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Heptabase: plans, prices, strengths and limits
Heptabase has no self-serve free plan, only a 7-day trial. Heptabase Pro costs $11.99 a month, or $8.99 a month billed yearly, Premium costs $23.99 a month, and Premium+ costs $71.99 a month, all before tax.
Prices for United States, before sales tax Data release 2026.11.07-2, Nov 7, 2026 Rules 2.5.0
- Made by
- Hepta Platforms, Inc.
- Individual plans
- 3
- Paid plans
- $11.99 to $71.99 a month
- Facts checked
- Nov 7, 2026
Hidden gem A smaller tool fewer people know yet. We list it after the main picks for each job its maker documents; we have not tested it. How we choose them
Quick verdict
Heptabase is a visual note-taking app with cards and whiteboards, plus an AI Agent that reads your notes, PDFs and videos and organizes them. Heptabase Pro is $11.99 a month, or $107.88 a year paid up front ($8.99 a month), with 100 AI credits a month and Heptabase-provided Gemini models only. Premium is $23.99 a month, or $215.88 a year ($17.99 a month), with Gemini, OpenAI and Anthropic models, unlimited PDF uploads, AI Tutor and 1,800 AI credits a month; basic models such as Gemini 3 Flash and GPT 5-mini stay free after the credits run out. Premium+ is $71.99 a month, or $647.88 a year ($53.99 a month), with 8,100 AI credits and on-demand AI usage about 33% cheaper. Heptabase's terms say prices do not include taxes. There is no self-serve free plan: every plan has a 7-day trial with Premium-level credits, and a free plan exists only for collaborators invited by a paid user, with no AI features.
Heptabase is clear on the decisive points. It does not use your content to train AI models, and its AI providers may not either. Its terms (section 7.3) say you own your input and output and assign you Heptabase's rights in output, though they give no explicit commercial-use permission. You can export all notes as Markdown plus a full JSON backup.
This verdict rests on what Heptabase documents, not on our tests, which we have not run yet.
Strengths and limits
Strengths
- Whiteboards the AI can arrangeThe AI Agent lays out cards on whiteboards, creates connections and mind maps, and the Break down book skill turns a book into a citation-backed whiteboard. Each whiteboard can be added to a chat as context.
- Large PDFs, no monthly capPDFs, .docx, text files and images can be added to chats. PDF parsing has no monthly cap, up to 350 MiB and 3,000 pages per PDF, and each uploaded file can be up to 2 GB with no overall storage limit.
- No training on your contentHeptabase says it does not use your content to train AI models, and its AI providers may not either, so no setting is needed.
- Apps everywhere and a full exportHeptabase runs on the web, Mac (Intel and Apple Silicon), Windows, Linux, iOS and Android. Settings, Backup, Export now exports all notes as Markdown plus a full JSON backup.
- Connects to Zotero, Readwise and AI appsHeptabase syncs with Readwise and Zotero, and on paid plans Heptabase MCP lets ChatGPT, Claude, Cursor and other AI apps read and write your space.
Limits
- No free plan for yourselfPlan limit. There is no self-serve free plan. Every plan has a 7-day trial, and a free plan exists only for collaborators invited by a paid user, without AI features.
- Pro gets 100 credits and Gemini onlyPlan limit. Pro includes 100 AI credits a month and only Heptabase-provided Gemini models; OpenAI and Anthropic models need Premium, your own API key or Codex sign-in. AI Tutor on Pro needs on-demand usage turned on.
- Credits do not carry overPlan limit. Unused AI credits do not carry over. Credits also pay for transcribing video, audio and podcast cards and for voice notes, unless you use your own OpenAI key.
- Commercial use not stated outrightNot verified. Section 7.3 of the terms says you own input and output and assigns you Heptabase's rights in output, but gives no explicit commercial-use permission.
- No web search or meeting recordingNot verified. No page says the AI Agent searches the live web, and no page describes recording meetings; answers cite your own sources and Space content.
Based on what Hepta Platforms, Inc. documents for each plan, not on our tests.
Who it suits
A good fit if you
- Visual thinkers who arrange notes on whiteboards
- Studying long PDFs, books and videos with an AI that cites your sources
- Researchers who sync Zotero or Readwise
- Keeping notes out of AI training, with a full Markdown export
Look elsewhere if you
- A free plan to keep: only a 7-day trial
- Live web research: not documented
- Recording meetings: not documented
- OpenAI or Anthropic models on Pro without your own API key
Plans and prices
| Plan | Monthly | Yearly | Checked |
|---|---|---|---|
| Heptabase ProYearly toggle shows $8.99 per month; the help center says $107.88 is billed per year. | $11.99 a month | $107.88 a year | Nov 7, 2026 Source |
| Heptabase PremiumYearly toggle shows $17.99 per month; the help center says $215.88 is billed per year. | $23.99 a month | $215.88 a year | Nov 7, 2026 Source |
| Heptabase Premium+Yearly toggle shows $53.99 per month; the help center says $647.88 is billed per year. | $71.99 a month | $647.88 a year | Nov 7, 2026 Source |
Prices for United States, before sales tax unless a plan says otherwise. A yearly plan is paid up front and is not cancel-any-time.
Features by plan
What Hepta Platforms, Inc. documents for each plan. A hatched mark means we could not verify it, which is not the same as "not offered".
| Feature | Heptabase Pro | Heptabase Premium | Heptabase Premium+ |
|---|---|---|---|
| Models and limits | |||
| Top models included | Yes | Yes | Yes |
| Context window | Unclear | Unclear | Unclear |
| Models from several companies | No | Yes | Yes |
| General-purpose assistant | Yes | Yes | Yes |
| Research and sources | |||
| Web search with sources | Unclear | Unclear | Unclear |
| Deep research reports | Unclear | Unclear | Unclear |
| Research paper search | Unclear | Unclear | Unclear |
| Files and data | |||
| File and document uploads | Yes | Yes | Yes |
| Spreadsheet and data analysis | Unclear | Unclear | Unclear |
| Images, video and voice | |||
| Image generation | Unclear | Unclear | Unclear |
| Real-time voice | Unclear | Unclear | Unclear |
| Image editing and design | |||
| Diagrams from text | Yes | Yes | Yes |
| Music, voice and transcription | |||
| Transcription | Yes | Yes | Yes |
| Meeting notes | Unclear | Unclear | Unclear |
| Dictation into any app | Unclear | Unclear | Unclear |
| Writing and slides | |||
| Slides from a prompt | Unclear | Unclear | Unclear |
| Grammar and spelling checks | Unclear | Unclear | Unclear |
| Paraphrasing and tone changes | Unclear | Unclear | Unclear |
| Projects and memory | |||
| Projects | Yes | Yes | Yes |
| Custom assistants | Unclear | Unclear | Unclear |
| Memory across chats | Unclear | Unclear | Unclear |
| Integrations and agents | |||
| Connectors to other apps | Yes | Yes | Yes |
| Inside Gmail | Unclear | Unclear | Unclear |
| Inside Google Docs | Unclear | Unclear | Unclear |
| Inside Google Sheets | Unclear | Unclear | Unclear |
| Inside Word | Unclear | Unclear | Unclear |
| Inside Excel | Unclear | Unclear | Unclear |
| Inside PowerPoint | Unclear | Unclear | Unclear |
| Inside Outlook | Unclear | Unclear | Unclear |
| Browser agent | Unclear | Unclear | Unclear |
| Privacy and control | |||
| Opt out of model training | Yes | Yes | Yes |
| Export your data | Yes | Yes | Yes |
| Shows ads | Unclear | Unclear | Unclear |
| Rights and licensing | |||
| Commercial use of outputs | Unclear | Unclear | Unclear |
| Apps and extras | |||
| Cloud storage included | Yes | Yes | Yes |
| Apps | Yes | Yes | Yes |
| Usage included | Yes | Yes | Yes |
The details and sources of every row are in Compare two AIs and the data release.
What it documents for each use
- Research & Search Summarize a report with traceable facts
- Writing & Content Edit an email without losing a detail · Edit an article without changing its facts · Draft long pieces that stay consistent · Write ads, posts and short copy
- Images & Design Turn text into diagrams
- Coding & Development Get help with code questions · Diagnose and repair a small program
- Business & Productivity Connect AI to the apps I already use
- Audio & Voice Transcribe recordings and files
A use is listed when at least one plan documents every feature a task needs. Answer quality is a separate question: see below.
Using it day to day
Heptabase runs on the web, Mac, Windows, Linux, iOS and Android. Each whiteboard acts as a topic folder for its AI chats, and Space Instructions set standing rules for the AI across a space. "Research a topic" builds a whiteboard from sources you upload, such as PDFs, YouTube videos and web links, and answers with citations. Mermaid diagrams render in notes. Video, audio and podcast cards can be transcribed with OpenAI Whisper using AI credits.
AI credits are 100 a month on Pro, 1,800 on Premium and 8,100 on Premium+, with no carry-over. On Premium and Premium+, basic models keep reading and answering for free after credits run out. You can add your own OpenAI, Anthropic, Gemini or OpenRouter API keys for more models. Early-bird Pro prices are kept only by existing early subscribers.
Privacy, data and ads
Heptabase says it does not use your content to train AI models and that its AI providers may not either. Section 7.3 of its terms says you own your input and output. Settings, Backup, Export now exports all notes as Markdown plus a full JSON backup. Whether the app shows ads is not stated. Read how we check vendor claims.
Read the vendor's own page: Heptabase privacy and data controls. We make no legal or compliance claim.
Test results
We have not tested Heptabase yet, so this page makes no claim about answer quality, and we show no example outputs. Run the same kit in it and in the alternatives, in your own account:
- Summarize a report with traceable facts
- Analyze a spreadsheet and get the numbers right
- Edit an email without losing a detail
- Diagnose and repair a small program
- Research a question with sources that support the answer
- Make sense of documents that disagree
- Research a current question within a date window
- Edit an article without changing its facts
- Turn project notes into a report that agrees with itself
- Implement a small specification
- Refactor code without changing what it does
- Make a picture that follows a detailed brief
- Put exact text into a graphic
- Change one thing in a picture and nothing else
- Make a short clip that follows a brief
- Make a song that sings your lyrics exactly
- Read a script with names, numbers and abbreviations
- Design a logo with an exact name
Getting started
- Start the 7-day trial, which comes with Premium-level credits, and import a PDF or book you are working on.
- Ask the AI Agent to break it down onto a whiteboard and check its citations against the source.
- Note how many credits you used: Pro includes 100 a month, Premium 1,800.
- Choose Premium if you want OpenAI and Anthropic models without your own key, or Pro if Gemini and your own keys are enough.
- Export a Markdown backup from Settings, and compare notes apps on our tools page.
Your fit
Tell Find my AI what you do and what matters; it checks every plan of Heptabase against your priorities, next to the alternatives.
Alternatives
- Mem Mem has a free plan, Plus at $9 a month and Pro at $29, records meetings locally with Voice Mode, and says notes are not used to train generalized AI models. About Mem
- Reflect Reflect's Mac app is free and keeps notes as plain Markdown files with backlinks; its AI runs on your own provider API key, so no AI allowance is included or charged. About Reflect
- Saner.AI Saner.AI has a free plan and syncs Gmail, Google Calendar, Slack and Outlook into its notes and tasks, with Starter at $12 a month. About Saner.AI
Recent changes
- Heptabase Premium+ added
- Heptabase Premium added
- Heptabase Pro added
Every change is in the change log.
Questions
Is Heptabase free?
No. Heptabase has no self-serve free plan. Every plan comes with a 7-day trial, and a free plan without AI features exists only for collaborators invited by a paid user.
How much does Heptabase cost?
Pro is $11.99 a month or $107.88 a year, Premium $23.99 a month or $215.88 a year, and Premium+ $71.99 a month or $647.88 a year. Taxes are added where applicable.
What is the difference between Heptabase Pro and Premium?
Pro has 100 AI credits a month and Gemini models only. Premium has 1,800 credits, Gemini, OpenAI and Anthropic models, unlimited PDF uploads, AI Tutor, and basic models that stay free after credits run out.
Does Heptabase use my notes to train AI?
No. Heptabase says it does not use your content to train AI models, and its AI providers may not either.
Can I export my notes from Heptabase?
Yes. Settings, Backup, Export now exports all your notes as Markdown plus a full JSON backup.
Does Heptabase have an Android app?
Yes. Heptabase runs on the web, Mac, Windows, Linux, iOS and Android.
Sources
10 official pages, checked Nov 7, 2026. This page was written by the What the tech desk with AI assistance from the facts in our data release; no company paid for or reviewed it.
- Plans and pricing | Heptabase Help CenterHeptabase
- Work with AI | Heptabase Public WikiHeptabase
- Voice notes and transcription credits | Heptabase Help CenterHeptabase
- Terms of Service | HeptabaseHeptabase
- Heptabase MCP | Heptabase Help CenterHeptabase
- Privacy Policy | HeptabaseHeptabase
- Business sustainability and data portability | Heptabase Help CenterHeptabase
- What's the size limit for uploading files? | Heptabase Help CenterHeptabase
- Pricing | HeptabaseHeptabase
- Heptabase Changelog | Heptabase Public WikiHeptabase
About this page
- Published by
- What the tech, Helsinki, Finland
- Author
- What the tech
- Reviewed by
- Peyman Khosravani
- Review scope
- Checked that this page matches the facts in data release 2026.11.07-2: a check against documented sources, not a hands-on test of the product.
- Evidence
- Facts documented by each company, each linked to its official source and dated. Test results appear only where an editor ran the test.
- Data release
- 2026.11.07-2, Nov 7, 2026
Product ownership is separate from publication: What the tech publishes this page; Hepta Platforms, Inc. supplies Heptabase. Official Heptabase website. Product names and logos do not imply endorsement of this publication.