Heptabase
Visual whiteboard and card knowledge tool for deep research, with AI chat over your cards, PDFs and videos.
Best for Visual thinkers doing deep research and learning
What it does
Heptabase is a visual knowledge base designed for students, researchers, and lifelong learners. Users bring in sources like PDFs, YouTube videos, and daily journals to take notes, highlight text, and clarify their thinking on visual whiteboards. In return, it creates an interconnected knowledge workspace supported by AI to explain materials and organize ideas.
Read more: 5 features and how people use themShow less
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Whiteboards and cards
Provides an open visual space to lay out note cards and map out relationships between concepts. Helps you structure complex thinking and explore ideas side by side.
Use caseA learner deepens their understanding of a challenging reading by placing notes on a canvas.
From heptabase.com · image from Heptabase -
AI agent
Answers questions about your uploaded materials, takes notes, and arranges concepts within your personal knowledge repository. Works across models like GPT, Claude, and Gemini depending on your plan.
Use caseA researcher asks questions to unpack difficult sources and automatically create organized study notes.
From heptabase.com · image from Heptabase -
PDF and YouTube processing
Ingests documents and videos directly into your workspace. Allows you to extract highlights from PDFs and read transcripts alongside YouTube videos.
Use caseA student reviews a recorded course lecture while following along with its text transcript.
From heptabase.com/pricing · image from Heptabase -
Offline access
Stores your information locally so you can open, read, and write content even without an internet connection.
Use caseA student reviews lecture notes while traveling without any web access.
From heptabase.com -
Fast note search
Indexes your notes to deliver rapid keyword queries across large collections of information in fractions of a second.
Use caseA researcher locates specific references across thousands of stored notes in under a second.
From heptabase.com
Written from Heptabase's own website, checked . Each feature links to the page it comes from; images are Heptabase's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Pro | $8.99 | Not listed | per user | 100 AI credits/mo; AI agent limited to Gemini; unlimited notes/whiteboards |
| Premium | $17.99 | Not listed | per user | 1,800 AI credits/mo; unlimited PDF uploads/OCR; AI agent (GPT, Claude, Gemini); AI tutor |
| Premium+ | $53.99 | Not listed | per user | 8,100 AI credits/mo; 33% discount on AI credits |
From Heptabase's own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. A few figures (often the yearly price) are derived rather than printed on the page.
Before you pay
- Unused credits roll over
- No
- Failed generations cost credits
- No
What Heptabase says
For Basic models, on demand charges apply only if the AI Agent successfully changes content. Read only conversations remain free.
Source page - Export your data
- Yes
What Heptabase says
Before starting, export a backup from Settings → Backup → Export now if you want to keep a copy.
Source page - Support
- Help center, in app support
What Heptabase says
If a specific credit balance or reset date affects your decision, contact in app support before changing plans.
Source page
Only what Heptabase's own pages state, with the quote behind each answer. Anything they don't publish is left out rather than guessed.
Getting started with Heptabase
- Start by watching the first three videos under Basic Features if you are new to Heptabase.
- Watch Sense making with whiteboards to learn basic sense making.
- Follow Organize knowledge & projects rather than the outdated video on organizing topics with nested whiteboards and tab groups.
- Learn to manage card databases with tags and properties.
Tips
- You can find all tutorial videos on the official Heptabase YouTube channel.
Written from Heptabase's own help pages: wiki.heptabase.com/video-tutorials
Heptabase video tutorials
Independent creators on YouTube, not Heptabase or us. The video loads from YouTube only when you press play.
The free trial
Trial only: No standalone free plan: 7 day free trial (with Premium level 1,800 AI credits per third party). Free access only as an invited collaborator on a paid user's spaces; AI features are not available to free users.
Questions people ask about Heptabase
How much does Heptabase cost?
Paid plans start at $8.99 a month (Pro). 3 plans are listed above, from Heptabase's own pricing page.
Is Heptabase free?
There is a free trial but no free plan: No standalone free plan: 7 day free trial (with Premium level 1,800 AI credits per third party). Free access only as an invited collaborator on a paid user's spaces; AI features are not available to free users..
Do unused Heptabase credits roll over?
No, unused credits do not carry over to the next month. Source
Does Heptabase charge credits for failed generations?
No, failed generations are not charged. Source
Does Heptabase offer a free plan?
Heptabase only offers a free plan through collaboration when a paid user invites you as a collaborator. Source
Why is my invited friend asked to subscribe?
Existing users who created an account before February 7, 2025, are ineligible for the collaborator free plan. Source
Works with
- Integrations
- Readwise, Zotero, Claude Code, Codex, ChatGPT, Claude
- Languages
- English, 中文
Where this came from
Plans, prices and limits were copied from Heptabase's own pages and the other sources listed, then checked .
- heptabase.com/pricing
- support.heptabase.com/en/articles/10519305
- wiki.heptabase.com/import
- usagepricing.com/blueprint/heptabase
- heptabase.com/
- support.heptabase.com/en/articles/10519305-does-heptabase-offer-a-free-plan
- support.heptabase.com/en/collections/6396920-subscription-pricing
- support.heptabase.com/en/articles/12990121-plans-and-pricing
- wiki.heptabase.com/video-tutorials
- support.heptabase.com/en/articles/10510497-collaboration-and-permissions
- support.heptabase.com/en/articles/10441619-clean-up-your-heptabase-content
- support.heptabase.com/en/articles/11176386-use-deep-links
How we collect prices and rank tools · Is something wrong? Correct this listing
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