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Heptabase

Heptabase

A visual knowledge base that turns notes, PDFs, and whiteboards into connected thinking.

Our Verdict

Best for

Researchers and students who want to annotate PDFs and connect notes visually on whiteboards.

Skip if

You want a simple linear note app without a spatial, whiteboard-based learning curve.

What is Heptabase?

Heptabase is a visual knowledge management app built for students, researchers, and lifelong learners who need to organize complex source material. Instead of a linear document or a simple folder tree, it centers work around infinite whiteboards where notes, PDF highlights, YouTube transcripts, and daily journal entries can be spatially arranged and linked together, making it easier to see how ideas connect across a large body of reading. The app combines a block-based editor with bi-directional linking, offline access, and fast full-text search across thousands of notes. Built-in AI features can summarize sources, answer questions grounded in a user's own notes, and help organize material pulled in from Readwise or Zotero, while native apps for Mac, Windows, iOS, and Android keep the knowledge base available across devices.

SpecificationsAI-estimated

deploymentDesktop App
open source❌ No
api available❌ No
key integrationsReadwise, Zotero

Key Features of Heptabase

Organizes notes on infinite whiteboards so related ideas can be arranged spatially instead of buried in folders.
Highlights and annotates PDFs directly inside the app, with highlights extractable into linked notes.
Pulls transcripts from YouTube videos so timestamped notes can be taken alongside the video.
Uses bi-directional links and a block-based editor to build a connected knowledge base over time.
Includes an AI agent that can summarize sources and answer questions grounded in the user's own notes.
Syncs with Readwise and Zotero to bring highlights and references directly into the workspace.
Supports real-time collaboration so whiteboards and notes can be shared with co-researchers.
Provides native apps for Mac, Windows, iOS, and Android with offline access and fast search.

Use Cases for Heptabase

1

Literature review

Researchers annotate PDFs and academic papers, then link highlights into a whiteboard that maps out how sources relate to each other.

2

Course note-taking

Students take notes on lectures and readings, connecting concepts across classes into a single, searchable knowledge base.

3

Long-form writing prep

Writers gather research, quotes, and outlines on whiteboards before drafting articles, essays, or books.

4

Personal knowledge management

Lifelong learners build a growing archive of notes, journal entries, and reference material that stays interlinked over years.

Pros & Cons of Heptabase

Pros

  • Whiteboard-first layout suits visual and non-linear thinkers
  • Strong PDF and YouTube note-taking workflow for researchers
  • Bi-directional linking helps surface connections across large note collections
  • Native apps on desktop and mobile with offline support

Cons

  • Higher-tier AI features are gated behind the Premium and Premium+ plans
  • Whiteboard-centric approach has a learning curve compared to simple list-based note apps
  • No free ongoing plan beyond the trial for full feature access

Frequently Asked Questions

Is Heptabase free to use?

Heptabase offers a 7-day free trial; after that, continued use requires a Pro, Premium, or Premium+ subscription.

Does Heptabase work offline?

Yes, Heptabase supports offline access so notes and whiteboards remain available without an internet connection.

Can I import highlights from other apps?

Heptabase integrates with Readwise and Zotero to bring in highlights and references from those tools.

What platforms does Heptabase support?

Heptabase has native apps for Mac, Windows, iOS, and Android.

Pricing Overview

View full pricing →
Freemium

Pro

$8.99

Premium

$17.99

Premium+

$53.99

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About the Product

Unclaimed Listing
Target AudienceStudents, researchers, and lifelong learners organizing large amounts of source material

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