Heritage uses AI to read, file, and remind you about every document you own — from tax receipts to passports. No folders. No filing. Just ask.
Join 500+ people who never miss a renewal
Upload anything. Heritage reads it, files it, and keeps you ahead of every deadline.
AI OCR
Snap a photo of your receipt, lease, or insurance card. Heritage reads and indexes it instantly — even handwritten notes. Search it years later like a Google for your life.
"Where's my 2019 tax receipt?" Just ask Heritage.
Auto-Categorization
Heritage identifies what every document is — tax record, medical bill, contract, insurance card — and files it automatically. You get a clean, organized vault without lifting a finger.
Documents you upload today are searchable in under 30 seconds.
Smart Expiry Alerts
Heritage reads the dates in your documents and reminds you before anything expires — passports, insurance renewals, lease end dates, warranty deadlines. No other service does this.
"Your car insurance renews in 30 days." "Your passport expires in 90 days — renewal takes 6–8 weeks."
Semantic Search
No file names, no folders, no dates to remember. Just type what you're looking for and Heritage finds it instantly across everything you've ever uploaded.
"Find my medical bills from last year" "What tax documents do I have from 2020–2022?"
“I spent 3 hours looking for my car registration. Heritage would have found it in 3 seconds.”
Beta user, r/personalfinance
Built for the documents that actually matter: IRS records, medical history, insurance policies, legal contracts.
Start free. Upgrade when you need more.
Free
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Forever free
Personal
$4.99
$7.99
/month, locked forever · first 1,000 users only
Family
$14.99
/month · or $149.99/year
Heritage is free to start. No credit card required.
Create Your Free VaultTakes 2 minutes · Cancel anytime · Works on any device