Heptabase in brief
Heptabase is made by Hepta Platforms, Inc. and is an actively developed visual knowledge-management service. Its focus is research and learning rather than general project management. The product combines reusable cards, PDFs, journals, databases, tags, research imports, AI chat, and agent workflows. Desktop storage has local-first and offline behavior, while optional cloud sync works across unlimited devices. Mobile supports capture and reading. Heptabase is proprietary software, not an open-source project, and its hosted design means cloud processing remains part of the service even when one device holds a local database. The company describes its early-bird offer as ending on August 31, 2023, with version 1.0 launching at that time.
A typical Heptabase workflow starts with PDFs, web or video content, notes, and highlights. Documents can be parsed or processed with OCR, after which selected passages become reusable cards. Users arrange cards on nested whiteboards, connect them with tags, and search the resulting knowledge base. Cards can appear on multiple boards, which suits projects that revisit the same source material. AI Tutor, chat, transcripts, Insight Generator, and voice-note features add assistance around collected material. Users can publish or share selected spaces. PDF extraction creates text for AI, including scanned text through OCR, but it does not automatically create highlight cards. Users must select passages when they want highlight cards.
Heptabase's main tradeoff is cost and service dependence. Premium and Premium+ meter AI work through monthly credits, there is no end-to-end encryption or supported self-hosted Heptabase server, and server-side indexes contain content chunks, metadata, and vectors. Obsidian offers local Markdown and optional Sync, while Heptabase provides a stronger built-in PDF, card, and whiteboard workflow. Scrintal is stronger for real-time collaboration, templates, and tablet ease, while Heptabase is more research-focused. Notion is better for team databases and project management. Logseq offers an open-source, outliner-oriented alternative with stronger local ownership. Pick Heptabase if spatial source synthesis matters more than local ownership or low subscription cost.