Heptabase
A visual knowledge base with an AI Tutor that builds structured courses from your own sources.
Heptabase is the rare note tool that aims at understanding rather than storage. The AI Tutor — launched 1 May 2026 — turns your imported PDFs and YouTube videos into an actual syllabus with numbered lessons, then guides you through them. That is a different product from Notion, which is a flexible database you have to structure yourself. The catch is the tier math: the AI Tutor and GPT/Claude model access are locked behind Premium at $17.99/mo billed yearly, so the $8.99/mo Pro tier gets you Gemini-only AI and no tutor. If your goal is drilling a hard subject before an exam or building a literature review across 50 papers, Heptabase earns its price. If you want fast capture or team
Verified 1d ago · liveness 78/100 · cite: rightaichoice.com/tools/heptabase
- Students and researchers working through complex subjects like philosophy, history, or the sciences from primary sources
- Lifelong learners who want active, syllabus-driven study rather than passive note capture
- Researchers synthesizing multiple PDFs, YouTube lectures, and notes into one connected visual space
- Academics who need PDF annotation plus Zotero reference management alongside AI-assisted literature review
- Quick note-takers who want minimal friction and just need to capture ideas fast
- Teams needing shared workspaces or project management — collaboration here is invite-based, not a team workspace
- Users who want fully open-source or self-hosted software; Heptabase is proprietary and subscription-based
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Skip Heptabase if you want frictionless quick capture or a shared team workspace — this is a single-user deep-study tool, and the AI Tutor that makes it distinctive sits behind the $17.99/mo billed-yearly Premium tier.
AI work runs on credits, not unlimited usage — Pro includes 100 AI credits/month, Premium 1,800, and Premium+ 8,100, so a heavy research week can push you up a tier.
For a single serious learner, the $17.99/mo billed-yearly Premium tier is the realistic entry point, since Pro at $8.99/mo billed yearly excludes both the AI Tutor and GPT/Claude models. That puts Heptabase above cheap capture tools like Obsidian (free, self-hosted) or a Notion Personal plan, and below a human tutor or a $53.99/mo billed-yearly Premium+ budget for credit-heavy AI use.
In short
Heptabase — A visual knowledge base with an AI Tutor that builds structured courses from your own sources. Best for Students and researchers working through complex subjects like philosophy, history, or the sciences from primary sources, Lifelong learners who want active, syllabus-driven study rather than passive note capture, Researchers synthesizing multiple PDFs, YouTube lectures, and notes into one connected visual space. Free to start; paid plans from $8.99/mo.
What's new in Heptabase
Checked todayAcross the latest 1 update: 1 feature update.
Viability Score
How well maintained and how widely used is Heptabase? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- AI Tutor builds structured learning sessions with course syllabi and numbered lessons from your sources
- Guided interactive lessons with progress tracking (e.g. 0/4 lesson parts completed)
- AI agent answers questions across imported sources with citations back to the source page
- Whiteboard-and-cards canvas for spatial organization of ideas
- Block-based editor with bi-directional links
- PDF annotation, highlighting, and multipage Q&A
- Unlimited PDF parsing (OCR) on Premium and above
- YouTube transcript import and source extraction
- Daily journals for periodic note-taking
- Web clipper for saving web content as cards
- Readwise integration for importing highlights
- Zotero integration for reference management
- Heptabase CLI works with Claude Code, Codex, and other coding agents
- Unlimited notes and tags, plus unlimited image uploads
- Mobile apps for iOS and Android; desktop apps for Mac (including Apple Silicon), Windows, and Linux
About Heptabase
Heptabase is a visual knowledge base built for students, researchers, and lifelong learners who need to actually master complex subjects rather than just capture notes. You work on whiteboards with cards, linking them together so sources, highlights, and your own writing stay in one connected space. A block-based editor, bi-directional links, PDF annotation, daily journals, a web clipper, and Readwise and Zotero integrations cover the input side. On top of that sits the AI Tutor, launched 1 May 2026, which takes your imported PDFs, YouTube videos, notes, and journals and builds a course syllabus from them — breaking it into topics, lessons, and parts, then walking you through each one interactively. It checks your understanding as you go, so the session behaves more like guided study than a chat window. The AI agent works across your sources and answers with citations back to the source page. A command-line interface works with coding agents such as Claude Code and Codex, giving you terminal access to the knowledge base. It is proprietary software, and the AI features are credit-based: the free tier gives you limited AI credits, Pro runs $8.99/mo billed yearly and supports the AI agent with Gemini models only at 100 AI credits/month, Premium runs $17.99/mo billed yearly with GPT, Claude, and Gemini plus the AI Tutor at 1,800 AI credits/month, and Premium+ runs $53.99/mo billed yearly at 8,100 credits/month with a 33% discount on additional credits. Mobile apps for iOS and Android and desktop apps for Mac, Windows, and Linux are all available.
Behind the Verdict
Most note-taking apps optimise for the moment of capture: get the thought out of your head and into the system with as little friction as possible. Heptabase optimises for what happens after — the long stretch where you are trying to understand a field, not just record it. That difference shows up everywhere in the product. The core is a whiteboard-and-cards model. You clip a card from a PDF, a YouTube transcript, a journal entry, or the web clipper, and then arrange it spatially. Because the cards support bi-directional links, a card you write on Wednesday can point back to a highlight you took from a paper three months ago. For literature review work this is genuinely better than a linear document, because you can lay 50 papers out by argument, see the clusters, and spot the gap. The AI Tutor is the part worth evaluating carefully. It is not a chat box bolted onto the sidebar. Given your sources, it produces a course syllabus with topics and sub-lessons — the homepage demo shows a Western philosophy course structured from the Pre-Socratics through Aristotle — then it delivers each lesson as a page, tracks progress ("Lesson progress 0/4 completed"), and responds to you mid-lesson. If you have ever tried to self-teach a dense subject from a stack of PDFs, you know the hardest part is sequencing: what do I read first, and what am I supposed to have understood before moving on. That is the problem this feature solves, and it solves it with your material rather than a generic curriculum. The AI agent handles a different job: asking questions across all your sources at once, with answers that cite back to the source page. Combined with Zotero for reference management, that makes Heptabase a credible tool for a graduate student assembling a literature review. The CLI is the sleeper feature. Heptabase CLI works with coding agents such as Claude Code and Codex, which means your knowledge base becomes addressable from a terminal session. For developers who keep research documentation next to their code, that is a real workflow rather than a novelty. Where it strains. The credit system is the main friction. Pro gives you 100 AI credits/month, Premium gives 1,800, and Premium+ gives 8,100 with a 33% discount on additional credits. Heavy AI use will push you up a tier, sometimes faster than you expect, and the model menu is tied to your plan: Pro is Gemini models only, while GPT and Claude appear only at Premium and above. Collaboration is deliberately thin — the pricing page lists "Unlimited collaborator invites" in Pro, so you can invite people, but this is not a shared project-management workspace and does not try to be one. The honest read: Heptabase is priced like a serious tool for one serious person. If you are self-teaching philosophy, history, or a technical subject from primary sources, the AI Tutor at $17.99/mo billed yearly is cheaper than a tutor and more structured than a chat window. If you want frictionless capture, shared team
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Real-world workflow fit
Concrete scenarios for the personas Heptabase actually fits — and what changes day-one when you adopt it.
Imports 50 PDFs and their Zotero library into Heptabase, annotates the key passages, clips each argument onto a card, then arranges the cards on a whiteboard to see where the papers cluster and where the gap is.
Outcome: A spatial map of the field with every claim traceable back to a highlighted source page, and an AI agent that can answer cross-paper questions with citations.
Points the AI Tutor at their imported texts and notes, lets it generate a syllabus from the Pre-Socratics through Aristotle, then works through lessons one part at a time with the tutor responding to questions mid-lesson.
Outcome: A sequenced course drawn from their own material with progress tracked per lesson, instead of an unstructured stack of unread PDFs.
Uses Heptabase CLI with Claude Code or Codex so their notes and sources are queryable from the same terminal session where they write code.
Outcome: Research documentation stays beside the codebase and can be pulled into an agentic workflow without switching apps.
Use Cases
- Build a literature review by clipping cards from dozens of papers and arranging them spatially by argument.
- Use the AI Tutor to turn a textbook plus your notes into a sequenced course, then drill the lesson parts before an exam.
- Draft a long essay by writing atomic ideas as cards, linking them, then laying them out on a whiteboard before you write.
- Annotate a stack of PDFs and ask questions across all of them with answers cited back to the source page.
- Self-teach a dense subject like Western philosophy from the Pre-Socratics to Aristotle using an AI-generated syllabus.
- Use Heptabase CLI inside an agentic coding workflow to query research documentation from the terminal.
Models Under the Hood
as of 2026-09-22
Limitations
- AI usage is metered by credits: Pro includes 100 AI credits/month, Premium 1,800, and Premium+ 8,100, with Premium+ also applying a 33% discount to additional credits.
- Which models you can use is tied to your plan — Pro supports Gemini models only, while GPT, Claude, and Gemini are available at Premium and above.
- The AI Tutor itself is available only on Premium and Premium+.
as of 2026-09-28
Verification history
We have re-verified Heptabase 19 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
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12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Heptabase tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
A learner who wants to try the whiteboard-and-cards model before paying, and who does not need the AI Tutor.
What this tier adds
Starting tier — limited AI credits and core knowledge base features on mobile and desktop.
Pro
$8.99/mo (billed yearly)
Ideal for
A solo lifelong learner building a knowledge base who can work with Gemini-only AI and does not need the AI Tutor.
What this tier adds
Adds unlimited notes, whiteboards, and tags, unlimited image uploads, unlimited collaborator invites, PDF highlights and YouTube transcripts, a Gemini-only AI agent, and 100 AI credits/month.
Premium
$17.99/mo (billed yearly)
Ideal for
A student or researcher who needs the AI Tutor and GPT/Claude model access for serious study or literature review.
What this tier adds
Adds unlimited PDF uploads and OCR, unlimited Q&A with basic AI models, an AI agent running GPT, Claude, and Gemini, the AI Tutor itself, and 1,800 AI credits/month.
Premium+
$53.99/mo (billed yearly)
Ideal for
A power user running the AI heavily — long tutoring courses or constant cross-source Q&A — who wants credits at the lowest rate.
What this tier adds
Raises the allowance to 8,100 AI credits/month and applies a 33% discount to additional AI credits.
Where the pricing makes sense
The company stage and team size where Heptabase's pricing actually pencils out — and where peers do it cheaper.
For a single serious learner, the $17.99/mo billed-yearly Premium tier is the realistic entry point, since Pro at $8.99/mo billed yearly excludes both the AI Tutor and GPT/Claude models. That puts Heptabase above cheap capture tools like Obsidian (free, self-hosted) or a Notion Personal plan, and below a human tutor or a $53.99/mo billed-yearly Premium+ budget for credit-heavy AI use.
Setup time & first value
How long it actually takes to get something useful out of Heptabase — broken out by persona, not the marketing-page minute.
A self-directed learner can import a first PDF or YouTube video and start a tutoring session the same afternoon — roughly 30-60 minutes to first lesson. A researcher migrating a Zotero library and dozens of PDFs should budget a few evenings to clip and arrange cards before the whiteboard becomes useful. Developers wiring up Heptabase CLI with Claude Code or Codex need an hour or two, mostly on
Switching to or from Heptabase
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Notion: export pages to Markdown, then rebuild the structure as cards and whiteboards — the spatial layout will not transfer.
- →From Obsidian: move your Markdown vault in as notes, and reintroduce backlinks manually where bi-directional links matter most.
- →From Roam or Logseq: export your graph as Markdown and re-card the blocks that belong on a whiteboard rather than in a daily stream.
- →From Zotero: connect the Zotero integration and pull in references and annotations rather than re-importing PDFs by hand.
- →From Readwise: connect Readwise to import your existing highlights directly into the knowledge base.
- ↗To Obsidian: export notes as Markdown so they land in a local vault, accepting that whiteboard layout and the AI Tutor sessions do not carry over.
- ↗To Notion: export to Markdown and rebuild pages, planning to re-create any card-to-card relationships by hand.
- ↗To RemNote: move text and highlights over, then rebuild the spaced-repetition material manually since the two use different study models.
- ↗To Anki: only your extracted questions and answers survive; the sources, whiteboards, and lesson structure stay behind.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Heptabase”, and we withheld 6: 6 could not be judged, because “Heptabase” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Heptabase.
Official links
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