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Heptabase

Visual whiteboards and cards for deep research and learning

productivity#visual-notes#whiteboard#research#pkm
Free trial Teams Mobile app
Toolglade’s take

Heptabase is one of the best tools available for visual thinking and deep research, and its whiteboard-plus-cards model is genuinely distinctive rather than a gimmick. The trade-offs are a learning curve and the lack of a permanent free tier, only a 7-day trial, so you commit to a subscription to keep using it. Its AI features are useful but capped by monthly credits. It is best for people doing sustained research or study, and less suited to those wanting a simple, free everyday notes app.

About Heptabase

Heptabase is a visual note-taking and research tool built on infinite whiteboards, atomic cards, and backlinks for mapping and understanding complex topics. It offers fast search across large note sets, journals, tags, mobile sync, offline support, and 2025-era AI features like chat with your notes and automatic tagging. It integrates with Readwise, Google Calendar, PDFs, Markdown, and Obsidian export. Best for students, researchers, and knowledge workers.

Heptabase is a visual note-taking and research tool built around infinite spatial whiteboards where you arrange atomic "cards" of notes, connect them with backlinks, and visually map how ideas relate. It is designed for people who need to deeply understand complex topics, students, researchers, and knowledge workers, rather than for quick capture alone. Beyond whiteboards, Heptabase offers fast full-text search across large note collections (reportedly 10,000-plus notes searchable in under a second), journals, tags, mobile sync, and offline support. In 2024 it added Tags and improved Journals, and in 2025 it introduced AI features including AI chat with your notes and automatic card tagging, plus monthly AI credits on paid plans. Heptabase integrates with Readwise, Google Calendar, and handles PDFs and Markdown, and it can export to Obsidian. It is a paid product with a free trial rather than a free tier, reflecting its focus on committed users who want a durable, visual thinking environment for research and learning.

TL;DR

Heptabase is a visual note-taking and research tool built on infinite whiteboards, atomic cards, and backlinks, designed for deeply understanding complex topics. It offers fast search, journals, tags, mobile sync, offline support, and AI chat with your notes plus auto-tagging. It is subscription-based with a 7-day trial and no permanent free tier, starting around $8.99/month billed annually. Best for researchers, students, and visual thinkers.

Company overview

Heptabase is a note-taking company founded in 2021 and based in Taiwan, created by Yu-Chuan Ethan Wu. It built a dedicated following among researchers and students for its visual, whiteboard-centric approach to knowledge work.

The product has steadily added tags, journals, and AI features while keeping visual thinking at its core.

Product features

Heptabase centers on infinite whiteboards populated by atomic cards connected via backlinks, supported by fast full-text search, journals, and tags. It syncs to mobile, works offline, and integrates with Readwise, Google Calendar, PDFs, and Markdown, with Obsidian export.

Recent AI features include chat with your notes and automatic card tagging, metered by monthly AI credits.

Target market

Students, academics, researchers, and knowledge workers who need to deeply understand and synthesize complex material and prefer visual, spatial organization.

Buyer personas

End users

Researchers, students, and knowledge workers mapping and synthesizing complex topics.

Buyers

The same individuals, who self-purchase a subscription for personal research work.

Key influencers

PKM and note-taking communities, academic and study-focused creators.

Ideal customer profile

Individuals doing sustained research or study who value visual, spatial organization and networked notes, and are willing to pay for a durable thinking environment rather than a free basic app.

Funding & performance

Heptabase has raised roughly $2.2M across seed rounds, with participation from investors including Kleiner Perkins and Y Combinator around 2022. Verify current details with the company.

Pros & cons

Pros

  • Distinctive whiteboard-plus-cards visual model
  • Excellent for deep research and synthesis
  • Very fast search across large note sets
  • Backlinks and atomic notes for networked thinking
  • AI chat with your notes and auto-tagging
  • Mobile sync, offline support, and Obsidian export

Cons

  • No permanent free plan, only a 7-day trial
  • Learning curve to use whiteboards effectively
  • AI features capped by monthly credits
  • No self-hosting
  • Overkill for simple everyday note-taking
  • Smaller integration ecosystem than mainstream apps

Pricing plans

Pro
$8.99 / month
  • Billed annually (~$107.88/year)
  • Unlimited whiteboards and cards
  • Mobile sync and offline support
  • ~100 AI credits/month
Premium
$17.99 / month
  • Billed annually (~$215.88/year)
  • Higher AI allowances
  • Premium features

Key features

Mobile app
Team collaboration
Multi-language
Integrations
Readwise, Google Calendar, Obsidian (export), PDF, Markdown
Input types
text, pdf
Output types
notes, whiteboard, markdown
Best For
deep research, visual learning, mapping complex topics, connecting atomic notes

Compare key features

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Superhuman
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Free trial
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Team support
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Frequently asked questions

Is there a free plan for Heptabase?+

No permanent free tier; Heptabase offers a 7-day free trial, after which it is subscription-based.

What makes Heptabase different?+

Its core is infinite visual whiteboards where you arrange atomic cards and connect them with backlinks, which suits deep research and mapping complex topics.

Does Heptabase have AI features?+

Yes. It added AI chat with your notes and automatic card tagging, with monthly AI credits included on paid plans.

Can I export my notes?+

Yes. Heptabase supports Markdown and can export to Obsidian, and it handles PDFs and integrates with Readwise and Google Calendar.

Is Heptabase good for simple note-taking?+

It can be, but its strengths lie in research and visual synthesis; for quick, simple notes a lighter free app may suffice.

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