountType.CHECKING: 'mdi:checkbook'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'USD',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.investments_my_checking_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '12345.67',
+  })
+# ---
+# name: test_all_entities[sensor.investments_nerdcorp_series_b_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.investments_nerdcorp_series_b_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.INVESTMENT: 'mdi:chart-areaspline'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-5k6l7m8n-9o0p-1q2r-3s4t_balance',
+    'unit_of_measurement': 'EUR',
+  })
+# ---
+# name: test_all_entities[sensor.investments_nerdcorp_series_b_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'Investments NerdCorp Series B Balance',
+      'icon': <AccountType.INVESTMENT: 'mdi:chart-areaspline'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'EUR',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.investments_nerdcorp_series_b_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '13579.24',
+  })
+# ---
+# name: test_all_entities[sensor.mythical_randomsavings_castle_mortgage_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.mythical_randomsavings_castle_mortgage_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.UNKNOWN: 'mdi:cash'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-7a8b9c0d-1e2f-3g4h-5i6j_balance',
+    'unit_of_measurement': 'USD',
+  })
+# ---
+# name: test_all_entities[sensor.mythical_randomsavings_castle_mortgage_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'Mythical RandomSavings Castle Mortgage Balance',
+      'icon': <AccountType.UNKNOWN: 'mdi:cash'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'USD',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.mythical_randomsavings_castle_mortgage_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '7500.00',
+  })
+# ---
+# name: test_all_entities[sensor.mythical_randomsavings_unicorn_pot_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.mythical_randomsavings_unicorn_pot_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.UNKNOWN: 'mdi:cash'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-6a7b8c9d-0e1f-2g3h-4i5j_balance',
+    'unit_of_measurement': 'USD',
+  })
+# ---
+# name: test_all_entities[sensor.mythical_randomsavings_unicorn_pot_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'Mythical RandomSavings Unicorn Pot Balance',
+      'icon': <AccountType.UNKNOWN: 'mdi:cash'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'USD',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.mythical_randomsavings_unicorn_pot_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '10000.00',
+  })
+# ---
+# name: test_all_entities[sensor.random_bank_costco_anywhere_visa_r_card_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.random_bank_costco_anywhere_visa_r_card_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.CREDIT_CARD: 'mdi:credit-card'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-3a4b5c6d-7e8f-9g0h-1i2j_balance',
+    'unit_of_measurement': 'USD',
+  })
+# ---
+# name: test_all_entities[sensor.random_bank_costco_anywhere_visa_r_card_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'Random Bank Costco Anywhere Visa® Card Balance',
+      'icon': <AccountType.CREDIT_CARD: 'mdi:credit-card'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'USD',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.random_bank_costco_anywhere_visa_r_card_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '-532.69',
+  })
+# ---
+# name: test_all_entities[sensor.the_bank_of_go_prime_savings_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.the_bank_of_go_prime_savings_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.SAVINGS: 'mdi:piggy-bank-outline'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-2a3b4c5d-6e7f-8g9h-0i1j_balance',
+    'unit_of_measurement': 'EUR',
+  })
+# ---
+# name: test_all_entities[sensor.the_bank_of_go_prime_savings_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'The Bank of Go PRIME SAVINGS Balance',
+      'icon': <AccountType.SAVINGS: 'mdi:piggy-bank-outline'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'EUR',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.the_bank_of_go_prime_savings_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '9876.54',
+  })
+# ---
+# name: test_all_entities[sensor.the_bank_of_go_the_bank_balance-entry]
+  EntityRegistryEntrySnapshot({
+    'aliases': set({
+    }),
+    'area_id': None,
+    'capabilities': dict({
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+    }),
+    'config_entry_id': <ANY>,
+    'device_class': None,
+    'device_id': <ANY>,
+    'disabled_by': None,
+    'domain': 'sensor',
+    'entity_category': None,
+    'entity_id': 'sensor.the_bank_of_go_the_bank_balance',
+    'has_entity_name': True,
+    'hidden_by': None,
+    'icon': None,
+    'id': <ANY>,
+    'labels': set({
+    }),
+    'name': None,
+    'options': dict({
+    }),
+    'original_device_class': <SensorDeviceClass.MONETARY: 'monetary'>,
+    'original_icon': <AccountType.UNKNOWN: 'mdi:cash'>,
+    'original_name': 'Balance',
+    'platform': 'simplefin',
+    'previous_unique_id': None,
+    'supported_features': 0,
+    'translation_key': 'balance',
+    'unique_id': 'account_ACT-1a2b3c4d-5e6f-7g8h-9i0j_balance',
+    'unit_of_measurement': 'USD',
+  })
+# ---
+# name: test_all_entities[sensor.the_bank_of_go_the_bank_balance-state]
+  StateSnapshot({
+    'attributes': ReadOnlyDict({
+      'attribution': 'Data provided by SimpleFIN API',
+      'device_class': 'monetary',
+      'friendly_name': 'The Bank of Go The Bank Balance',
+      'icon': <AccountType.UNKNOWN: 'mdi:cash'>,
+      'state_class': <SensorStateClass.TOTAL: 'total'>,
+      'unit_of_measurement': 'USD',
+    }),
+    'context': <ANY>,
+    'entity_id': 'sensor.the_bank_of_go_the_bank_balance',
+    'last_changed': <ANY>,
+    'last_reported': <ANY>,
+    'last_updated': <ANY>,
+    'state': '7777.77',
+  })
+# ---
--- a/tests/components/simplefin/test_config_flow.py
+++ b/tests/components/simplefin/test_config_flow.py
@ -0,0 +1,164 @@
+"""Test config flow."""
+
+from unittest.mock import AsyncMock
+
+import pytest
+from simplefin4py.exceptions import (
+    SimpleFinAuthError,
+    SimpleFinClaimError,
+    SimpleFinInvalidAccountURLError,
+    SimpleFinInvalidClaimTokenError,
+    SimpleFinPaymentRequiredError,
+)
+
+from homeassistant.components.simplefin import CONF_ACCESS_URL
+from homeassistant.components.simplefin.const import DOMAIN
+from homeassistant.config_entries import SOURCE_USER
+from homeassistant.core import HomeAssistant
+from homeassistant.data_entry_flow import FlowResultType
+from homeassistant.helpers import entity_registry as er
+
+from .conftest import MOCK_ACCESS_URL
+
+from tests.common import MockConfigEntry
+
+
+async def test_successful_claim(
+    hass: HomeAssistant,
+    mock_setup_entry: AsyncMock,
+    mock_simplefin_client: AsyncMock,
+) -> None:
+    """Test successful token claim in config flow."""
+    result = await hass.config_entries.flow.async_init(
+        DOMAIN, context={"source": SOURCE_USER}
+    )
+    assert result["type"] is FlowResultType.FORM
+    assert not result["errors"]
+
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: "donJulio"},
+    )
+    assert result["type"] is FlowResultType.CREATE_ENTRY
+    assert result["title"] == "SimpleFIN"
+    assert result["data"] == {CONF_ACCESS_URL: MOCK_ACCESS_URL}
+
+
+async def test_already_setup(
+    hass: HomeAssistant,
+    mock_config_entry: MockConfigEntry,
+    entity_registry: er.EntityRegistry,
+    mock_simplefin_client: AsyncMock,
+) -> None:
+    """Test all entities."""
+    mock_config_entry.add_to_hass(hass)
+
+    result = await hass.config_entries.flow.async_init(
+        DOMAIN, context={"source": SOURCE_USER}
+    )
+    assert result["type"] is FlowResultType.FORM
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: MOCK_ACCESS_URL},
+    )
+    assert result["type"] is FlowResultType.ABORT
+    assert result["reason"] == "already_configured"
+
+
+async def test_access_url(
+    hass: HomeAssistant,
+    mock_simplefin_client: AsyncMock,
+    mock_setup_entry: AsyncMock,
+) -> None:
+    """Test standard config flow."""
+    result = await hass.config_entries.flow.async_init(
+        DOMAIN, context={"source": SOURCE_USER}
+    )
+    assert result["type"] is FlowResultType.FORM
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: "http://user:password@string"},
+    )
+    assert result["type"] is FlowResultType.CREATE_ENTRY
+    assert result["data"][CONF_ACCESS_URL] == "http://user:password@string"
+    assert result["title"] == "SimpleFIN"
+
+
+@pytest.mark.parametrize(
+    ("side_effect", "error_key"),
+    [
+        (SimpleFinInvalidAccountURLError, "url_error"),
+        (SimpleFinPaymentRequiredError, "payment_required"),
+        (SimpleFinAuthError, "invalid_auth"),
+    ],
+)
+async def test_access_url_errors(
+    hass: HomeAssistant,
+    mock_simplefin_client: AsyncMock,
+    side_effect: Exception,
+    error_key: str,
+) -> None:
+    """Test the various errors we can get in access_url mode."""
+    result = await hass.config_entries.flow.async_init(
+        DOMAIN, context={"source": SOURCE_USER}
+    )
+    assert result["type"] is FlowResultType.FORM
+
+    mock_simplefin_client.claim_setup_token.side_effect = side_effect
+
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: "donJulio"},
+    )
+    assert result["type"] is FlowResultType.FORM
+    assert result["errors"] == {"base": error_key}
+
+    mock_simplefin_client.claim_setup_token.side_effect = None
+
+    # Pass the entry creation
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: "http://user:password@string"},
+    )
+    assert result["type"] is FlowResultType.CREATE_ENTRY
+    assert result["data"] == {CONF_ACCESS_URL: "http://user:password@string"}
+    assert result["title"] == "SimpleFIN"
+
+
+@pytest.mark.parametrize(
+    ("side_effect", "error_key"),
+    [
+        (SimpleFinInvalidClaimTokenError, "invalid_claim_token"),
+        (SimpleFinClaimError, "claim_error"),
+    ],
+)
+async def test_claim_token_errors(
+    hass: HomeAssistant,
+    mock_simplefin_client: AsyncMock,
+    side_effect: Exception,
+    error_key: str,
+) -> None:
+    """Test config flow with various token claim errors."""
+    result = await hass.config_entries.flow.async_init(
+        DOMAIN, context={"source": SOURCE_USER}
+    )
+    assert result["type"] is FlowResultType.FORM
+
+    mock_simplefin_client.claim_setup_token.side_effect = side_effect
+
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: "donJulio"},
+    )
+    assert result["type"] is FlowResultType.FORM
+    assert result["errors"] == {"base": error_key}
+
+    mock_simplefin_client.claim_setup_token.side_effect = None
+
+    result = await hass.config_entries.flow.async_configure(
+        result["flow_id"],
+        {CONF_ACCESS_URL: "donJulio"},
+    )
+    assert result["type"] is FlowResultType.CREATE_ENTRY
+    assert result["data"] == {CONF_ACCESS_URL: "https://i:am@yomama.house.com"}
+    assert result["title"] == "SimpleFIN"
--- a/tests/components/simplefin/test_sensor.py
+++ b/tests/components/simplefin/test_sensor.py
@ -0,0 +1,94 @@
+"""Test SimpleFin Sensor with Snapshot data."""
+
+from datetime import timedelta
+from unittest.mock import AsyncMock, patch
+
+from freezegun.api import FrozenDateTimeFactory
+import pytest
+from simplefin4py.exceptions import SimpleFinAuthError, SimpleFinPaymentRequiredError
+from syrupy import SnapshotAssertion
+
+from homeassistant.const import STATE_UNAVAILABLE, Platform
+from homeassistant.core import HomeAssistant
+from homeassistant.helpers import entity_registry as er
+
+from . import setup_integration
+
+from tests.common import MockConfigEntry, async_fire_time_changed, snapshot_platform
+
+
+async def test_all_entities(
+    hass: HomeAssistant,
+    snapshot: SnapshotAssertion,
+    mock_config_entry: MockConfigEntry,
+    entity_registry: er.EntityRegistry,
+    mock_simplefin_client: AsyncMock,
+) -> None:
+    """Test all entities."""
+    with patch("homeassistant.components.simplefin.PLATFORMS", [Platform.SENSOR]):
+        await setup_integration(hass, mock_config_entry)
+
+    await snapshot_platform(hass, entity_registry, snapshot, mock_config_entry.entry_id)
+
+
+@pytest.mark.parametrize(
+    ("side_effect"),
+    [
+        (SimpleFinAuthError),
+        (SimpleFinPaymentRequiredError),
+    ],
+)
+async def test_update_errors(
+    hass: HomeAssistant,
+    snapshot: SnapshotAssertion,
+    mock_config_entry: MockConfigEntry,
+    entity_registry: er.EntityRegistry,
+    mock_simplefin_client: AsyncMock,
+    freezer: FrozenDateTimeFactory,
+    side_effect: Exception,
+) -> None:
+    """Test connection error."""
+    await setup_integration(hass, mock_config_entry)
+
+    assert hass.states.get("sensor.the_bank_of_go_the_bank_balance").state == "7777.77"
+    assert hass.states.get("sensor.investments_my_checking_balance").state == "12345.67"
+    assert (
+        hass.states.get("sensor.the_bank_of_go_prime_savings_balance").state
+        == "9876.54"
+    )
+    assert (
+        hass.states.get("sensor.random_bank_costco_anywhere_visa_r_card_balance").state
+        == "-532.69"
+    )
+    assert hass.states.get("sensor.investments_dr_evil_balance").state == "1000000.00"
+    assert (
+        hass.states.get("sensor.investments_nerdcorp_series_b_balance").state
+        == "13579.24"
+    )
+    assert (
+        hass.states.get("sensor.mythical_randomsavings_unicorn_pot_balance").state
+        == "10000.00"
+    )
+    assert (
+        hass.states.get("sensor.mythical_randomsavings_castle_mortgage_balance").state
+        == "7500.00"
+    )
+
+    mock_simplefin_client.return_value.fetch_data.side_effect = side_effect
+    freezer.tick(timedelta(days=1))
+    async_fire_time_changed(hass)
+    await hass.async_block_till_done()
+
+    sensors = [
+        "sensor.the_bank_of_go_the_bank_balance",
+        "sensor.investments_my_checking_balance",
+        "sensor.the_bank_of_go_prime_savings_balance",
+        "sensor.random_bank_costco_anywhere_visa_r_card_balance",
+        "sensor.investments_dr_evil_balance",
+        "sensor.investments_nerdcorp_series_b_balance",
+        "sensor.mythical_randomsavings_unicorn_pot_balance",
+        "sensor.mythical_randomsavings_castle_mortgage_balance",
+    ]
+
+    for sensor in sensors:
+        assert hass.states.get(sensor).state == STATE_UNAVAILABLE